WEALTH MANAGEMENT NOTEBOOK Trademark
Trademark Overview
On Monday, January 22, 2024, a trademark application was filed for WEALTH MANAGEMENT NOTEBOOK with the United States Patent and Trademark Office. The USPTO has given the WEALTH MANAGEMENT NOTEBOOK trademark a serial number of 98368661. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, August 21, 2024. This trademark is owned by AdviceOne LLC. The WEALTH MANAGEMENT NOTEBOOK trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Financial planning and investment advisory services
Providing temporary use of non-downloadable software for financial planning and investment advisory services
General Information
| Serial Number | 98368661 |
| Word Mark | WEALTH MANAGEMENT NOTEBOOK |
| Filing Date | Monday, January 22, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, August 21, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services |
| Goods and Services | Providing temporary use of non-downloadable software for financial planning and investment advisory services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 22, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 22, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | AdviceOne LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Glastonbury, CT 06033 |
Trademark Events
| Event Date | Event Description |
| Monday, January 22, 2024 | NEW APPLICATION ENTERED |
| Tuesday, May 21, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 17, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, June 17, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, August 21, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 21, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, August 21, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, June 17, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, June 17, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Saturday, August 17, 2024 | ASSIGNED TO EXAMINER |
