WEALTH MANAGEMENT. TRANSFORMED Trademark

Trademark Overview

On Tuesday, May 4, 2021, a trademark application was filed for WEALTH MANAGEMENT. TRANSFORMED with the United States Patent and Trademark Office. The USPTO has given the WEALTH MANAGEMENT. TRANSFORMED trademark a serial number of 90689023. The federal status of this trademark filing is FOURTH EXTENSION - GRANTED as of Friday, May 10, 2024. This trademark is owned by Bulfinch Group Insurance Agency, LLC. The WEALTH MANAGEMENT. TRANSFORMED trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services; Financial services, namely, wealth management services
wealth management. transformed

General Information

Serial Number90689023
Word MarkWEALTH MANAGEMENT. TRANSFORMED
Filing DateTuesday, May 4, 2021
Status733 - FOURTH EXTENSION - GRANTED
Status DateFriday, May 10, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 15, 2022

Trademark Statements

Goods and ServicesFinancial planning and investment advisory services; Financial services, namely, wealth management services
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, August 5, 2021
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameBulfinch Group Insurance Agency, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNeedham, MA 02494
Party NameBulfinch Group Insurance Agency, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNeedham, MA 02494

Trademark Events

Event DateEvent Description
Thursday, January 6, 2022EXAMINERS AMENDMENT E-MAILED
Friday, May 7, 2021NEW APPLICATION ENTERED
Thursday, August 5, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, January 6, 2022ASSIGNED TO EXAMINER
Thursday, January 6, 2022EXAMINERS AMENDMENT -WRITTEN
Thursday, January 6, 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, January 6, 2022EXAMINER'S AMENDMENT ENTERED
Thursday, February 10, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 23, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 15, 2022PUBLISHED FOR OPPOSITION
Tuesday, March 15, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 10, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, November 10, 2022SOU EXTENSION 1 FILED
Monday, December 12, 2022ABANDONMENT - NO USE STATEMENT FILED
Monday, December 12, 2022ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Thursday, December 22, 2022TEAS PETITION TO REVIVE RECEIVED
Thursday, December 22, 2022PETITION TO REVIVE-GRANTED
Thursday, December 22, 2022SOU EXTENSION RECEIVED WITH TEAS PETITION
Thursday, December 22, 2022NOTICE OF REVIVAL - E-MAILED
Tuesday, February 21, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, February 23, 2023SOU EXTENSION 1 GRANTED
Friday, February 24, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, May 10, 2023SOU EXTENSION 2 FILED
Monday, June 12, 2023ABANDONMENT - NO USE STATEMENT FILED
Monday, June 12, 2023ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Thursday, June 22, 2023TEAS PETITION TO REVIVE RECEIVED
Thursday, June 22, 2023PETITION TO REVIVE-GRANTED
Thursday, June 22, 2023SOU EXTENSION RECEIVED WITH TEAS PETITION
Thursday, June 22, 2023NOTICE OF REVIVAL - E-MAILED
Friday, June 23, 2023SOU EXTENSION 2 GRANTED
Saturday, June 24, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, November 13, 2023SOU EXTENSION 3 FILED
Monday, November 13, 2023SOU EXTENSION 3 GRANTED
Wednesday, November 15, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, May 10, 2024SOU EXTENSION 4 FILED
Friday, May 10, 2024SOU TEAS EXTENSION RECEIVED
Friday, May 10, 2024SOU EXTENSION 4 GRANTED
Monday, November 13, 2023SOU TEAS EXTENSION RECEIVED
Saturday, May 11, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, November 12, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 12, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, November 12, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, November 12, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 12, 2024SOU TEAS EXTENSION RECEIVED

Related Keywords

transformed management wealth services financial namely advisory planning investment