WEALTH STRATEGIES WITH HEART Trademark

Trademark Overview

On Friday, February 11, 2022, a trademark application was filed for WEALTH STRATEGIES WITH HEART with the United States Patent and Trademark Office. The USPTO has given the WEALTH STRATEGIES WITH HEART trademark a serial number of 97263674. The federal status of this trademark filing is REGISTERED as of Tuesday, November 28, 2023. This trademark is owned by PLANNING FOR GOOD LLC. The WEALTH STRATEGIES WITH HEART trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice; financial advice and consultancy services; financial consulting; financial planning; financial planning and investment advisory services; financial planning for retirement; insurance brokerage; investment advice; investment consultation; investment management
wealth strategies with heart

General Information

Serial Number97263674
Word MarkWEALTH STRATEGIES WITH HEART
Filing DateFriday, February 11, 2022
Status700 - REGISTERED
Status DateTuesday, November 28, 2023
Registration Number7231768
Registration DateTuesday, November 28, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 3, 2023

Trademark Statements

Goods and ServicesFinancial advice; financial advice and consultancy services; financial consulting; financial planning; financial planning and investment advisory services; financial planning for retirement; insurance brokerage; investment advice; investment consultation; investment management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 16, 2022
Primary Code036
First Use Anywhere DateFriday, April 1, 2022
First Use In Commerce DateFriday, April 1, 2022

Trademark Owner History

Party NamePLANNING FOR GOOD LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressMANSFIELD, MA 02048
Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressMansfield, MA 02748
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressMansfield, MA 02748
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressMansfield, MA 02748

Trademark Events

Event DateEvent Description
Wednesday, January 17, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, November 28, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, November 28, 2023REGISTERED-PRINCIPAL REGISTER
Wednesday, October 25, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 24, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, October 18, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, October 17, 2023STATEMENT OF USE PROCESSING COMPLETE
Tuesday, October 3, 2023USE AMENDMENT FILED
Tuesday, October 17, 2023SOU EXTENSION 1 GRANTED
Monday, August 28, 2023SOU EXTENSION 1 FILED
Sunday, October 15, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, October 3, 2023NOTICE OF REVIVAL - E-MAILED
Tuesday, October 3, 2023TEAS STATEMENT OF USE RECEIVED
Tuesday, October 3, 2023SOU EXTENSION RECEIVED WITH TEAS PETITION
Tuesday, October 3, 2023PETITION TO REVIVE-GRANTED
Tuesday, October 3, 2023TEAS PETITION TO REVIVE RECEIVED
Monday, October 2, 2023ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Monday, October 2, 2023ABANDONMENT - NO USE STATEMENT FILED
Tuesday, February 28, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, January 3, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 3, 2023PUBLISHED FOR OPPOSITION
Wednesday, December 14, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, November 28, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, November 28, 2022ASSIGNED TO EXAMINER
Wednesday, February 16, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, February 15, 2022NEW APPLICATION ENTERED

Related Keywords

heart strategies wealth financial investment advice planning services brokerage consultation management insurance advisory