WEALTH SUSTAINABILITY MODEL Trademark

Trademark Overview


On Friday, July 8, 2022, a trademark application was filed for WEALTH SUSTAINABILITY MODEL with the United States Patent and Trademark Office. The USPTO has given the WEALTH SUSTAINABILITY MODEL trademark a serial number of 97495385. The federal status of this trademark filing is REGISTERED as of Tuesday, January 16, 2024. This trademark is owned by DRCfn, Inc.. The WEALTH SUSTAINABILITY MODEL trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial information and evaluations; Financial management in the field of plan creation and management, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, plan adminstration, retirement plans and compensation plans; Financial planning consultation; Investment advice; Investment consultation; Investment consultation in the fields of plan creation and management, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, plan adminstration, retirement plans and compensation plans
wealth sustainability model

General Information


Serial Number97495385
Word MarkWEALTH SUSTAINABILITY MODEL
Filing DateFriday, July 8, 2022
Status700 - REGISTERED
Status DateTuesday, January 16, 2024
Registration Number7281536
Registration DateTuesday, January 16, 2024
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial information and evaluations; Financial management in the field of plan creation and management, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, plan adminstration, retirement plans and compensation plans; Financial planning consultation; Investment advice; Investment consultation; Investment consultation in the fields of plan creation and management, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, plan adminstration, retirement plans and compensation plans

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 27, 2022
Primary Code036
First Use Anywhere DateSunday, May 1, 2005
First Use In Commerce DateSunday, May 1, 2005

Trademark Owner History


Party NameDRCfn, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressGreenville, SC 29615

Party NameDRCfn, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressGreenville, SC 29615

Trademark Events


Event DateEvent Description
Monday, January 22, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, January 17, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024REGISTERED-SUPPLEMENTAL REGISTER
Thursday, August 24, 2023APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, August 17, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 17, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 17, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, August 11, 2023APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Friday, August 11, 2023APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Thursday, May 11, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, May 11, 2023NON-FINAL ACTION E-MAILED
Thursday, May 11, 2023NON-FINAL ACTION WRITTEN
Saturday, April 22, 2023ASSIGNED TO EXAMINER
Wednesday, July 27, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, July 12, 2022NEW APPLICATION ENTERED