WEALTH · TAX · ESTATE PLANNING YOU CAN TRUST Trademark

Trademark Overview

On Thursday, June 13, 2013, a trademark application was filed for WEALTH · TAX · ESTATE PLANNING YOU CAN TRUST with the United States Patent and Trademark Office. The USPTO has given the WEALTH · TAX · ESTATE PLANNING YOU CAN TRUST trademark a serial number of 85959142. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, July 23, 2024. This trademark is owned by CHATTERTON & ASSOCIATES, The Wealth Management Team, Inc.. The WEALTH · TAX · ESTATE PLANNING YOU CAN TRUST trademark is filed in the Insurance & Financial Services category with the following description:

Financing services
wealth · tax · estate planning you can trust

General Information

Serial Number85959142
Word MarkWEALTH · TAX · ESTATE PLANNING YOU CAN TRUST
Filing DateThursday, June 13, 2013
Status800 - REGISTERED AND RENEWED
Status DateTuesday, July 23, 2024
Registration Number4724381
Registration DateTuesday, April 21, 2015
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, May 13, 2014

Trademark Statements

Description of MarkThe mark consists of a design with three half circulars intertwining. The words WEALTH, TAX, and ESTATE are set off to the right of the design with raised dots appearing between each word, then the words PLANNING YOU CAN TRUST are set directly beneath the above referenced wording.
Goods and ServicesFinancing services
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"WEALTH" AND "TAX" AND "ESTATE"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, June 21, 2013
Primary Code036
First Use Anywhere DateSunday, June 30, 2013
First Use In Commerce DateSunday, June 30, 2013

Trademark Owner History

Party NameCHATTERTON FAMILY TRUST - 2000
Party Type31 - New Owner After Registration
Legal Entity Type17 - Trust
AddressAnaheim, CA 92806
Party NameCHATTERTON & ASSOCIATES, The Wealth Management Team, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressOrange, CA 92865
Party NameCHATTERTON & ASSOCIATES, The Wealth Management Team, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressOrange, CA 92865
Party NameCHATTERTON & ASSOCIATES, The Wealth Management Team, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressOrange, CA 92865

Trademark Events

Event DateEvent Description
Friday, June 21, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, June 22, 2013NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, September 24, 2013ASSIGNED TO EXAMINER
Monday, June 17, 2013NEW APPLICATION ENTERED
Thursday, March 13, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, April 7, 2014ASSIGNED TO LIE
Monday, April 7, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, April 23, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 13, 2014PUBLISHED FOR OPPOSITION
Tuesday, May 13, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 8, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, September 26, 2013NON-FINAL ACTION WRITTEN
Thursday, September 26, 2013NON-FINAL ACTION E-MAILED
Thursday, September 26, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 11, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 11, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, March 11, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 31, 2014ASSIGNED TO LIE
Wednesday, March 11, 2015SU-EXAMINER'S AMENDMENT WRITTEN
Tuesday, January 6, 2015TEAS STATEMENT OF USE RECEIVED
Tuesday, January 6, 2015USE AMENDMENT FILED
Saturday, February 14, 2015STATEMENT OF USE PROCESSING COMPLETE
Monday, February 9, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, March 11, 2015EXAMINERS AMENDMENT E-MAILED
Wednesday, March 11, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, March 11, 2015EXAMINER'S AMENDMENT ENTERED
Tuesday, April 21, 2015REGISTERED-PRINCIPAL REGISTER
Wednesday, March 11, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, March 18, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, March 19, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, April 21, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, April 19, 2021TEAS SECTION 8 & 15 RECEIVED
Saturday, August 14, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, August 14, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, April 24, 2024TEAS SECTION 8 & 9 RECEIVED
Thursday, July 18, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, July 23, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, July 23, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, July 23, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, August 14, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sunday, April 21, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Related Keywords

trust planning estate wealth services financing