| Serial Number | 87932992 |
| Word Mark | WELLTH WORKS |
| Filing Date | Wednesday, May 23, 2018 |
| Status | 705 - PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, January 12, 2026 |
| Registration Number | 5938983 |
| Registration Date | Tuesday, December 17, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 26, 2019 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | [ Life coaching services in the field of managing one's personal affairs; consulting, advisory, and counseling services in the fields of emotional and behavioral aspects of managing and transferring wealth, interpersonal and family relationships, personal and family conflict resolution, discovery of one's life purpose, personal motivation, and achieving personal goals ] |
| Goods and Services | Educational services, namely, providing seminars, workshops, conferences, retreats, and one-on-one mentoring in the fields of legacy planning and creation, preparation of heirs, emotional and behavioral aspects of managing and transferring wealth, interpersonal and family relationships, resolving personal and family conflict, discovery of one's life purpose, achieving personal goals, and how to educate, coach, and prepare children and other heirs for the transition of wealth and the responsibility for managing wealth, upon the death, disability, or retirement of the benefactor; organizing and arranging educational customized retreats or social entertainment events for families for the purposes of building, strengthening, and enhancing family relationships and personal and family conflict resolution |
| Description of Mark | The mark consists of a multi-faceted three-dimensional geometric shape shown in solid lines, appearing to the left of the wording "WELLTH WORKS" in stylized, upper case text. |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 1, 2018 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, February 28, 2017 |
| First Use In Commerce Date | Wednesday, July 31, 2019 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Monday, January 12, 2026 |
| Primary Code | 045 |
| First Use Anywhere Date | Tuesday, February 28, 2017 |
| First Use In Commerce Date | Wednesday, July 31, 2019 |
| Party Name | WELLTH WORKS LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sarasota, FL 34240 |
| Party Name | Luna and Grace LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rochester, NY 14612 |
| Party Name | Luna and Grace LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rochester, NY 14612 |
| Party Name | Luna and Grace LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rochester, NY 14612 |
| Event Date | Event Description |
| Saturday, May 26, 2018 | NEW APPLICATION ENTERED |
| Friday, June 1, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, June 2, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, September 13, 2018 | ASSIGNED TO EXAMINER |
| Friday, September 14, 2018 | NON-FINAL ACTION WRITTEN |
| Friday, September 14, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, September 14, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, September 26, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 26, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 27, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, September 27, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, October 15, 2018 | ASSIGNED TO LIE |
| Tuesday, November 6, 2018 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Wednesday, November 14, 2018 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Friday, November 16, 2018 | NON-FINAL ACTION WRITTEN |
| Friday, November 16, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, November 16, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 16, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, January 16, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, January 16, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, January 16, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, January 16, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 6, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 26, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 26, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 23, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, September 6, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, September 26, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, September 6, 2019 | USE AMENDMENT FILED |
| Thursday, September 26, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, October 7, 2019 | SU - NON-FINAL ACTION - WRITTEN |
| Monday, October 7, 2019 | NON-FINAL ACTION E-MAILED |
| Monday, October 7, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, October 16, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, October 18, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 18, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, November 11, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, November 12, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, December 17, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, September 16, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, December 17, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, October 7, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, January 12, 2026 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, January 12, 2026 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, January 12, 2026 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |