| Serial Number | 99142542 |
| Word Mark | WHEN YOU NEED MORE |
| Filing Date | Thursday, April 17, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, April 17, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | (Based on Use) Non-downloadable electronic publications in the nature of newsletters and blog posts in the field of personal finance (Based on Intent to Use) Providing a website featuring non-downloadable videos in the field of financial planning; Educational services, namely, conducting webinars and seminars in the fields of personal finance, employer benefits, retirement planning and distribution of training materials in connection therewith |
| Goods and Services | Downloadable electronic publications in the nature of whitepapers, presentations, and informational material in the field of personal finance and wealth management |
| Goods and Services | Printed newsletters in the field of finance and wealth management; Pens; Printed publications, namely, brochures, booklets, and teaching materials in the field of personal finance |
| Goods and Services | Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial management of employee pension plans; Providing information in the field of employee financial benefit plans; Financial management in the field of investment portfolios, retirement planning, tax optimization, and estate planning; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial consultancy; Financial advisory and consultancy services; Financial advice and consultancy services; Financial consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial consultation; Financial consulting; Financial analysis and consultation; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial consulting services, namely, expert analysis in finance; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment management; Public equity investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Estate planning; Estate trust planning; Providing information in the field of estate planning; Investment of funds for others in the fields of equities, fixed income, alternative investments; Financial analysis; Investment of funds; Trading of securities options; Trading of securities index futures; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Providing information in the field of financial stock and equity markets; Providing information in the field of finance; Commodity trading for others; Commodity investment advice; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Trading in securities |
| Goods and Services | Tax preparation; Income tax preparation; Tax filing services; Tax consultation; Tax and taxation planning, advice, information and consultancy services; Tax consulting services |
| Goods and Services | Legal document preparation; Preparation of legal documents; Legal consulting services in the field of estate planning |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 17, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | 6 - Active |
| Class Status Date | Thursday, April 17, 2025 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 17, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 17, 2025 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Thursday, April 17, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, March 27, 2025 |
| First Use In Commerce Date | Thursday, March 27, 2025 |
| Party Name | RHAME & GORRELL WEALTH MANAGEMENT, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | The Woodlands, TX 77380 |
| Event Date | Event Description |
| Thursday, April 17, 2025 | NEW APPLICATION ENTERED |
| Thursday, April 17, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, April 17, 2025 | APPLICATION FILING RECEIPT MAILED |