WIDOW TAX Trademark

Trademark Overview

On Thursday, September 3, 2015, a trademark application was filed for WIDOW TAX with the United States Patent and Trademark Office. The USPTO has given the WIDOW TAX trademark a serial number of 86747162. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, February 14, 2025. This trademark is owned by Wealth Management Solutions, LLC. The WIDOW TAX trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
widow tax

General Information

Serial Number86747162
Word MarkWIDOW TAX
Filing DateThursday, September 3, 2015
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, February 14, 2025
Registration Number5488364
Registration DateTuesday, June 5, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
NOT AVAILABLE"TAX"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 9, 2015
Primary Code036
First Use Anywhere DateTuesday, April 10, 2018
First Use In Commerce DateTuesday, April 10, 2018

Trademark Owner History

Party NameWealth Management Solutions, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, AZ 85260
Party NameWealth Management Solutions, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, AZ 85260

Trademark Events

Event DateEvent Description
Tuesday, December 22, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 7, 2015NEW APPLICATION ENTERED
Wednesday, September 9, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, December 16, 2015ASSIGNED TO EXAMINER
Tuesday, December 22, 2015NON-FINAL ACTION WRITTEN
Tuesday, December 22, 2015NON-FINAL ACTION E-MAILED
Tuesday, March 22, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 22, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, March 24, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, April 22, 2016ASSIGNED TO EXAMINER
Wednesday, April 27, 2016FINAL REFUSAL WRITTEN
Wednesday, April 27, 2016NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, April 27, 2016FINAL REFUSAL E-MAILED
Thursday, September 8, 2016TEAS AMENDMENT OF USE RECEIVED
Thursday, September 8, 2016TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, September 8, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 9, 2016AMENDMENT TO USE PROCESSING COMPLETE
Friday, September 9, 2016USE AMENDMENT FILED
Friday, September 9, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 14, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 15, 2016USE AMENDMENT ACCEPTED
Thursday, September 15, 2016NON-FINAL ACTION WRITTEN
Thursday, September 15, 2016NON-FINAL ACTION E-MAILED
Thursday, September 15, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 16, 2016NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, October 4, 2017ASSIGNED TO LIE
Tuesday, October 31, 2017NON-FINAL ACTION WRITTEN
Tuesday, March 14, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 15, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, March 30, 2017SUBSEQUENT FINAL REFUSAL WRITTEN
Thursday, March 30, 2017SUBSEQUENT FINAL EMAILED
Thursday, March 30, 2017NOTIFICATION OF SUBSEQUENT FINAL EMAILED
Tuesday, September 26, 2017TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, October 12, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, October 12, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, April 20, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, April 21, 2018USE AMENDMENT FILED
Tuesday, October 31, 2017NON-FINAL ACTION E-MAILED
Tuesday, October 31, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, April 18, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 18, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 19, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, April 20, 2018TEAS AMENDMENT OF USE RECEIVED
Friday, April 20, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, April 20, 2018ALLEGED AMENDMENT TO USE WITHDRAWN
Saturday, April 21, 2018AMENDMENT TO USE PROCESSING COMPLETE
Saturday, April 21, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 23, 2018USE AMENDMENT ACCEPTED
Monday, May 20, 2024TEAS SECTION 8 RECEIVED
Monday, April 23, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, April 24, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Monday, April 30, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, June 5, 2018REGISTERED-SUPPLEMENTAL REGISTER
Monday, June 5, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, February 14, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, February 14, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, February 14, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Related Keywords

widow financial services retirement advice field finance investments aspects valuations information