| Serial Number | 97268371 |
| Word Mark | WONDERFULLY RICH RETIREMENT TAX SAVVY RISK MANAGED INCOME MAXIMIZED |
| Filing Date | Tuesday, February 15, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 12, 2023 |
| Registration Number | 7165771 |
| Registration Date | Tuesday, September 12, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 4, 2023 |
| Description of Mark | The mark consists of an arrangement of three outwardly facing pointed triangular shields - one facing downward and the other two facing to the upper left and the upper right of the design - the three shields being equidistantly positioned with respect to each other; the shield in the upper left sector displaying the stylized wording "TAX SAVVY" as its coat of arms, the shield in the upper right sector displaying the stylized wording "RISK MANAGED" as its coat of arms, the shield facing downward displaying the stylized wording "INCOME MAXIMIZED" as its coat of arms; each shield having an inwardly curved top; the inwardly curved tops of the shields in the upper left sector and the upper right sector forming two sides of an upright equilateral triangle, with the inwardly curved top of the shield facing downward forming the third side; the inwardly curved sides of the triangular shields depicting the equilateral triangle as having outwardly curved sides; the equilateral triangle displaying the stylized words "WONDERFULLY RICH RETIREMENT". |
| Goods and Services | Financial planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "RETIREMENT", "TAX", "RISK MANAGED", AND "INCOME MAXIMIZED" |
| 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 | Tuesday, February 22, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, September 15, 2021 |
| First Use In Commerce Date | Tuesday, November 9, 2021 |
| Party Name | Charles W. Rawl & Associates, L.L.C. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77056 |
| Party Name | Charles W. Rawl & Associates, L.L.C. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77056 |
| Party Name | Charles W. Rawl & Associates, L.L.C. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77056 |
| Event Date | Event Description |
| Tuesday, September 12, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, September 12, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 8, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, August 7, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, July 13, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, June 14, 2023 | USE AMENDMENT FILED |
| Wednesday, July 12, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, June 14, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, May 30, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 4, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 4, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 15, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 28, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, February 6, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 6, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, February 6, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, December 6, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, December 6, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, December 6, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, November 29, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, February 23, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, February 22, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 18, 2022 | NEW APPLICATION ENTERED |