GOALS-BASED WEALTH MANAGEMENT - Trademark Details
Status: 700 - Registered
Serial Number
86748001
Registration Number
5037849
Word Mark
GOALS-BASED WEALTH MANAGEMENT
Status
700 - Registered
Status Date
2016-09-06
Filing Date
2015-09-04
Registration Number
5037849
Registration Date
2016-09-06
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2016-01-12
Attorney Name
Law Office Assigned Location Code
L60
Employee Name
NELSON, EDWARD H
Statements
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Goods and Services
Providing financial information in the fields of finance, investment, money management and financial planning; providing news, information and commentary in the field of financial investments and financial markets; financial services, namely, financial consultation and financial planning; providing a website featuring financial news and information and online access to financial tools in the nature of on-line financial calculators; financial modeling and analysis
Goods and Services
Providing an online non-downloadable Internet-based system application featuring technology enabling users to use financial tools for calculation and analysis of financial information, all in the field of finance, investment, financial advice and financial planning
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-09-09
Primary Code
036
First Use Anywhere Date
2016-03-01
First Use In Commerce Date
2016-03-01
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (NATIONAL BANKING ASSOCIATION).
Address
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Trademark Owner History
Party Name
Party Type
21 - 1st New Owner After Publication
Legal Entity Type
99 - Other (NATIONAL BANKING ASSOCIATION).
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (NATIONAL BANKING ASSOCIATION).
Address
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Correspondences
Name
Edward T. White
Address
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Trademark Events
| Event Date | Event Description |
| 2015-09-08 | NEW APPLICATION ENTERED IN TRAM |
| 2015-09-09 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2015-11-10 | ASSIGNED TO EXAMINER |
| 2015-11-16 | EXAMINERS AMENDMENT -WRITTEN |
| 2015-11-16 | EXAMINERS AMENDMENT E-MAILED |
| 2015-11-16 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2015-11-16 | ASSIGNED TO LIE |
| 2015-11-16 | EXAMINER'S AMENDMENT ENTERED |
| 2015-11-30 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2015-12-07 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2015-12-24 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2016-01-12 | PUBLISHED FOR OPPOSITION |
| 2016-01-12 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2016-01-27 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 2016-03-08 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2016-05-31 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2016-05-31 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2016-06-29 | TEAS STATEMENT OF USE RECEIVED |
| 2016-07-26 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2016-06-29 | USE AMENDMENT FILED |
| 2016-08-02 | STATEMENT OF USE PROCESSING COMPLETE |
| 2016-08-02 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2016-08-03 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2016-09-06 | REGISTERED-PRINCIPAL REGISTER |
| 2019-06-06 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2019-06-06 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2019-06-06 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2019-08-19 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2019-08-19 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2021-09-06 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
