WEALTH MANAGEMENT BUILT FOR YOU - Trademark Details
Status: 600 - Abandoned - Incomplete Response
Image for trademark with serial number 88831230
Serial Number
88831230
Word Mark
WEALTH MANAGEMENT BUILT FOR YOU
Status
600 - Abandoned - Incomplete Response
Status Date
2021-08-02
Filing Date
2020-03-12
Mark Drawing
4000 - Standard character mark Typeset
Attorney Name
Gregory Scott Smith
Law Office Assigned Location Code
N70
Employee Name
INGRAM, KYLE G
Statements
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Goods and Services
College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning and investment advisory services; Financial planning for retirement; 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 portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial trust operations; all afore-mentioned services excluding banking services and excluding services to members of organized labor and labor unions
Goods and Services
College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning and investment advisory services; Financial planning for retirement; 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 portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial trust operations
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
2020-12-09
Primary Code
036
First Use Anywhere Date
2018-06-30
First Use In Commerce Date
2018-06-30
Correspondences
Name
Gregory Scott Smith
Address
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Trademark Events
Event DateEvent Description
2020-03-18NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2020-06-04ASSIGNED TO EXAMINER
2020-06-08NON-FINAL ACTION WRITTEN
2020-06-08NON-FINAL ACTION E-MAILED
2020-06-08NOTIFICATION OF NON-FINAL ACTION E-MAILED
2020-12-08TEAS RESPONSE TO OFFICE ACTION RECEIVED
2020-12-08CORRESPONDENCE RECEIVED IN LAW OFFICE
2020-12-09TEAS/EMAIL CORRESPONDENCE ENTERED
2020-12-30FINAL REFUSAL WRITTEN
2020-12-30FINAL REFUSAL E-MAILED
2020-12-30NOTIFICATION OF FINAL REFUSAL EMAILED
2021-06-30TEAS REQUEST FOR RECONSIDERATION RECEIVED
2021-06-30CORRESPONDENCE RECEIVED IN LAW OFFICE
2021-07-02TEAS/EMAIL CORRESPONDENCE ENTERED
2021-08-02ABANDONMENT - INCOMPLETE RESPONSE
2021-08-02ABANDONMENT NOTICE MAILED - INCOMPLETE RESPONSE