REDEFININGWEALTH.INFO - Trademark Details
Status: 641 - Non-Final Action - Mailed
Image for trademark with serial number 90068576
Serial Number
90068576
Word Mark
REDEFININGWEALTH.INFO
Status
641 - Non-Final Action - Mailed
Status Date
2021-11-12
Filing Date
2020-07-23
Mark Drawing
4000 - Standard character mark Typeset
Attorney Name
Gregory B. Perleberg
Law Office Assigned Location Code
L80
Employee Name
BUSH, KAREN K
Statements
Disclaimer with Predetermined Text
"REDEFINING WEALTH"
Goods and Services
Providing seminars in the field of financial planning, individual retirement account (IRA) services and investments provided electronically that range from automated investment management services to scheduling traditional in-person and/or online appointments financial advisors and financial planning services that offer many of the services of a traditional financial advisor, but operate online to potentially reduce fees and promote social distancing; Education services, namely, providing online seminars in the field of financial planning, individual retirement account (IRA) services, and investment strategies by Registered Financial Consultants
Goods and Services
Propriety appointment process for others via the internet, namely providing reservation services and information in connection with wealth management, financial advice, investment management, and consultations with SEC and appropriately licensed investment advisors in-person and/or online offer many of the services of a traditional financial advisor, but operate online to potentially reduce fees and promote social distancing; Provision of personalized information and investment advisory services through proprietary online systems utilizing artificial intelligence (AI) learning technologies that use prolific data, in the field of financial investment services in the nature of individual retirement accounts, financial and investment services, securities brokerage, financial advisory services, financial consulting, and estate planning; Providing information, consultancy and seminars in the field of financial planning, individual retirement account (IRA) services and investments provided electronically that range from automated investment management services to scheduling traditional in-person and/or online appointments financial advisors and financial planning services that offer many of the services of a traditional financial advisor, but operate online to potentially reduce fees and promote social distancing; Electronic downloadable publications, namely, magazines, periodicals, journals, brochures, newsletters delivered by e-mail, social media networks, podcasts, radio, television, live speaking events, and bulletins, in the fields of financial trading, personal finance, financial news, financial research, investments, finance, financial planning, individual retirement account (IRA) services, and investment strategy; Financial and investment services, namely, providing online and in-person personal finance consulting, personal coaching services, news reporting services in the field of financial news, financial research, financial planning, individual retirement account (IRA) services, financial advisory services, securities brokerage, estate planning, and investment strategy booked and/or made available through proprietary online technologies; Education services, namely, providing online seminars in the field of financial planning, individual retirement account (IRA) services, and investment strategies via existing and emerging technologies, automated or otherwise, now know or through changing technological advancements
Goods and Services
Propriety appointment process for others via the internet, namely, providing reservation services and information in connection with wealth management, financial advice, investment management, and consultations with SEC and appropriately licensed investment advisors in-person and/or online offer many of the services of a traditional financial advisor, but operate online to potentially reduce fees and promote social distancing; Provision of personalized information and investment advisory services through proprietary online systems utilizing artificial intelligence (AI) learning technologies that use prolific data, in the field of financial investment services in the nature of individual retirement accounts, financial and investment services, securities brokerage, financial advisory services, financial consulting, and estate planning; Providing information, consultancy and seminars in the field of financial planning, individual retirement account (IRA) services and investments provided electronically that range from automated investment management services to scheduling traditional in-person and/or online appointments financial advisors and financial planning services that offer many of the services of a traditional financial advisor, but operate online to potentially reduce fees and promote social distancing; Electronic downloadable publications, namely, magazines, periodicals, journals, brochures, newsletters delivered by e-mail, social media networks, podcasts, radio, television, live speaking events, and bulletins, in the fields of financial trading, personal finance, financial news, financial research, investments, finance, financial planning, individual retirement account (IRA) services, and investment strategy; Financial and investment services, namely, providing online and in-person personal finance consulting, personal coaching services, news reporting services in the field of financial news, financial research, financial planning, individual retirement account (IRA) services, financial advisory services, securities brokerage, estate planning, and investment strategy booked and/or made available through proprietary online technologies; Education services, namely, providing online seminars in the field of financial planning, individual retirement account (IRA) services, and investment strategies via existing and emerging technologies, automated or otherwise, now know or through changing technological advancements
Name/Portrait Description and/or Consent Statement
The name(s), portrait(s), and/or signature(s) shown in the mark identifies LAURA STOVER, whose consent(s) to register is made of record.
Pseudo Mark
REDEFINING WEALTH.INFO
Classification Information
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2021-04-15
Primary Code
041
Current Trademark Owners
Party Name
LS Wealth Management, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Gregory B. Perleberg
Address
Please log in with your Justia account to see this address.
Prior Registrations
Relationship TypeReel Number
Prior Registration4930146
Prior Registration4935865
Prior Registration4758930
Trademark Events
Event DateEvent Description
2020-07-27NEW APPLICATION ENTERED IN TRAM
2020-07-28TEAS VOLUNTARY AMENDMENT RECEIVED
2020-07-28TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
2020-08-19NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2020-10-07ASSIGNED TO EXAMINER
2020-10-14NON-FINAL ACTION WRITTEN
2020-10-14NON-FINAL ACTION E-MAILED
2020-10-14NOTIFICATION OF NON-FINAL ACTION E-MAILED
2021-02-18TEAS CHANGE OF OWNER ADDRESS RECEIVED
2021-02-18TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-02-18ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-02-18TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-02-18APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2021-04-12TEAS VOLUNTARY AMENDMENT RECEIVED
2021-04-12PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
2021-04-14TEAS RESPONSE TO OFFICE ACTION RECEIVED
2021-04-14CORRESPONDENCE RECEIVED IN LAW OFFICE
2021-04-15TEAS/EMAIL CORRESPONDENCE ENTERED
2021-04-28NON-FINAL ACTION WRITTEN
2021-04-28NON-FINAL ACTION E-MAILED
2021-04-28NOTIFICATION OF NON-FINAL ACTION E-MAILED
2021-10-26TEAS RESPONSE TO OFFICE ACTION RECEIVED
2021-10-26CORRESPONDENCE RECEIVED IN LAW OFFICE
2021-10-26TEAS/EMAIL CORRESPONDENCE ENTERED
2021-11-12NON-FINAL ACTION WRITTEN
2021-11-12NON-FINAL ACTION E-MAILED
2021-11-12NOTIFICATION OF NON-FINAL ACTION E-MAILED