WEALTH WITH OPTIONS - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
99042236
Word Mark
WEALTH WITH OPTIONS
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2025-02-14
Filing Date
2025-02-14
Attorney Name
Statements
Indication of Colors claimed
The color(s) red, white, and navy blue is/are claimed as a feature of the mark.
Description of Mark
The mark consists of a red circle with navy blue longitude and latitude lines with white arrows crossing over the circle from left to right. To the right of the circle, the words 'wealth with' are featured in lowercase letters in navy blue. Directly below 'wealth with' the word 'options is featured in lowercase letters in navy blue.
Goods and Services
Providing information in the field of wealth management for retirement planning and financial freedom, cash flow and budget analysis, employment changes and compensation analysis, corporate benefits review, real estate guidance, debt structure and analysis, financial education planning, and charitable giving; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Estate planning; Equity capital investment; Management of private equity funds; Public equity investment management; Private equity fund investment services; Private equity consultant services; Insurance consulting in the field of property and casualty, life, disability, and long term care insurance; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Financial advice relating to tax
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
2025-02-14
Primary Code
036
First Use Anywhere Date
2022-01-31
First Use In Commerce Date
2022-01-31
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Karen Hawkes Hawkes Law, APLC
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2025-02-14 | NEW APPLICATION ENTERED |
| 2025-02-14 | APPLICATION FILING RECEIPT MAILED |
