FINANCIAL WELLNESS INITIATIVE

Live / Registered — Registered and renewed (as of 26 Oct 2019)

What this means for you

Registered since 24 Mar 2009. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 24 Mar 2019).

Record

Serial number
77286074
Registration number
3596765
Mark type
Stylized text
Filed
21 Sept 2007
Registered
24 Mar 2009
Next maintenance due
24 Mar 2019
Attorney of record
Mindi M. Richter

Goods and services

  • Class 009 — Scientific and electric apparatus: Pre-recorded CD's and Pre-recorded DVD's featuring the promotion of financial planning strategies and/or tax planning strategies to financial services professionals and to existing clients or prospects of financial services professionals
  • Class 016 — Paper goods and printed matter: Printed Reports, Letters, and Postcards featuring financial strategies, financial programs and information about financial programs, and financial seminar information
  • Class 035 — Advertising and business services: Business marketing services and organizing meetings, namely, business meeting planning

Owner

Prosecution history

  • 04 Mar 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 18 Feb 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 16 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 16 Dec 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 16 Dec 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 15 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 29 Jan 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 26 Oct 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 26 Oct 2019 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 26 Oct 2019 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 26 Oct 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 25 Sept 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 24 Sept 2019 — TEAS SECTION 8 & 9 RECEIVED

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