PENCE WEALTH MANAGEMENT PLANNING FOR YOUR DREAMS
Live / Registered — Registered and renewed (as of 06 Oct 2017)
What this means for you
Registered since 26 Aug 2008. 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 26 Aug 2018).
Record
- Serial number
- 77362918
- Registration number
- 3491912
- Mark type
- Stylized text
- Filed
- 02 Jan 2008
- Published for opposition
- 10 Jun 2008
- Registered
- 26 Aug 2008
- Next maintenance due
- 26 Aug 2018
- Attorney of record
- Timothy J Lyden
Goods and services
- Class 036 — Insurance and financial services: Brokerage in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial investment in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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 valuation of personal property and real estate; Insurance brokerage; Insurance brokerage in the field of life, long term care; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Life insurance brokerage
Owner
- Pence Wealth Management Incorporated, Newport Beach, CA, US
- Pence Wealth Management Incorporated, Newport Beach, CA, US
- Pence Wealth Management Incorporated, Newport Beach, CA, US
Prior registrations
Prosecution history
- 20 Aug 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 20 Aug 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 20 Aug 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 06 Oct 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 06 Oct 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 06 Oct 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 06 Oct 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Sept 2017 — TEAS SECTION 8 & 9 RECEIVED
- 26 Aug 2017 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 09 Sept 2014 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 09 Sept 2014 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 09 Sept 2014 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 22 Aug 2014 — TEAS SECTION 8 & 15 RECEIVED
- 07 Nov 2013 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 07 Nov 2013 — TEAS CHANGE OF OWNER ADDRESS RECEIVED