FWM FRIEDEN WEALTH MANAGEMENT YOUR GOALS. YOUR NEEDS. OUR GUIDANCE.

Live / Registered — Registered and renewed (as of 18 Jun 2024)

What this means for you

Registered since 03 Jun 2014. 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 03 Jun 2024).

Record

Serial number
85883637
Registration number
4541796
Mark type
Design + words
Filed
22 Mar 2013
Published for opposition
18 Mar 2014
Registered
03 Jun 2014
Next maintenance due
03 Jun 2024
Attorney of record
Kevin Oliveira

Goods and services

  • Class 036 — Insurance and financial services: Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; financial services, namely, wealth management services; financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; financial services, namely, investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial affairs and monetary affairs, namely, consulting in the field of financial information and financial management

Owner

Prosecution history

  • 18 Jun 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 18 Jun 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 18 Jun 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 18 Jun 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 18 Mar 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 03 Jun 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 03 Sept 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 03 Sept 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 28 Aug 2020 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 27 Aug 2020 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
  • 25 Aug 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 22 Jun 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 22 Jun 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Jun 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 Jun 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

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