WEALTH DESIGN PROCESS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 18 Jun 2022)
What this means for you
Registered since 17 May 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86717031
- Registration number
- 4958833
- Mark type
- Stylized text
- Filed
- 06 Aug 2015
- Published for opposition
- 01 Mar 2016
- Registered
- 17 May 2016
- Attorney of record
- Michael W. Schroeder
Goods and services
- Class 036 — Insurance and financial services: Consulting services in the field of retirement planning, financial planning, investment management, financial risk management, insurance consulting
Owner
- Capital Income Advisors, LLC, San Diego, CA, US
- Capital Income Advisors, LLC, San Diego, CA, US
- Capital Income Advisors, LLC, San Diego, CA, US
Prosecution history
- 17 May 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 18 Jun 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 18 Jun 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 18 Jun 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 10 Jan 2022 — TEAS SECTION 8 & 15 RECEIVED
- 25 Aug 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 25 Aug 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 25 Aug 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 May 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 13 Feb 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 13 Feb 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 May 2016 — REGISTERED-PRINCIPAL REGISTER
- 01 Mar 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 01 Mar 2016 — PUBLISHED FOR OPPOSITION
- 10 Feb 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED