BARNUM WEALTH MANAGEMENT

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 08 Jul 2022)

What this means for you

Registered since 20 Dec 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86798940
Registration number
5103130
Mark type
Stylized text
Filed
26 Oct 2015
Published for opposition
04 Oct 2016
Registered
20 Dec 2016
Attorney of record
Arthur G. Schaier

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Agencies in the field of bonds and other securities; Brokerage houses in the field of stocks, commodities, and futures; Brokerage of shares or stocks and other securities; Estate planning; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial 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 and insurance consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial forecasting; Financial investment in the field of securities; 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 management; Financial portfolio analysis services; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; 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; Funds investment; Individual retirement account services; Insurance agencies; Insurance agencies in the field of home, accident, life; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage in the field of home insurance, accident insurance; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance information and consultancy; Insurance services, namely, writing property and casualty insurance; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment management of and distribution of annuities; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Mutual fund brokerage; Mutual fund investment; Mutual funds and capital investment; Security brokerage; Securities trading and investing services for others via the internet; Stock brokerage

Owner

Prosecution history

  • 20 Dec 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 08 Jul 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 08 Jul 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 08 Jul 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Feb 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 20 Dec 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 20 Dec 2016 — REGISTERED-PRINCIPAL REGISTER
  • 04 Oct 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 04 Oct 2016 — PUBLISHED FOR OPPOSITION
  • 14 Sept 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 24 Aug 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 23 Aug 2016 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 22 Aug 2016 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 22 Aug 2016 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 22 Aug 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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