FOUNDERS WEALTH ADVISORS LIFE WEALTH MANAGEMENT
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 22 Aug 2025)
What this means for you
Registered since 16 Jul 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87722205
- Registration number
- 5807679
- Mark type
- Stylized text
- Filed
- 15 Dec 2017
- Published for opposition
- 22 May 2018
- Registered
- 16 Jul 2019
- Attorney of record
- Devon E. White
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, consulting for financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Investment advice and brokerage services in the field of securities, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Financial and investment services, namely, asset and investment acquisition and development, consultation and advisory services, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions; Investment management and advisory services, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions; Financial services, namely, wealth management services provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Providing information in the field of financial planning, investment management and wealth management to planners to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions; Financial advisory services, namely, wealth management and retirement planning services; Financial advisory services, namely, wealth management and retirement planning services delivered to consumers via over the internet to electronic and mobile devices; Providing information in the field of financial advisory and investment services to financial planners, financial advisors and financial asset managers to enhance practice management and consumer portfolio performance; Consulting services in the field of financial advisory and investment services to financial planners, financial advisors and financial asset managers
Owner
- Founders Wealth Holdings, LLC, Raleigh, NC, US
- Founders Wealth Holdings, LLC, Chapel Hill, NC, US
- Founders Wealth Holdings, LLC, Chapel Hill, NC, US
Prosecution history
- 22 Aug 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 22 Aug 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 22 Aug 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 17 Apr 2025 — TEAS SECTION 8 & 15 RECEIVED
- 16 Jul 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 16 Jul 2019 — REGISTERED-PRINCIPAL REGISTER
- 14 Jun 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 13 Jun 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 25 May 2019 — STATEMENT OF USE PROCESSING COMPLETE
- 13 May 2019 — USE AMENDMENT FILED
- 25 May 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 13 May 2019 — TEAS STATEMENT OF USE RECEIVED
- 05 Feb 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 13 Nov 2018 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 30 Sept 2018 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED