HELPING YOU HAVE A HEALTHIER RELATIONSHIP WITH YOUR MONEY
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 03 Oct 2025)
What this means for you
Registered since 30 Jul 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88257009
- Registration number
- 5820433
- Mark type
- Stylized text
- Filed
- 10 Jan 2019
- Published for opposition
- 14 May 2019
- Registered
- 30 Jul 2019
- Attorney of record
- Kent E. Baldauf, Jr.
Goods and services
- Class 035 — Advertising and business services: Tax planning services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, investment consulting, financial management, financial planning, financial portfolio management, financial research, financial risk management, retirement distribution planning, financial estate and legacy planning, and financial charitable gift planning
Owner
- Wealth Management Strategies, Inc., Pittsburgh, PA, US
- Wealth Management Strategies, Inc., Pittsburgh, PA, US
- Wealth Management Strategies, Inc., Pittsburgh, PA, US
Prosecution history
- 03 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 03 Oct 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 03 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 30 May 2025 — TEAS SECTION 8 & 15 RECEIVED
- 30 Jul 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 30 Jul 2019 — REGISTERED-PRINCIPAL REGISTER
- 14 May 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 14 May 2019 — PUBLISHED FOR OPPOSITION
- 24 Apr 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 03 Apr 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 03 Apr 2019 — EXAMINER'S AMENDMENT ENTERED
- 01 Apr 2019 — ASSIGNED TO LIE
- 01 Apr 2019 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 01 Apr 2019 — EXAMINERS AMENDMENT E-MAILED
- 01 Apr 2019 — EXAMINERS AMENDMENT -WRITTEN