SMALL WORLD WEALTH MANAGEMENT

Live / Registered — Registered (as of 19 Oct 2021)

What this means for you

Registered since 19 Oct 2021. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90018109
Registration number
6523155
Mark type
Stylized text
Filed
24 Jun 2020
Published for opposition
03 Aug 2021
Registered
19 Oct 2021
Attorney of record
The Kagan Law Group, P.C.

Goods and services

  • Class 036 — Insurance and financial services: Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and research services; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial management via the Internet; Financial planning; 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 analysis services; Financial portfolio management; Financial research and information services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial trust operations; Financial trust planning; Conducting financial feasibility studies; Electronic financial trading services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing investors with financial information; Research related to financial instruments; Strategic financial advisory services; Strategic corporate financial advisory services

Owner

Prosecution history

  • 19 Oct 2021 — REGISTERED-PRINCIPAL REGISTER
  • 03 Aug 2021 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 03 Aug 2021 — PUBLISHED FOR OPPOSITION
  • 14 Jul 2021 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 26 Jun 2021 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 30 Apr 2021 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 30 Apr 2021 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 28 Apr 2021 — ASSIGNED TO LIE
  • 14 Jan 2021 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 27 Sept 2020 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 27 Sept 2020 — NON-FINAL ACTION E-MAILED
  • 27 Sept 2020 — NON-FINAL ACTION WRITTEN
  • 26 Sept 2020 — ASSIGNED TO EXAMINER
  • 22 Jul 2020 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 27 Jun 2020 — NEW APPLICATION ENTERED

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