JOSEPH WEALTH MANAGEMENT

What this means for you

This application is over — abandoned 06 Apr 2021. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number

90018537

Mark type

Stylized text

Filed

24 Jun 2020

Abandoned

06 Apr 2021

Goods and services

• Class 036 — Insurance and financial services: Broker-dealer financial services in the field of securities, stocks, bonds, mutual funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage; Financial investment brokerage services; Financial management in the field of equity, stocks, bonds, mutual fund investment portfolios, employee pension plans, and trust accounts; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Investment brokerage; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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 information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic corporate financial advisory services; Strategic financial advisory services
• Class 041 — Education and entertainment services: Education services, namely, providing live and on-line classes, seminars, workshops, conferences, podcasts, and videos in the field of investment information, financial planning, insurance products for estate planning, and the financial aspects of retirement

Owner

• Joseph Wealth Management LLC, Forest Park, IL, US

Prosecution history

• 16 Apr 2021 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 16 Apr 2021 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 03 Oct 2020 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 03 Oct 2020 — NON-FINAL ACTION E-MAILED
• 03 Oct 2020 — NON-FINAL ACTION WRITTEN
• 26 Sept 2020 — ASSIGNED TO EXAMINER
• 21 Jul 2020 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 27 Jun 2020 — NEW APPLICATION ENTERED