PURPOSEFUL WEALTH EXPERIENCE

Live / Registered — Registered (as of 27 Dec 2022)

What this means for you

Registered since 27 Dec 2022. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97142158
Registration number
6935650
Mark type
Stylized text
Filed
24 Nov 2021
Published for opposition
11 Oct 2022
Registered
27 Dec 2022
Attorney of record
Mark D. Swanson

Goods and services

  • Class 036 — Insurance and financial services: Debt management services; Estate planning; Estate trust management; Estate trust planning; Financial planning; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment advice in the fields of securities, education and retirement; Investment advisory services; Investment management; Investment of funds for others; 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, wealth management services

Owner

Prosecution history

  • 27 Dec 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 27 Dec 2022 — REGISTERED-PRINCIPAL REGISTER
  • 11 Oct 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 11 Oct 2022 — PUBLISHED FOR OPPOSITION
  • 21 Sept 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 07 Sept 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 06 Sept 2022 — ASSIGNED TO EXAMINER
  • 30 Nov 2021 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 27 Nov 2021 — NEW APPLICATION ENTERED

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