FELLOWS WEALTH MANAGEMENT
Live / Registered — Registered (as of 26 Sept 2023)
What this means for you
Registered since 26 Sept 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97260606
- Registration number
- 7172559
- Mark type
- Stylized text
- Filed
- 09 Feb 2022
- Published for opposition
- 11 Jul 2023
- Registered
- 26 Sept 2023
- Attorney of record
- JUSTIN JOHANSON
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of investment portfolios and employee pension plans; Financial retirement plan consulting services; Financial trust planning; Investment advice; Investment advice in the fields of municipal bonds, securities, retirement and private and public equity; Investment advisory services; Investment consultancy; Investment consultation; Investment consultation in the fields of municipal bonds, securities, retirement and private and public equity; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment consulting; Commodity investment advice; Consultancy of capital investment; Financial consulting services, namely, advising others regarding intellectual property investments; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Global investment research services; Information, advisory, consultancy and financial research services relating to finance and investments; Monitoring financial markets for investment purposes; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
Owner
- FELLOWS WEALTH MANAGEMENT INC, Irvine, CA, US
- FELLOWS WEALTH MANAGEMENT INC, Irvine, CA, US
- FELLOWS WEALTH MANAGEMENT INC, Irvine, CA, US
Prosecution history
- 26 Sept 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 26 Sept 2023 — REGISTERED-PRINCIPAL REGISTER
- 11 Jul 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 11 Jul 2023 — PUBLISHED FOR OPPOSITION
- 21 Jun 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 07 Jun 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 07 Jun 2023 — EXAMINER'S AMENDMENT ENTERED
- 07 Jun 2023 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 07 Jun 2023 — EXAMINERS AMENDMENT E-MAILED
- 07 Jun 2023 — EXAMINERS AMENDMENT -WRITTEN
- 19 May 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 19 May 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 19 May 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 19 May 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 19 May 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS