FINANCIAL ADVICE FOR PRACTICAL PEOPLE
Live / Registered — Registered (as of 17 Dec 2024)
What this means for you
Registered since 17 Dec 2024. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97338754
- Registration number
- 7614451
- Mark type
- Stylized text
- Filed
- 30 Mar 2022
- Published for opposition
- 30 May 2023
- Registered
- 17 Dec 2024
- Attorney of record
- R. Lee Fraley
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services, namely, the development and creation of personalized strategies to achieve financial goals; financial planning and advisory services, namely, the development and creation of personalized strategic plans for investment planning, insurance planning, and retirement financing planning; investment monitoring services for financial and investment purposes; financial consultation services; fiduciary representative services; financial and investment services, namely, financial management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; investment advisory services, financial portfolio analysis and management of securities therein; wealth management services; providing consulting and information concerning insurance; providing investment review and assessment for variable and fixed annuity products; fiscal assessments and evaluations; providing information and research in the fields of personal finance, financial planning and financial management
Owner
- Wagon Wheel Capital LLC, Phoenix, AZ, US
- Wagon Wheel Capital LLC, Phoenix, AZ, US
- Wagon Wheel Capital LLC, Phoenix, AZ, US
Prosecution history
- 17 Dec 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 17 Dec 2024 — REGISTERED-PRINCIPAL REGISTER
- 16 Feb 2024 — ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
- 13 Feb 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 12 Feb 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 10 Feb 2024 — STATEMENT OF USE PROCESSING COMPLETE
- 19 Jan 2024 — USE AMENDMENT FILED
- 10 Feb 2024 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 19 Jan 2024 — TEAS STATEMENT OF USE RECEIVED
- 06 Dec 2023 — ASSIGNED TO EXAMINER
- 25 Jul 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 30 May 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 30 May 2023 — PUBLISHED FOR OPPOSITION
- 10 May 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 21 Apr 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER