KAIZEN WEALTH MANAGEMENT GROUP

Live / Registered — Registered (as of 02 Apr 2024)

What this means for you

Registered since 02 Apr 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97347288
Registration number
7347899
Mark type
Stylized text
Filed
05 Apr 2022
Published for opposition
07 Mar 2023
Registered
02 Apr 2024
Attorney of record
Alex Glancy

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; providing financial services, namely, information, analysis, and planning relating to investments, asset management, cash management, investment advising and management; financial advisory and consultancy services, namely, providing market information and administering transactions relating to stocks, bonds, mutual funds, and other securities; financial and investment services, namely, providing 401(k), profit sharing, SIMPLE IRAs, SEP-IRAs, and defined benefit plans, and private investment advising and information relating to alternative strategies; funds investment; mutual funds investment; stock exchange quotations; financial services, namely, brokerage services in the field of securities, stocks, bonds, and mutual funds; financial portfolio analysis services; management, namely, investment and deposit portfolio account management; financial consultation services

Owner

Prosecution history

  • 24 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 24 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 24 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 27 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 27 Feb 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 27 Feb 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 29 Jul 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 29 Jul 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 29 Jul 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 29 Jul 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 02 Apr 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 02 Apr 2024 — REGISTERED-PRINCIPAL REGISTER
  • 29 Feb 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 28 Feb 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 08 Nov 2023 — STATEMENT OF USE PROCESSING COMPLETE

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