ZINNIA WEALTH MANAGEMENT

Live / Applied — Suspended — suspension check completed, case still suspended (as of 18 Aug 2025)

What this means for you

Not registered yet, but its 14 Sept 2022 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97590817
Mark type
Stylized text
Filed
14 Sept 2022
Attorney of record
Christine McLeod

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable publications and e-books in the field of financial and retirement planning for individual consumers
  • Class 035 — Advertising and business services: annuity sales promotion for individual consumers; sales promotion of insurance for individual consumers in the fields life insurance policies and annuity contracts for others
  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services for individual consumers; financial retirement plan consulting services for individual consumers; financial risk management and consultation services for individual consumers; Annuity consulting for individual consumers; Estate planning for individual consumers; Long term care planning, namely, long term care financial planning for individual consumers; Financial planning for individual consumers; Financial planning for retirement for individual consumers; Insurance consultancy in the fields life insurance policies and annuity contracts for others namely, for individual consumers; Investment advisory services for individual consumers; Investment management and account administration for individual consumers; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others, all the foregoing for individual consumers; Providing information and advice in the field of finance, financial investments, insurance, annuities, and the financial aspects of retirement, all the foregoing for individual consumers; Providing financial information via a website for use by and directed to individual consumers and excluding the provision of software products or services
  • Class 041 — Education and entertainment services: Education and entertainment services provided via a website, blog, social media, non-downloadable publications, radio, and podcast, namely, providing classes in the field of financial and retirement planning directed to individual consumers; Production and distribution of an ongoing radio show and podcast in the field of financial and retirement planning directed to individual consumers; Arranging and conducting of seminars and workshops in the field of financial and retirement planning directed to individual consumers; all the foregoing excluding the field of software products or services

Owner

Prosecution history

  • 18 Aug 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
  • 11 Aug 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
  • 10 Feb 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
  • 31 Jul 2024 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
  • 31 Jul 2024 — LETTER OF SUSPENSION E-MAILED
  • 31 Jul 2024 — SUSPENSION LETTER WRITTEN
  • 30 Jun 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 30 Jun 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 30 Jun 2024 — TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
  • 12 Feb 2024 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
  • 07 Aug 2023 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
  • 07 Aug 2023 — LETTER OF SUSPENSION E-MAILED
  • 07 Aug 2023 — SUSPENSION LETTER WRITTEN
  • 18 Jul 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 17 Jul 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE

View this trademark record on Marksy