UNCOMPROMISED WEALTH MANAGEMENT
Live / Registered — Registered (as of 22 Oct 2024)
What this means for you
Registered since 22 Oct 2024. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98088770
- Registration number
- 7546209
- Mark type
- Stylized text
- Filed
- 17 Jul 2023
- Published for opposition
- 30 Apr 2024
- Registered
- 22 Oct 2024
- Attorney of record
- Kimberlee A. Boyle
Goods and services
- Class 035 — Advertising and business services: Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping
- Class 036 — Insurance and financial services: Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning
- Class 041 — Education and entertainment services: Educational services, namely, providing seminars, online non-downloadable webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, providing a continuing podcast about retirement planning, financial planning, financial information, investments, and money management accessible by radio, satellite, audio, video and computer networks and digital platforms; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management
- Class 042 — Scientific and technological services: Providing temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information and for providing financial assessments, planning, and management tools
Owner
- Allworth Financial, L.P., Folsom, CA, US
- Allworth Financial, L.P., Folsom, CA, US
- Allworth Financial, L.P., Folsom, CA, US
Prosecution history
- 11 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 11 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 11 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 11 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 11 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 11 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 22 Oct 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 22 Oct 2024 — REGISTERED-PRINCIPAL REGISTER
- 13 Sept 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 13 Sept 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 22 Aug 2024 — STATEMENT OF USE PROCESSING COMPLETE
- 27 Jun 2024 — USE AMENDMENT FILED
- 22 Aug 2024 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 27 Jun 2024 — TEAS STATEMENT OF USE RECEIVED
- 25 Jun 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT