THE PHYSICIANS WEALTH CODE

Live / Applied — Third extension granted (statement of use) (as of 09 Jan 2026)

What this means for you

Not registered yet, but its 02 Aug 2023 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
98112708
Mark type
Stylized text
Filed
02 Aug 2023
Published for opposition
14 May 2024
Attorney of record
Trevor A. Caudle, Esq.

Goods and services

  • Class 016 — Paper goods and printed matter: Printed materials, namely, curricula in the field of personal finance and wealth management; Printed materials, namely, written articles in the field of personal finance and wealth management; Printed correspondence course materials in the field of personal finance and wealth management; Printed educational materials in the field of personal finance and wealth management; Printed instructional, educational, and teaching materials in the field of personal finance and wealth management; Printed publications, namely, brochures, booklets, and teaching materials in the field of personal finance and wealth management; Printed teaching materials in the field of personal finance and wealth management
  • Class 036 — Insurance and financial services: Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, for physicians, doctors, and medical professionals; Financial consultancy services; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Insurance and financial information and consultancy services; On-line financial planning services; Providing financial assessment services to physicians, doctors, medical professionals; Providing financial consultation services to physicians, doctors, medical professionals; Providing financial information services to physicians, doctors, medical professionals; Strategic corporate financial advisory services
  • Class 041 — Education and entertainment services: Education in the fields of personal finance and wealth management rendered through correspondence courses; Education services, namely, one-on-one mentoring in the fields of personal finance and wealth management; Education services, namely, providing non-downloadable webinars in the field of personal finance and wealth management; Education services, namely, providing panel discussions in the field of personal finance and wealth management; Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; Conducting of in-person educational forums in the field of personal finance and wealth management; Development and dissemination of printed educational materials of others in the field of personal finance and wealth management; Educational services, namely, conducting informal on-line programs in the fields of personal finance and wealth management, and printable materials distributed therewith; Educational services, namely, conducting informal programs in the fields of personal finance and wealth management, using on-line activities and interactive exhibits, and printable materials distributed therewith; Educational services, namely, conducting educational workshops in the field of personal finance and wealth management and distribution of course materials in connection therewith in printed or electronic format; Personal appearances by an actor as a spokesperson for entertainment and education purposes; Production and distribution of videos in the field of personal finance and wealth management; Providing education in the field of personal finance and wealth management rendered through correspondence courses; Providing education in the field of personal finance and wealth management rendered through video conference

Owner

Prosecution history

  • 10 Jan 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 09 Jan 2026 — SOU EXTENSION 3 GRANTED
  • 09 Jan 2026 — SOU EXTENSION 3 FILED
  • 09 Jan 2026 — SOU TEAS EXTENSION RECEIVED
  • 15 Sept 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 10 Jun 2025 — SOU EXTENSION 2 GRANTED
  • 10 Jun 2025 — SOU EXTENSION 2 FILED
  • 10 Jun 2025 — SOU TEAS EXTENSION RECEIVED
  • 04 Mar 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 06 Jan 2025 — SOU EXTENSION 1 GRANTED
  • 06 Jan 2025 — SOU EXTENSION 1 FILED
  • 06 Jan 2025 — SOU TEAS EXTENSION RECEIVED
  • 12 Aug 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 12 Aug 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 12 Aug 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

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