WEALTH SCORECARD

Live / Registered — Registered (as of 08 Jul 2025)

What this means for you

Registered since 08 Jul 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98153070
Registration number
7861142
Mark type
Stylized text
Filed
28 Aug 2023
Registered
08 Jul 2025
Attorney of record
Josiah Collier

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, Wealth Management; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services

Owner

Prosecution history

  • 08 Jul 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 08 Jul 2025 — REGISTERED-SUPPLEMENTAL REGISTER
  • 04 Jun 2025 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 03 Jun 2025 — EXAMINER'S AMENDMENT ENTERED
  • 03 Jun 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 03 Jun 2025 — EXAMINERS AMENDMENT E-MAILED
  • 03 Jun 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 28 May 2025 — USE AMENDMENT ACCEPTED
  • 28 May 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 07 May 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 07 May 2025 — AMENDMENT TO USE PROCESSING COMPLETE
  • 07 May 2025 — USE AMENDMENT FILED
  • 07 May 2025 — TEAS AMENDMENT OF USE RECEIVED
  • 07 May 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 16 Apr 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED

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