ALLWORTH FINANCIAL
Live / Allowed — Notice of allowance issued (as of 24 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 21 Nov 2024 filing date already counts against anyone who files later.
Record
- Serial number
- 98865143
- Mark type
- Design + words
- Filed
- 21 Nov 2024
- Published for opposition
- 27 Jan 2026
- Attorney of record
- Kimberlee A Boyle
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable electronic newsletters in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management; Downloadable computer software application for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools; Downloadable mobile software application for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools; downloadable podcasts in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management; downloadable video recordings in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management
- Class 035 — Advertising and business services: Tax preparation; 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, 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, a continuing program about retirement planning, financial planning, financial information, investments, and money management accessible by radio and podcast; 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, assessments, planning, and management tools
Owner
- ALLWORTH FINANCIAL GROUP, L.P., Folsom, CA, US
- ALLWORTH FINANCIAL GROUP, L.P., Folsom, CA, US
Prior registrations
Prosecution history
- 24 Mar 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 27 Jan 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 27 Jan 2026 — PUBLISHED FOR OPPOSITION
- 21 Jan 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 02 Jan 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 30 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 30 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 30 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 10 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 10 Oct 2025 — NON-FINAL ACTION E-MAILED
- 10 Oct 2025 — NON-FINAL ACTION WRITTEN
- 09 Oct 2025 — PREVIOUS ALLOWANCE COUNT WITHDRAWN
- 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