ALLWORTH FINANCIAL
Live / Allowed — Notice of allowance issued (as of 07 Oct 2025)
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
- 98865146
- Mark type
- Design + words
- Filed
- 21 Nov 2024
- Published for opposition
- 12 Aug 2025
- 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
- 07 Oct 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 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
- 12 Aug 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 12 Aug 2025 — PUBLISHED FOR OPPOSITION
- 06 Aug 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 08 Jul 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 07 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 07 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 07 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 16 Jun 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 16 Jun 2025 — NON-FINAL ACTION E-MAILED
- 16 Jun 2025 — NON-FINAL ACTION WRITTEN
- 14 Jun 2025 — PREVIOUS ALLOWANCE COUNT WITHDRAWN