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BRIGHT LAKE WEALTH MANAGEMENT
Live/Pending
NOTICE OF ALLOWANCE - ISSUED

issued

on 26 Nov 2024

Last Applicant/ Owned by

1445 Victor Ave.

Redding

CA

96003

Serial Number

98270994 filed on 15th Nov 2023

Registration Number

N/A

Correspondent Address

Glenn K. Robbins II

Glenn K. Robbins II SPENCER FANE LLP

SUITE 1200

ST. LOUIS, MO 63105

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

BRIGHT LAKE WEALTH MANAGEMENT

Investment Tax Strategy being tax advisory services; Retirement income planning in the nature of income tax consultations Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, underwriting life and health insurance; Financial services, namely, investment brokerage services, financial plannin Read More

Classification Information


Class [041]
Education and Entertainment Services


Education services, namely, conducting workshops and seminars in the fields of finances, insurance, taxes, estate planning, mental and emotional health, lifestyle, and wellness; Charitable services, namely, developing training for others in the field of financial, mental and emotional health, lifestyle, and wellness with the goal of fostering independence and stability


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [036]
Insurance & Financial Services


Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, underwriting life and health insurance; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; Retirement plan administration services in the nature financial administration of retirement plans; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances in the nature of financial counseling services, namely, helping others build a better working relationship with their money; Financial advice; Financial management; Financial trust planning; Financial asset management; Financial planning for retirement; Retirement planning, specifically financial planning for retirement; Healthcare planning in the nature of organizing pre-paid health care plans; Financial legacy planning in the nature estate trust planning; Investment advisory services; Financial services, namely, estate settlement services; Investment advice; Mutual fund investment; Financial planning and investment advisory services; Annuity Services, namely, account and investment administration


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [035]
Advertising, Business & Retail Services


Investment Tax Strategy being tax advisory services; Retirement income planning in the nature of income tax consultations


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98270994

Mark Type

No Service Mark

Attorney Docket Number

No 5514670-3

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
26th Nov 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01st Oct 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01st Oct 2024PUBLISHED FOR OPPOSITION
11th Sep 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
23rd Aug 2024APPROVED FOR PUB - PRINCIPAL REGISTER
14th Aug 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
14th Aug 2024TEAS/EMAIL CORRESPONDENCE ENTERED
14th Aug 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
21st Jun 2024NON-FINAL ACTION WRITTEN
21st Jun 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED