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Live/Registered
REGISTERED

on 10 Sep 2024

Last Applicant/ Owned by

2201 E. Camelback Rd. Ste. 400

Phoenix

AZ

85016

Serial Number

98014531 filed on 25th May 2023

Registration Number

7504271 registered on 10th Sep 2024

in the Principal Register

Correspondent Address

Jennifer L. Lefere

Jennifer L. Lefere WEISS BROWN, PLLC

SCOTTSDALE, AZ 85250

United States

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

Logo Mark Trademark Information

Financial services, namely, wealth management services; financial planning; financial advisory and consultancy services; financial consulting services, in the area of healthcare; providing financial information and financial consultation services to healthcare professionals, medical schools and healthcare facilities; financial consulting; financial asset management; financial risk management consu Read More

Classification Information


Class [041]
Education and Entertainment Services


Education services, namely, providing online non-downloadable virtual educational presentations, as well as in-person classes, workshops and seminars, all in the field of financial security planning, wealth management, diversity, equity, and inclusion wealth training, investment management and financial guidance; Education services, namely, providing classes, workshops, seminars and virtual presentations in the field of investment management, financial guidance, financial literacy, wealth management and financial security planning


First Use Date in General

28th Feb 2023

First Use Date in Commerce

28th Feb 2023

Class [036]
Insurance & Financial Services


Financial services, namely, wealth management services; financial planning; financial advisory and consultancy services; financial consulting services, in the area of healthcare; providing financial information and financial consultation services to healthcare professionals, medical schools and healthcare facilities; financial consulting; financial asset management; financial risk management consultation; providing financial information


First Use Date in General

28th Feb 2023

First Use Date in Commerce

28th Feb 2023

Mark Details


Serial Number

No 98014531

Mark Type

No Service Mark

Attorney Docket Number

No 3979.0002

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

01.15.25 -

Other natural phenomena and observable events

07.03.09 -

Lighthouses

17.03.01 -

Stones for jewelry (cut or uncut), nuggets of precious metal

Legal History


Show more

Status DateAction Taken
10th Sep 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
10th Sep 2024REGISTERED-PRINCIPAL REGISTER
01st Aug 2024ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
01st Aug 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
01st Aug 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08th Jul 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
08th Jul 2024STATEMENT OF USE PROCESSING COMPLETE
30th May 2024TEAS STATEMENT OF USE RECEIVED
30th May 2024USE AMENDMENT FILED
21st May 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT