PENCE WEALTH MANAGEMENT PLANNING FOR YOUR DREAMS

Serial Number 77362918
Registration 3491912
800

Registration Progress

Application Filed
Jan 2, 2008
Under Examination
Approved for Publication
May 21, 2008
Published for Opposition
Jun 10, 2008
Registered
Aug 26, 2008

Trademark Image

PENCE WEALTH MANAGEMENT PLANNING FOR YOUR DREAMS

Basic Information

Serial Number
77362918
Registration Number
3491912
Filing Date
January 2, 2008
Registration Date
August 26, 2008
Published for Opposition
June 10, 2008
Renewal Date
August 26, 2018
Drawing Code
4000

Status Summary

Current Status
Active
Status Code
800
Status Date
Oct 6, 2017
Registration
Registered
Classes
036

Rights Holder

Pence Wealth Management Incorporated

03
Address
5000 Birch Street, Suite 8000
Newport Beach, CA 92660

Ownership History

Pence Wealth Management Incorporated

Original Applicant
03
Newport Beach, CA

Pence Wealth Management Incorporated

Owner at Publication
03
Newport Beach, CA

Pence Wealth Management Incorporated

Original Registrant
03
Newport Beach, CA

Legal Representation

Attorney
Timothy J Lyden

USPTO Deadlines

Next Deadline
977 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20080826)
Due Date
August 26, 2028
Grace Period Ends
February 26, 2029

Application History

37 events
Date Code Type Description Documents
Aug 20, 2021 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Aug 20, 2021 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Aug 20, 2021 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Oct 6, 2017 NA89 E NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED Loading...
Oct 6, 2017 RNL1 Q REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) Loading...
Oct 6, 2017 89AG O REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED Loading...
Oct 6, 2017 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Sep 5, 2017 E89R I TEAS SECTION 8 & 9 RECEIVED Loading...
Aug 26, 2017 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Sep 9, 2014 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
Sep 9, 2014 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Sep 9, 2014 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Aug 22, 2014 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Nov 7, 2013 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Nov 7, 2013 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Nov 30, 2012 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Nov 30, 2012 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Nov 13, 2012 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Nov 13, 2012 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Aug 26, 2008 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jun 10, 2008 PUBO A PUBLISHED FOR OPPOSITION Loading...
May 21, 2008 NPUB O NOTICE OF PUBLICATION Loading...
May 2, 2008 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
May 2, 2008 ALIE A ASSIGNED TO LIE Loading...
May 2, 2008 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
May 2, 2008 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
May 2, 2008 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
May 2, 2008 GNEA O EXAMINERS AMENDMENT E-MAILED Loading...
May 2, 2008 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Apr 9, 2008 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Apr 9, 2008 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Apr 9, 2008 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Apr 9, 2008 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Apr 9, 2008 GNRT F NON-FINAL ACTION E-MAILED Loading...
Apr 9, 2008 CNRT R NON-FINAL ACTION WRITTEN Loading...
Mar 31, 2008 DOCK D ASSIGNED TO EXAMINER Loading...
Jan 7, 2008 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Brokerage in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial investment in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; 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 portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial valuation of personal property and real estate; Insurance brokerage; Insurance brokerage in the field of life, long term care; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Life insurance brokerage
First Use Anywhere: Dec 1, 2006
First Use in Commerce: Dec 1, 2006

Additional Information

Color Claim
Color is not claimed as a feature of the mark.

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"WEALTH MANAGEMENT"