Legal Representation
Attorney
Brian P. Kinder
USPTO Deadlines
Next Deadline
601 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2021-03-30)
Due Date
March 30, 2027
Grace Period Ends
September 30, 2027
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
9 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Mar 30, 2021 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jan 12, 2021 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jan 12, 2021 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Dec 23, 2020 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Dec 7, 2020 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 7, 2020 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 16, 2020 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Sep 15, 2020 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 15, 2020 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy 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 information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial retirement plan consulting services; Strategic financial advisory services
First Use Anywhere:
Feb 15, 1996
First Use in Commerce:
Feb 15, 1996
Additional Information
Design Mark
The mark consists of a stylized tree in gold with the bottom right of the tree extending underneath the letters "KWB WEALTH" in a stylized, uppercase green font and being adjacent and to the right of the tree.
Color Claim
The color(s) gold and green is/are claimed as a feature of the mark.
Other
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 02/15/1996
Other
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 02/15/1996
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH"