Legal Representation
Attorney
Carrie Bader
USPTO Deadlines
Application History
12 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 10, 2025 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| Jul 10, 2025 | GNSL | F | LETTER OF SUSPENSION E-MAILED | Loading... |
| Jul 10, 2025 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Jun 12, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 12, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jun 12, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 21, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| May 21, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| May 21, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| May 8, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 26, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 13, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advice and consultancy services; financial services, namely wealth management services; financial services, namely estate settlement services; financial services, namely investment and financial asset management services; financial services, namely retirement plan consulting; financial services, namely management of planned giving for non-profit and charitable organizations; financial services, namely management of and consultancy for executive compensation packages; financial services, namely financial advice relating to taxes; financial services, namely management of funds for education costs; financial services, namely financial portfolio management
First Use Anywhere:
Nov 30, 2010
First Use in Commerce:
Nov 30, 2010
Additional Information
Pseudo Mark
VISIONARY WEALTH MANAGEMENT
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"