ALLWORTH FINANCIAL

Serial Number 98865143
630

Registration Progress

Application Filed
Nov 21, 2024
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

ALLWORTH FINANCIAL

Basic Information

Serial Number
98865143
Filing Date
November 21, 2024
Drawing Code
0

Status Summary

Current Status
Active
Status Code
630
Status Date
Nov 21, 2024
Application
Pending
Classes
009 035 036 041
+1 more

Rights Holder

ALLWORTH FINANCIAL GROUP, L.P.

13
Address
340 Palladio Parkway, Suite 501
Folsom, CA 95630

Ownership History

ALLWORTH FINANCIAL GROUP, L.P.

Original Applicant
13
Folsom, CA

Legal Representation

Attorney
Kimberlee A. Boyle

Application History

1 events
Date Code Type Description
Nov 21, 2024 NWAP I NEW APPLICATION ENTERED

Detailed Classifications

Class 009
Downloadable electronic newsletters in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management; Downloadable computer software application for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools; Downloadable mobile software application for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools; downloadable podcasts in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management; downloadable video recordings in the fields of retirement planning, financial planning, financial information, investments, life in retirement living, and money management
Class 035
Tax preparation; Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping
Class 036
Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning
Class 041
Educational services, namely, providing seminars, webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, a continuing program about retirement planning, financial planning, financial information, investments, and money management accessible by radio and podcast; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management
Class 042
Providing temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools

Additional Information

Design Mark
The mark consists of arrow shapes in a circular design pointing to a circle in the middle to the left of the term "Allworth" all above the word "FINANCIAL"..
Color Claim
Color is not claimed as a feature of the mark.

Classification

International Classes
009 035 036 041 042