ESSENTIAL INVESTING

Serial Number 99018136
680

Registration Progress

Application Filed
Jan 24, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

ESSENTIAL INVESTING

Basic Information

Serial Number
99018136
Filing Date
January 24, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
680
Status Date
Jul 14, 2025
Application
Pending
Classes
036

Rights Holder

Essential Wealth Management, LLC

16
Address
13802 N 32nd St. #14
Phoenix, AZ 85032

Ownership History

Essential Wealth Management, LLC

Original Applicant
16
Phoenix, AZ

Legal Representation

Attorney
Kenneth Motolenich-Salas

USPTO Deadlines

All Deadlines Cleared

All 3 deadline(s) have been cleared by subsequent events. No active deadlines at this time.

Application History

11 events
Date Code Type Description Documents
Jul 14, 2025 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jul 13, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jul 13, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jul 13, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jul 10, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jul 10, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Jul 10, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jul 7, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Jan 24, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Jan 24, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jan 24, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Advice relating to investments; Capital investment; Capital investment services; Capital investment consulting; Capital investment consultancy; Mutual funds and capital investment; Equity capital investment; Estate trust management; Financial advisory services; Strategic financial advisory services; Financial information and advisory services; Providing financial advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial portfolio analysis services; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; 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 services; Financial investment brokerage services; Financial management; Financial asset management; Financial portfolio management; Financial services, namely, wealth management services; Financial planning; Financial information and evaluations; On-line financial planning services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial risk management consultation; Financial risk management; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial services, namely, investment fund transfer and transaction services; Financial trust administration; Financial due diligence; Financial investment brokerage; Financial investment analysis and stock research; Fund investment consultation; Funds investment; Investment of funds; Investment of funds for others; Investment management; Trust services, namely, investment and trust company services; Investment advisory services; Investment advice; Investment consultancy; Investment consultation; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Monitoring financial markets for investment purposes; Mutual fund investment; Financial retirement plan consulting services; Financial planning for retirement; Trading in securities; Securities trading and investing services for others via the internet; Stocks and bonds brokerage; Brokerage services for stocks and bonds; Providing information regarding financial investment strategies; Providing information in the field of finance; Providing information in the field of personal finance; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of wealth management; Fiduciary services, namely, fiduciary representative services; Investment advice in the fields of retirement planning services; Financial administration of trusts and estates; Individual retirement account services; Advice on finance during retirement; Investment advice in the fields of Employer-sponsored retirement plans; Financial management in the field of financial portfolio management services; Investment advice in the fields of Registered Investment Advisor (RIA) services; Investment advice in the fields of life-event planning for financial investment purposes; Financial management in the field of wealth management and consultancy services; Financial management in the field of wealth management services; Financial advisory and consultancy services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services
First Use Anywhere: May 22, 2015
First Use in Commerce: May 22, 2015

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"INVESTING"