Legal Representation
Attorney
James L. Young
Application History
6 eventsDate | Code | Type | Description |
---|---|---|---|
Apr 2, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
Apr 2, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
Apr 2, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Apr 2, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
Apr 2, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
Apr 2, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 035
Business succession planning; Tax and taxation planning, advice, information and consultancy services
Class 036
Consulting and information concerning insurance; Estate planning; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial loan consultation; Financial planning and investment advisory services; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financing and loan services; Loan financing; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Consulting services in the field of employee benefit plans concerning insurance and finance; Business, stock option and pension valuation services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
Classification
International Classes
035
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
No claim is made to the exclusive right to use WEALTH, apart from the mark as shown.
Specific Disclaimer
No claim is made to the exclusive right to use WEALTH, apart from the mark as shown.