Legal Representation
Attorney
Kevin M. Goodman
Application History
9 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 1, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Dec 1, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Dec 1, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Dec 1, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Dec 1, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Nov 24, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 12, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jul 7, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Jul 7, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial planning for retirement; Fiduciary services, namely, fiduciary representative services; Fiduciary representatives; Estate planning; Providing information in the field of estate planning; Financial risk management consultation
First Use Anywhere:
Aug 23, 2018
First Use in Commerce:
Aug 23, 2018
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"