Legal Representation
Attorney
Joel Edgar Engel III
Application History
2 events| Date | Code | Type | Description |
|---|---|---|---|
| Jul 11, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
| Jul 11, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 036
Financial planning and investment advisory services; Financial planning for retirement
First Use Anywhere:
Mar 30, 2014
First Use in Commerce:
Mar 30, 2014
Additional Information
Design Mark
The mark consists of The mark consists of a Venn diagram comprised of two overlapping circles arranged in a way that creates an area of overlap between the two adjacent circles. The first circle is on the left and is outlined in blue containing the blue stylized words "FAMILY", "FRIENDS", "DREAMS", "HOBBIES", and "VALUES" and the second circle is on the right and is outlined in red containing the red stylized words "INVESTMENTS", "INSURANCE", "WILLS & TRUSTS", "401K, TAXES", AND "REAL ESTATE". The words in each circle are in the area that does not overlap with the other circle. The area of overlap is colored in by purple scribbled shading. The purple stylized words "PURPLE WEALTH" appears below and centered on the Venn diagram with a purple arrow pointing to the area of overlap.
Color Claim
The color(s) blue, red, and purple is/are claimed as a feature of the mark.
Classification
International Classes
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 "INVESTMENTS INSURANCE WILLS & TRUSTS 401K TAXES REAL ESTATE" and "WEALTH", apart from the mark as shown.
USPTO Documents
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