ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/04/2026
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Official data from USPTO
FINANCIAL WELLNESS INITIATIVE
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FINANCIAL WELLNESS INITIATIVE
ST13
US500000077286074Class
9, 16, 35
Filing
77286074
Registration
3596765
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
48
Latest update
03/05/2026
Trademark type
Word
Nice classes
9, 16, 35
Filing date
09/21/2007
Registration date
03/24/2009
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/26/2019
Last transaction
03/05/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
12/18/2007
First use in commerce
12/18/2007
Drawing code
4
Owner type
03
Owner location
ADA, MI, US
Examiner
COWARD, KATHRYN E
Law office
M60
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
U. C. (pessoa física)
USA FINANCIAL ADVISOR ADVANCEMENT, LLC
U. C. (pessoa física)
U. C. (pessoa física)
U. C. (pessoa física)
PLUG-N-RUN
USA Financial Marketing Corp.
Representatives
Mindi M. Richter Shumaker, Loop & Kendrick, LLP
Technical classification
Nice Classes
Class 9Class 16Class 35
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Pre-recorded CD's and Pre-recorded DVD's featuring the promotion of financial planning strategies and/or tax planning strategies to financial services professionals and to existing clients or prospects of financial services professionals
Class 16
Printed ReportsLettersPostcards featuring financial strategiesfinancial programs and information about financial programsfinancial seminar information
Class 35
Business marketing services and organizing meetingsbusiness meeting planning
Publications
History of USPTO decisions and trademark events.
48 publications found
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/18/2026
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/16/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/16/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/16/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/15/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/15/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/15/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01/29/2020
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
10/26/2019
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
10/26/2019
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
10/26/2019
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/26/2019
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
09/25/2019
E89R
TEAS SECTION 8 & 9 RECEIVED
09/24/2019
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
03/24/2018
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
04/15/2014
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
04/15/2014
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/15/2014
8.AF
REGISTERED - SEC. 8 (6-YR) FILED
04/04/2014
ES8R
TEAS SECTION 8 RECEIVED
04/04/2014
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/08/2013
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/04/2012
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/04/2012
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
12/23/2009
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
12/16/2009
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
03/24/2009
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
02/14/2009
ALIE
ASSIGNED TO LIE
02/14/2009
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
02/06/2009
IUAA
USE AMENDMENT ACCEPTED
02/04/2009
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
01/17/2009
IUAF
USE AMENDMENT FILED
01/17/2009
EAAU
TEAS AMENDMENT OF USE RECEIVED
01/16/2009
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/16/2009
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/16/2009
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
01/16/2009
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
07/17/2008
GNFR
FINAL REFUSAL E-MAILED
07/17/2008
CNFR
FINAL REFUSAL WRITTEN
07/17/2008
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/26/2008
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/26/2008
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/26/2008
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/27/2007
GNRT
NON-FINAL ACTION E-MAILED
12/27/2007
CNRT
NON-FINAL ACTION WRITTEN
12/27/2007
DOCK
ASSIGNED TO EXAMINER
12/26/2007
NWAP
NEW APPLICATION ENTERED
09/26/2007
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