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Official data from USPTO

FWM FRIEDEN WEALTH MANAGEMENT YOUR GOALS. YOUR NEEDS. OUR GUIDANCE.

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

FWM FRIEDEN WEALTH MANAGEMENT YOUR GOALS. YOUR NEEDS. OUR GUIDANCE.

ST13

US500000085883637

Class

36

Filing

85883637

Registration

4541796

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

41

Latest update

06/18/2024

Trademark type

Combined

Nice classes

36

Filing date

03/22/2013

Registration date

06/03/2014

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/18/2024

Last transaction

06/18/2024

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

03/30/2013

First use in commerce

03/30/2013

Drawing code

3

Owner type

01

Owner location

Virginia Beach, VA, US

Examiner

MACIOL II, EUGENE VALENTINE-JO

Current location

PUBLICATION AND ISSUE SECTION

Mark description

The mark consists of the text "F" in a large capital letter next to the letters "W" and "M" in large capital letters stacked to the right on the field of a rectangle and positioned over a narrower rectangle all appearing to the left of the word "FRIEDEN" in capital letters stacked above the words "WEALTH MANAGEMENT" and centered below those words are the words "YOUR GOALS. YOUR NEEDS. OUR GUIDANCE." in smaller capital letters.

Holders and representatives

Holders

WINFIELD, ROSS G
B. F. (pessoa física)

Representatives

Kevin Oliveira Odin, Feldman & Pittleman PC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; financial serviceswealth management services; financial servicesadvice relating to investmentsasset managementcash managementcharitable monetary giving through financial and estate planning; financial analysis and consultationfinancial planning consultationfinancial portfolio managementfinancial research and financial risk management; financial servicesinvestment fund transfer and transaction services; assisting others with the completion of financial transactions for stocksbondssecurities and equities; investment management; investment servicesasset acquisitionconsultationdevelopment and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis servicesfinancial analysis; financial affairs and monetary affairsconsulting in the field of financial information and financial management

Publications

History of USPTO decisions and trademark events.

41 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

06/18/2024

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

06/18/2024

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

06/18/2024

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/18/2024

E89R

TEAS SECTION 8 & 9 RECEIVED

03/18/2024

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

06/03/2023

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

09/03/2020

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

09/03/2020

EROP

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

08/28/2020

PR23

POST REGISTRATION ACTION MAILED - SEC. 8 & 15

08/27/2020

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

08/25/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

06/22/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/22/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

06/22/2020

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

06/22/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

06/22/2020

E815

TEAS SECTION 8 & 15 RECEIVED

06/03/2020

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

06/03/2019

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

12/03/2014

R.PR

REGISTERED-PRINCIPAL REGISTER

06/03/2014

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/18/2014

PUBO

PUBLISHED FOR OPPOSITION

03/18/2014

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

02/26/2014

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

02/08/2014

ALIE

ASSIGNED TO LIE

02/08/2014

AAUA

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

01/22/2014

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/21/2014

IUAA

USE AMENDMENT ACCEPTED

01/21/2014

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/08/2014

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

01/08/2014

IUAF

USE AMENDMENT FILED

01/08/2014

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/07/2014

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

01/07/2014

EAAU

TEAS AMENDMENT OF USE RECEIVED

01/07/2014

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

01/07/2014

CNRT

NON-FINAL ACTION MAILED

07/08/2013

CNRT

NON-FINAL ACTION WRITTEN

07/08/2013

DOCK

ASSIGNED TO EXAMINER

07/01/2013

MDSC

NOTICE OF DESIGN SEARCH CODE MAILED

03/27/2013

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/26/2013

NWAP

NEW APPLICATION ENTERED

03/26/2013

Continuous trademark protection

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