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Official data from USPTO

WEALTH DESIGNED. LIFE DEFINED.

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

WEALTH DESIGNED. LIFE DEFINED.

ST13

US500000086185110

Class

35, 36

Filing

86185110

Registration

4597093

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

18

Latest update

10/17/2023

Trademark type

Word

Nice classes

35, 36

Filing date

02/05/2014

Registration date

09/02/2014

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/17/2023

Last transaction

10/17/2023

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

10/31/2013

First use in commerce

01/30/2014

Drawing code

4

Owner type

16

Owner location

Omaha, NE, US

Examiner

TIERNEY, MARGERY

Law office

M20

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

CWM, LLC

Representatives

Grayson J. Derrick BAIRD HOLM LLP

Technical classification

Nice Classes

Class 35Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Tax planning services

Class 36

Financial servicesfinancial planninginvestment managementfinancial risk managementestate planning services

Publications

History of USPTO decisions and trademark events.

18 publications found

NA89

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

10/17/2023

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

10/17/2023

89AG

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

10/17/2023

E89R

TEAS SECTION 8 & 9 RECEIVED

09/26/2023

REM2

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

09/02/2023

NA85

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

04/27/2020

C15P

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

04/27/2020

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/27/2020

E815

TEAS SECTION 8 & 15 RECEIVED

03/03/2020

REM1

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

09/02/2019

R.PR

REGISTERED-PRINCIPAL REGISTER

09/02/2014

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

06/17/2014

PUBO

PUBLISHED FOR OPPOSITION

06/17/2014

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

05/28/2014

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

05/13/2014

DOCK

ASSIGNED TO EXAMINER

05/12/2014

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

02/18/2014

NWAP

NEW APPLICATION ENTERED

02/08/2014

Continuous trademark protection

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