REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/19/2026
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Official data from USPTO
THE INSTITUTE OF FINANCIAL WELLNESS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
THE INSTITUTE OF FINANCIAL WELLNESS
ST13
US500000088309156Class
36, 41
Filing
88309156
Registration
6253160
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
46
Latest update
01/20/2026
Trademark type
Word
Nice classes
36, 41
Filing date
02/20/2019
Registration date
01/19/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/19/2021
Last transaction
01/20/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
11/07/2019
First use in commerce
11/07/2019
Drawing code
4
Owner type
16
Owner location
Boynton Beach, FL
Examiner
FOX III,LYAL L
Law office
M40
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
The Institute of Financial Wellness, LLC
Representatives
JULIET ALCOBA ALCOBA LAW GROUP, P.A.
Technical classification
Nice Classes
Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial consulting; Financial planning for retirement
Class 41
Workshops and seminars in the field of financial planningtax planninginvestment advice; Education servicesproviding tutorial sessions in the field of financial planning; Providing a website featuring non-downloadable articles in the field of financial planning; Providing a website featuring non-downloadable videos in the field of financial planning; Providing a website featuring resourcesnon-downloadable publications in the nature of bookletsmagazinesarticles as well as non-downloadable educational videos all in the field of financial planning
Publications
History of USPTO decisions and trademark events.
46 publications found
EXPT
EXPARTE APPEAL TERMINATED
01/19/2021
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
01/19/2021
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
12/15/2020
ALIE
ASSIGNED TO LIE
12/15/2020
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
12/15/2020
EXPI
EX PARTE APPEAL-INSTITUTED
12/14/2020
JURT
JURISDICTION RESTORED TO EXAMINING ATTORNEY
12/14/2020
EXAF
EXPARTE APPEAL RECEIVED AT TTAB
12/10/2020
NREV
NOTICE OF REVIVAL - E-MAILED
12/07/2020
PGTT
PETITION GRANTED - TTAB APPEAL FILED
12/07/2020
APET
ASSIGNED TO PETITION STAFF
11/30/2020
EXAF
EXPARTE APPEAL RECEIVED AT TTAB
11/16/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/15/2020
PROA
TEAS PETITION TO REVIVE RECEIVED
11/15/2020
MAB2
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
09/14/2020
ABN2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
09/14/2020
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
03/17/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/17/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/17/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/17/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
03/17/2020
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
03/03/2020
GNFR
FINAL REFUSAL E-MAILED
03/03/2020
CNFR
FINAL REFUSAL WRITTEN
03/03/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/29/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/28/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/28/2020
DOCK
ASSIGNED TO EXAMINER
01/06/2020
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
12/03/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/02/2019
GNRT
NON-FINAL ACTION E-MAILED
12/02/2019
CNRT
NON-FINAL ACTION WRITTEN
12/02/2019
IUAA
USE AMENDMENT ACCEPTED
12/02/2019
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
11/08/2019
IUAF
USE AMENDMENT FILED
11/08/2019
EAAU
TEAS AMENDMENT OF USE RECEIVED
11/07/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/07/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/07/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/07/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/08/2019
GNRT
NON-FINAL ACTION E-MAILED
05/08/2019
CNRT
NON-FINAL ACTION WRITTEN
05/08/2019
DOCK
ASSIGNED TO EXAMINER
05/01/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/13/2019
NWAP
NEW APPLICATION ENTERED
02/23/2019
Continuous trademark protection
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