REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/04/2026
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Official data from USPTO
ALLWORTH FINANCIAL
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: CombinedOffice: United States
Quick snapshot
ST13
US500000088536633Class
9, 35, 36, 41, 42
Filing
88536633
Registration
6342381
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
05/05/2026
Trademark type
Combined
Nice classes
9, 35, 36, 41, 42
Filing date
07/25/2019
Registration date
05/04/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/04/2021
Last transaction
05/05/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
04/27/2019
First use in commerce
04/27/2019
Drawing code
3
Owner type
13
Owner location
SACRAMENTO, CA, US
Examiner
ANKRAH, NAAKWAMA S
Law office
L90
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of arrow shapes in a circular design pointing to a circle in the middle to the left of the term "allworth" all above the word "FINANCIAL".
Holders and representatives
Holders
ALLWORTH FINANCIAL GROUP, L.P.
Hanson McClain Group, L.P
Representatives
Kimberlee A. Boyle Richard Law Group, Inc.
Technical classification
Nice Classes
Class 9Class 35Class 36Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable electronic newsletters in the fields of retirement planningfinancial planningfinancial informationinvestmentslife in retirement livingmoney management; Downloadable computer software application for providing financial information in the nature of investmentretirementfinancial informationassessmentsplanningmanagement tools; Downloadable mobile software application for providing financial information in the nature of investmentretirementfinancial informationassessmentsplanningmanagement tools; downloadable podcasts in the fields of retirement planningfinancial planningfinancial informationinvestmentslife in retirement livingmoney management; downloadable video recordings in the fields of retirement planningfinancial planningfinancial informationinvestmentslife in retirement livingmoney management
Class 35
Tax preparation; Tax planningadviceinformationconsultancy services; Accounting services; Bookkeeping
Class 36
Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysisconsultation and forecastinginvestment managementfinancial planningretirement planningportfolio analysis and managementestate planning consultationrisk managementbrokerage servicestrust and inheritance planning
Class 41
Educational servicesproviding seminarswebinarscoursesworkshopspodcasts in the fields of retirement planningfinancial planningfinancial informationlife in retirement livinginvestmentsmoney management; Educational and entertainment servicesa continuing program about retirement planningfinancial planningfinancial informationinvestmentsmoney management accessible by radio and podcast; Entertainment servicesproviding an ongoing radio program in the fields of retirement planningfinancial planningfinancial informationinvestmentsmoney management
Class 42
Providing temporary use of onlinenon-downloadable software for providing financial information in the nature of investmentretirementfinancial informationassessmentsplanningmanagement tools
Publications
History of USPTO decisions and trademark events.
41 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/11/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/11/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/11/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/20/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/20/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/20/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
05/04/2021
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
03/30/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
03/29/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/12/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/12/2021
ALIE
ASSIGNED TO LIE
03/10/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/08/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/06/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/06/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/02/2020
GNRT
NON-FINAL ACTION E-MAILED
10/02/2020
CNRT
SU - NON-FINAL ACTION - WRITTEN
10/02/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/25/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/25/2020
IUAF
USE AMENDMENT FILED
09/10/2020
EISU
TEAS STATEMENT OF USE RECEIVED
09/10/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
04/28/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/03/2020
PUBO
PUBLISHED FOR OPPOSITION
03/03/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/12/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/27/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/19/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/19/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/19/2019
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
12/18/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/22/2019
GNRT
NON-FINAL ACTION E-MAILED
10/22/2019
CNRT
NON-FINAL ACTION WRITTEN
10/22/2019
DOCK
ASSIGNED TO EXAMINER
10/17/2019
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/01/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/01/2019
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
08/03/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/02/2019
NWAP
NEW APPLICATION ENTERED
07/29/2019
Continuous trademark protection
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