TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/20/2026
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Official data from USPTO
SMALL WORLD WEALTH MANAGEMENT
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
SMALL WORLD WEALTH MANAGEMENT
ST13
US500000090018109Class
36
Filing
90018109
Registration
6523155
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
20
Latest update
07/20/2026
Trademark type
Word
Nice classes
36
Filing date
06/24/2020
Registration date
10/19/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/19/2021
Last transaction
07/20/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
03/01/2020
First use in commerce
03/01/2020
Drawing code
4
Owner type
03
Owner location
Fort Meyers, FL, US
Examiner
SAITO, KIM
Law office
N60
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Small World Wealth Management, Inc,
Small World Wealth Management, Inc,
Representatives
The Kagan Law Group, P.C. THE KAGAN LAW GROUP, P.C.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advicebudget planning; Financial advisory and consultancy services; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analyses; Financial analysis and research services; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial custody servicesmaintaining possession of financial assets for others for financial management purposes; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planningthe creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial trust operations; Financial trust planning; Conducting financial feasibility studies; Electronic financial trading services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and productsproviding financial market news and commentary; Providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing investors with financial information; Research related to financial instruments; Strategic financial advisory services; Strategic corporate financial advisory services
Publications
History of USPTO decisions and trademark events.
20 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/20/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/20/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/20/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/20/2026
R.PR
REGISTERED-PRINCIPAL REGISTER
10/19/2021
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/03/2021
PUBO
PUBLISHED FOR OPPOSITION
08/03/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/14/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/26/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/30/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/30/2021
ALIE
ASSIGNED TO LIE
04/28/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/14/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/27/2020
GNRT
NON-FINAL ACTION E-MAILED
09/27/2020
CNRT
NON-FINAL ACTION WRITTEN
09/27/2020
DOCK
ASSIGNED TO EXAMINER
09/26/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/22/2020
NWAP
NEW APPLICATION ENTERED
06/27/2020
Continuous trademark protection
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