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Official data from USPTO

FELLOWS WEALTH MANAGEMENT

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

FELLOWS WEALTH MANAGEMENT

ST13

US500000097260606

Class

36

Filing

97260606

Registration

7172559

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

31

Latest update

09/26/2023

Trademark type

Word

Nice classes

36

Filing date

02/09/2022

Registration date

09/26/2023

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

09/26/2023

Last transaction

09/26/2023

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

01/01/2018

First use in commerce

01/01/2018

Drawing code

4

Owner type

03

Owner location

Irvine, CA, US

Examiner

YONTEF, DAVID ERIC

Law office

M90

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

FELLOWS WEALTH MANAGEMENT INC

Representatives

JUSTIN JOHANSON RLAS

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planningthe creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advicebudget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of investment portfolios and employee pension plans; Financial retirement plan consulting services; Financial trust planning; Investment advice; Investment advice in the fields of municipal bondssecuritiesretirement and private and public equity; Investment advisory services; Investment consultancy; Investment consultation; Investment consultation in the fields of municipal bondssecuritiesretirement and private and public equity; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assetsboth directly and indirectly through other entities; Capital investment consulting; Commodity investment advice; Consultancy of capital investment; Financial consulting servicesadvising others regarding intellectual property investments; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Global investment research services; Informationadvisoryconsultancy and financial research services relating to finance and investments; Monitoring financial markets for investment purposes; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations

Publications

History of USPTO decisions and trademark events.

31 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

09/26/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

09/26/2023

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

07/11/2023

PUBO

PUBLISHED FOR OPPOSITION

07/11/2023

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

06/21/2023

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/07/2023

XAEC

EXAMINER'S AMENDMENT ENTERED

06/07/2023

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

06/07/2023

GNEA

EXAMINERS AMENDMENT E-MAILED

06/07/2023

CNEA

EXAMINERS AMENDMENT -WRITTEN

06/07/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

05/19/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

05/19/2023

REAP

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

05/19/2023

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

05/19/2023

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

05/19/2023

GAUN

NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED

04/19/2023

GAUD

NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED

04/19/2023

NAUD

REPORT UNRESPONSIVE AMENDMENT - COMPLETED

04/19/2023

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/09/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/08/2023

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

03/08/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

01/18/2023

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

01/18/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

01/18/2023

REAP

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

01/18/2023

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

12/08/2022

GNRT

NON-FINAL ACTION E-MAILED

12/08/2022

CNRT

NON-FINAL ACTION WRITTEN

12/08/2022

DOCK

ASSIGNED TO EXAMINER

11/21/2022

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

02/15/2022

NWAP

NEW APPLICATION ENTERED

02/12/2022

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