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Official data from USPTO

UNCOMPROMISED WEALTH MANAGEMENT

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

UNCOMPROMISED WEALTH MANAGEMENT

ST13

US500000098088770

Class

35, 36, 41, 42

Filing

98088770

Registration

7546209

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

23

Latest update

09/17/2025

Trademark type

Word

Nice classes

35, 36, 41, 42

Filing date

07/17/2023

Registration date

10/22/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/22/2024

Last transaction

09/17/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

07/17/2023

First use in commerce

07/17/2023

Drawing code

4

Owner type

13

Owner location

Folsom, CA

Examiner

BODRI, KRISTIN

Law office

L50

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Allworth Financial, L.P.

Representatives

Kimberlee A. Boyle Richard Law Group, Inc.

Technical classification

Nice Classes

Class 35Class 36Class 41Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

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 managementinvestment brokerage servicestrust and inheritance planning

Class 41

Educational servicesproviding seminarsonline non-downloadable webinarscoursesworkshopspodcasts in the fields of retirement planningfinancial planningfinancial informationlife in retirement livinginvestmentsmoney management; Educational and entertainment servicesproviding a continuing podcast about retirement planningfinancial planningfinancial informationinvestmentsmoney management accessible by radiosatelliteaudiovideo and computer networks and digital platforms; 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 information and for providing financial assessmentsplanningmanagement tools

Publications

History of USPTO decisions and trademark events.

23 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

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

10/22/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

10/22/2024

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

09/13/2024

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

09/13/2024

SUPC

STATEMENT OF USE PROCESSING COMPLETE

08/22/2024

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

08/22/2024

IUAF

USE AMENDMENT FILED

06/27/2024

EISU

TEAS STATEMENT OF USE RECEIVED

06/27/2024

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

06/25/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

04/30/2024

PUBO

PUBLISHED FOR OPPOSITION

04/30/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/10/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/26/2024

XAEC

EXAMINER'S AMENDMENT ENTERED

03/26/2024

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

03/26/2024

GNEA

EXAMINERS AMENDMENT E-MAILED

03/26/2024

CNEA

EXAMINERS AMENDMENT -WRITTEN

03/26/2024

DOCK

ASSIGNED TO EXAMINER

03/22/2024

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/16/2023

NWAP

NEW APPLICATION ENTERED

07/20/2023

Continuous trademark protection

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