NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
12/24/2024
Back to search
Official data from USPTO
ELLEVATION WEALTH MANAGEMENT AND LEGACY PLANNING
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: United States
Quick snapshot
ELLEVATION WEALTH MANAGEMENT AND LEGACY PLANNING
ST13
US500000098295996Class
41
Filing
98295996
Registration
7619540
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
15
Latest update
12/24/2024
Trademark type
Word
Nice classes
41
Filing date
12/02/2023
Registration date
12/24/2024
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/24/2024
Last transaction
12/24/2024
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
05/09/2023
First use in commerce
08/07/2023
Drawing code
4
Owner type
16
Owner location
Clinton, MD, US
Examiner
HENRY, NAKIA D
Law office
O20
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
ELLEVATION WEALTH MANAGEMENT AND LEGACY PLANNING, LLC
Representatives
Rosezena J. Pierce R.J. PIERCE LAW GROUP, P.C.
Technical classification
Nice Classes
Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 41
Arranging and conducting business seminars in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Arranging and conducting of conferences and congresses in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Arranging and conducting of conferences and seminars in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Arranging and conducting of conferences in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Arranging and conducting of educational conferences in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Arranging and conducting of seminars and workshops in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Arranging and conducting of seminars in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Arranging and conducting of workshops and seminars in personal awareness; Arranging and conducting of business conferences in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Arranging and conducting of educational seminars in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Arranging and conducting of training seminars in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Arrangingorganizingconductinghosting social entertainment events; Business training; Business training in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Coaching in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Conducting workshops and seminars in personal awareness; Conducting workshops and seminars in financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Education servicesmentoring in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Education servicesproviding non-downloadable webinars in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Education servicesproviding on-line mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Education servicesproviding mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Education servicesproviding mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the fields of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Education servicesone-on-one mentoring in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Education servicesone-on-one mentoring in the fields of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Education servicesproviding mentoringtutoringclassesseminars and workshops in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Educational and entertainment servicesproviding motivational and educational speakers; Educational and entertainment servicesproviding motivational and educational speakers in the field of self- and personal improvement; Educational and entertainment servicesproviding motivational speaking services in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Educational and entertainment servicesproviding speaking tours in the nature of live presentations by educational and motivational speakers; Educational servicesconducting informal on-line programs in the fields of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal developmentprintable materials distributed therewith; Educational servicesconducting informal programs in the fields of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal developmentusing on-line activities and interactive exhibitsprintable materials distributed therewith; Educational servicesproviding on-line mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Educational servicesproviding a continuing prerecorded audio program in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development accessible over the internet; Educational servicesproviding educational speakers in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Educational servicesproviding online instruction in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Educational servicesproviding online instruction in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development via an online website; Educational servicesconducting programs in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Educational servicesproviding mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the fields of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Educational servicesconducting classesseminarsconferencesworkshopsretreatscamps and field trips in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development and distribution of training material in connection therewith; Educational servicesconducting mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the fields of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development and distribution of training materials in connection therewith; Educational servicesconducting mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development and distribution of course materials in connection therewith in printed or electronic format; Educational servicesconducting mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development and distribution of educational materials in connection therewith; Educational servicesconducting mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development and distribution of course and educational materials in connection therewith; Educational servicesconducting mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Educational servicesconducting mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development and distribution of training material in connection therewith; Educational servicesconducting mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Educational servicesconducting mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videoslive appearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development and distribution of course material in connection therewith; Educational servicesdevelopingarrangingconducting educational conferences and programs and providing courses of instruction in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Entertainment services in the nature of arranging social entertainment events; Entertainment services in the nature of hosting social entertainment events; Entertainment services in the nature of organizing social entertainment events; Entertainment servicesproviding ongoing webisodes featuring financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development via a global computer network; Entertainment servicesproviding podcasts in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Entertainment servicesproviding webcasts in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Entertainment servicesproviding video podcasts in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Leadership development training in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Life coaching services in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Membership club servicesproviding training to members in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Online journalsblogs featuring financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Online video journalsvlogs featuring non-downloadable videos in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Organizing and conducting of seminars in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Peer to peer coaching services in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Personal coaching services in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Personal coaching services in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development provided via website; Professional coaching services in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing a web site featuring non-downloadable instructional videos in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing a website featuring blogs and non-downloadable publications in the nature of articlesmagazines and journals in the field(s) of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing a website featuring non-downloadable audio recordings in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing a website featuring non-downloadable photographs; Providing a website featuring non-downloadable photographs in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing group coaching in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing on-line digital publications in the nature of articlesmagazines and journals in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development via the Internet; Providing on-line publications in the nature of e-books in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing on-line training mentorshiponline non-downloadable webinarsnon-downloadable videosseminarsconferencesretreatslive and virtual workshopsinterviews with educational speakersclassescoachingvlogs featuring non-downloadable videosappearances by educational speakersmotivational and educational speakers that conduct public speaking and motivational speaking in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing on-line tutorial videos in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal developmentnot downloadable; Providing on-line videos featuring financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal developmentnot downloadable; Providing online non-downloadable e-books in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing online non-downloadable journals in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing online non-downloadable visual and audio recordings featuring financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing online non-downloadable tutorial e-books in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Workshops and seminars in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Conducting of educational conferences in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Hosting social entertainment eventsfinancial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal developmentfor others; Providing educational mentoring services and programs in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development; Providing a website featuring non-downloadable videos in the field of financial planning; Virtual personal coaching services in the field of financial planninginvestment planningwealth managementrisk managementlife insuranceestate planninglegacy planningretirement planningcollege planningbusiness retirement and benefits planningtax planningmortgage planningpersonal development
Publications
History of USPTO decisions and trademark events.
15 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
12/24/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/05/2024
PUBO
PUBLISHED FOR OPPOSITION
11/05/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/16/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/28/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/22/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/22/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/22/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/09/2024
GNRT
NON-FINAL ACTION E-MAILED
07/09/2024
CNRT
NON-FINAL ACTION WRITTEN
07/09/2024
DOCK
ASSIGNED TO EXAMINER
06/30/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/24/2024
NWAP
NEW APPLICATION ENTERED
12/06/2023
Continuous trademark protection
Get notified about every new filing that threatens ELLEVATION WEALTH MANAGEMENT AND LEGACY PLANNING or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.