NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
12/17/2024
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Official data from USPTO
TRANSFORMATION WEALTH GROUP
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
TRANSFORMATION WEALTH GROUP
ST13
US500000098400505Class
36
Filing
98400505
Registration
7609126
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
12/17/2024
Trademark type
Word
Nice classes
36
Filing date
02/09/2024
Registration date
12/17/2024
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/17/2024
Last transaction
12/17/2024
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
04/27/2020
First use in commerce
12/08/2020
Drawing code
4
Owner type
16
Owner location
Havertown, PA
Examiner
DAWE III, WILLIAM H
Law office
L80
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Transformation Wealth Group, LLC
Representatives
Rosezena J. Pierce, Esq. R.J. Pierce Law Group, PC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Business brokerage services and related consulting pertaining to business salesmergersacquisitions and business valuations; Business brokerage services and related consulting pertaining to procurementbuyingselling and tendering information and opportunities; Business credit verification services; Business equity research; Business finance procurement services; Business liquidation services; Businessstock option and pension valuation services; Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planningthe creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; Financial services rendered in connection with the issuancereceipt and transfer of lines of creditcredit processing 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; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial servicesarranging of modified loan terms designed to prevent home foreclosure; Financial servicesbusiness fundraising for others; Financial servicesbusiness fundraising provided over a computer network such as the Internet; Financial servicescommodity trading and managed futures advisory and management services; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicescorporate workoutdebt restructuringreceivershiploan resolution for commercial loans; Financial servicescredit agencies featuring credit processingcredit checkingcredit analyzingfinancial reporting services; Financial servicescredit repair and restoration; Financial servicesdebt resolution services in the nature of debt settlement and elimination; Financial servicesdebt settlement; Financial servicesestate settlement services; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesinvestment fund transfer and transaction services; Financial servicesissuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial serviceslife insurance settlement services; Financial servicesloan default mitigation services; Financial servicesloss mitigation services for under- or non-performing mortgage loans; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial servicesproviding for the exchange of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; Financial servicesproviding information in the fields of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; Financial servicesraising debt and equity capital for others; Financial servicessavings programs for youths; Financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; Financial servicesvehicle title loans; Financial serviceswealth management services; Financial administration of retirement plans; Financial advice and consultancy services; Financial advicebudget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro creditsmicro finance and energy products; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial advisory and consultancy servicesbusinessesindividualsfamilies; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analysis and research services; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial consultancy services; Financial consultancy services in the area of healthcare; Financial consultation in the field of environmental managementadvising business and individuals on issues of portfolio planning and investment planning; Financial consulting servicesexpert analysis in finance; Financial counseling serviceshelping others build a better working relationship with their money; Financial credit rating services; Financial credit scoring services; Financial custody servicesmaintaining possession of financial assets for others for financial management purposes; Financial due diligence services in the field of real estate; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial guarantees; Financial information services provided on-line from a computer database or a global computer networkproviding information in the field of financial classification of companies and securities; Financial information and advisory services; Financial investment servicesadministering the issuanceunderwriting and distribution of securities; Financial management of employee pension plans; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial servicesmortgage planning; Financial transaction servicesproviding secure commercial transactions and payment options; Financial trust planning; Insurance administration; Insurance administration servicesassisting others with adjusting insurance claims; Insurance agencies; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage services; Insurance carrier services; Insurance claims administration; Insurance claims processing; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Insurance risk management; Insurance servicesproviding independent scoring service related to existing medical services in a specific geographic region for insurance evaluation purposes; Insurance servicesunderwritingissuing and administration of life insurance; Insurance serviceswriting property and casualty insurance; Insurance subrogation; Insurance underwriting consultation; Insurance underwriting services for all types of insurance; Accident insurance underwriting; Accident insurance underwriting services; Administration of employee welfare benefit plans concerning insurance and finance; Advising others concerning investments in intellectual property assets and intangible business assetsboth directly and indirectly through other entities; Assessing insurance claims; Business liquidation servicesfinancial; Claims administration services in the field of health insurance; College consulting servicesassisting students in applying for scholarships and financial aid; College counseling servicesassisting students in applying for scholarships and financial aid; Consultancy services relating to insurance; Consulting and information concerning insurance; Dental health insurance administration; Dental health insurance underwriting and administration; Development of insurance policies for others; Financial advice relating to tax; Financial advice relating to income tax; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Health insurance cooperative services in the nature of underwritingissuing and administration of health insurance; Health insurance underwriting; Informationadvisoryconsultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; Life insurance brokerage; Life insurance underwriting; Medical insurance underwriting; On-line financial planning services; Onlinereal-time tax payment processingtax payment financial managementtax payment financial analysis 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 productsmoney management services; 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 financial assessment services to businessesindividualsfamilies; Providing financial consultation services to businessesindividualsfamilies; Providing financial information services to businessesindividualsfamilies; Providing financial risk management services for electronic funds transfercredit and debit card and electronic check transactions via a global computer network; Providing insurance information; Providing an internet website portal in the field of financial transaction and payment processing services; Providing information about healthcare insurance plans; Providing information in insurance matters; Providing information in the field of estate planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Real estate servicestax appraisals; Real estate title insurance underwriting services; Strategic financial advisory services; Strategic corporate financial advisory services
Publications
History of USPTO decisions and trademark events.
15 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
12/17/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10/15/2024
PUBO
PUBLISHED FOR OPPOSITION
10/15/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
09/25/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/09/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/06/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/06/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/06/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/05/2024
GNRT
NON-FINAL ACTION E-MAILED
09/05/2024
CNRT
NON-FINAL ACTION WRITTEN
09/05/2024
DOCK
ASSIGNED TO EXAMINER
09/04/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/10/2024
NWAP
NEW APPLICATION ENTERED
02/09/2024
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