NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
10/07/2025
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Official data from USPTO
ESSENTIAL INVESTING
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
22
Latest update
10/08/2025
Trademark type
Combined
Nice classes
36
Filing date
01/27/2025
Registration date
10/07/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/07/2025
Last transaction
10/08/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
05/22/2015
First use in commerce
05/22/2015
Drawing code
3
Owner type
16
Owner location
Phoenix, AZ
Examiner
CRAVEN,PAUL S
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of a design element positioned to the left of the grey literal element "ESSENTIAL INVESTING", the design element comprised of an ascending bar chart of four vertically-aligned bars, with the first three bars colored in grey joined at their bases and a separate orange-colored fourth bar spaced apart to the right of the first three and not joined at the base, with an orange arrow positioned above the bar chart.
Holders and representatives
Holders
Essential Wealth Management, LLC
Representatives
Kenneth Motolenich-Salas MotoSalas Law, PLLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advice relating to investments; Capital investment; Capital investment services; Mutual funds and capital investment; Equity capital investment; Estate trust management; Financial advisory services; Strategic financial advisory services; Financial information and advisory services; Providing financial advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Informationadvisoryconsultancy and financial research services relating to finance and investments; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial portfolio analysis services; Financial analysis and research services; Financial consultancy services; Financial consulting servicesexpert analysis in finance; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial investment brokerage services; Financial management; Financial asset management; Financial portfolio management; Financial serviceswealth management services; Financial planning; Financial planning consultation; On-line financial planning services; Financial information and evaluations; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial risk management consultation; Financial risk management; Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Financial servicesinvestment fund transfer and transaction services; Financial trust administration; Financial due diligence; Financial investment brokerage; Financial investment analysis and stock research; Fund investment consultation; Funds investment; Investment of funds; Investment of funds for others; Mutual fund investment; Investment management; Trust servicesinvestment and trust company services; Investment advisory services; Investment advice; Investment consultancy; Investment consultation; Investment risk assessment services; Investment servicesasset acquisitionconsultationdevelopment and management services; Monitoring financial markets for investment purposes; Financial retirement plan consulting services; Financial planning for retirement; Trading in securities; Securities trading and investing services for others via the internet; Stocks and bonds brokerage; Brokerage services for stocks and bonds; Providing information regarding financial investment strategies; Providing information in the field of finance; Providing information in the field of personal finance; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; 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 information in the field of wealth management; Fiduciary servicesfiduciary representative services; Investment advice in the fields of retirement planning services; Financial administration of trusts and estates; Individual retirement account services; Advice on finance during retirement; Investment advice in the fields of Employer-sponsored retirement plans; Investment advice in the fields of Registered Investment Advisor (RIA) services; Investment advice in the fields of life-event planning for financial investment purposes; Financial management in the field of wealth management and consultancy services; Financial advisory and consultancy servicesfinancial asset allocationcash flow managementinvestment consultationinvestment management services
Publications
History of USPTO decisions and trademark events.
22 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
10/07/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/19/2025
PUBO
PUBLISHED FOR OPPOSITION
08/19/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/13/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/15/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
07/15/2025
ALIE
ASSIGNED TO LIE
07/15/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
07/14/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
07/14/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
07/14/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/13/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/13/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/13/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/10/2025
GNRT
NON-FINAL ACTION E-MAILED
07/10/2025
CNRT
NON-FINAL ACTION WRITTEN
07/10/2025
DOCK
ASSIGNED TO EXAMINER
07/07/2025
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
06/29/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/29/2025
MAFR
APPLICATION FILING RECEIPT MAILED
01/27/2025
NWAP
NEW APPLICATION ENTERED
01/27/2025
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