Pence Wealth Management Planning For Your Dreams Trademark Details
Word Mark | Pence Wealth Management Planning for Your Dreams |
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Status | Alive Registered 702 — Section 8 & 15-Accepted and Acknowledged |
Current Owner
Pence Wealth Management, Incorporated of Newport Beach, CA
View all trademarks for Pence Wealth Management, IncorporatedSerial Number | 77362918 |
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Registration Number | 3491912 |
Status Date | Tuesday, September 9, 2014 |
Filing Date | Tuesday, September 9, 2014 |
Registration Date | Tuesday, August 26, 2008 |
Attorney | Timothy J. Lyden |
Correspondent
Timothy J. Lyden
Hogan Lovells US LLP
Box Intellectual Property
7930 Jones Branch Drive, 9th Floor
McLean VA 22102
Hogan Lovells US LLP
Box Intellectual Property
7930 Jones Branch Drive, 9th Floor
McLean VA 22102
Case File Statements
Indication of Colors | Color is not claimed as a feature of the mark. |
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Disclaimer with Predetermined Text | "Wealth Management" |
Goods & Services | Brokerage in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial investment in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial valuation of personal property and real estate; Insurance brokerage; Insurance brokerage in the field of life, long term care; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Life insurance brokerage |
Classifications
International Class Codes |
036
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U.S. Class Codes | 100, 101, 102 |
Status | 6 — Active |
Status Date | Monday, January 7, 2008 |
First Use Anywhere | Friday, December 1, 2006 |
First Use In Commerce | Friday, December 1, 2006 |
Primary Code | 036 |
Trademark Timeline
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Dec 01 2006First use anywhere for the mark
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Dec 01 2006First use in commerce for the mark
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Jan 02 2008Trademark application filed with USPTO
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Jan 07 2008New Application Entered In Tram
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Mar 31 2008Assigned To Examiner
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Apr 09 2008Teas/email Correspondence Entered
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Apr 09 2008Correspondence Received In Law Office
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Apr 09 2008Teas Response To Office Action Received
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Apr 09 2008Notification of Non-Final Action E-Mailed
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Apr 09 2008Non-Final Action E-Mailed
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Apr 09 2008Non-Final Action Written
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May 02 2008Law Office Publication Review Completed
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May 02 2008Assigned To Lie
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May 02 2008Approved For Pub - Principal Register
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May 02 2008Examiner's Amendment Entered
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May 02 2008Notification of Examiners Amendment E-Mailed
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May 02 2008Examiners Amendment E-Mailed
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May 02 2008Examiners Amendment -Written
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May 21 2008Notice of Publication
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Jun 10 2008Published For Opposition
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Aug 26 2008Registered-Principal Register
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Aug 26 2008Trademark officially registered with the USPTO
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Nov 13 2012Attorney Revoked And/or Appointed
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Nov 13 2012Teas Revoke/appoint Attorney Received
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Nov 30 2012Applicant/correspondence Changes (non-Responsive) Entered
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Nov 30 2012Teas Change of Owner Address Received
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Nov 07 2013Applicant/correspondence Changes (non-Responsive) Entered
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Nov 07 2013Teas Change of Owner Address Received
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Aug 22 2014Teas Section 8 & 15 Received
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Sep 09 2014Notice of Acceptance of Sec. 8 & 15 - E-Mailed
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Sep 09 2014Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
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Sep 09 2014Case Assigned To Post Registration Paralegal