Wealth Planning Partners Trademark Details

This mark is dead with a status of Abandoned-Failure to Respond or Late Response. The last case file activity for this mark occured 13 years ago on Friday, October 15, 2010, according to the United State Patent & Trademark Office
Word Mark Wealth Planning Partners
Status Dead 602 — Abandoned-Failure to Respond or Late Response

Current Owner

Loay S. Naser of Gilroy, CA

View all trademarks for Loay S. Naser
Other Trademarks for Loay S. Naser
Serial Number 77884902
Status Date Friday, October 15, 2010
Filing Date Friday, October 15, 2010

Correspondent

NASER, LOAY
NASER, LOAY
2892 BIRKDALE CT
GILROY, CA 95020-3019

Case File Statements

Goods & Services Financial advice and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis 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 and insurance consultancy; Financial evaluation for insurance purposes; Financial investment in the field of securities and mutual funds; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; 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 services, namely, life insurance settlement services; Insurance and financial information and consultancy services; Providing a website featuring non-downloadable videos in the field of financial planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Classifications

International Class Codes
036 — Class 36 includes mainly services rendered in financial and monetary affairs and services rendered in relation to insurance contracts of all kinds.
U.S. Class Codes 100, 101, 102
Status 6 — Active
Status Date Wednesday, December 9, 2009
Primary Code 036

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