WHEALTH

Financial Independence Group, LLC

Application Filed: 2019-07-17

Trademark Application Details

Mark For: WHEALTH® trademark registration is intended to cover the categories of financial advisory and consultancy services; financial advisory and consultancy services, namely, the creation of personalized business development strategies for independent financial professionals to deliver to their customers. [all]

Status

2020-03-18 UTC

LIVE APPLICATION Published for Opposition

A pending trademark application has been examined by the Office and has been published in a way that provides an opportunity for the public to oppose its registration.

Research	OneLook Acronym Finder
Serial Number	88519809
Registration Number	6181133
Mark Literal Elements	WHEALTH
Mark Drawing Type	4 - STANDARD CHARACTER MARK
Mark Type	SERVICE MARK
Register	PRINCIPAL
Current Location	INTENT TO USE SECTION 2020-02-18
Basis	1(b)
Class Status	ACTIVE
Primary US Classes	100: Miscellaneous 101: Advertising and Business 102: Insurance and Financial
Primary International Class	036 - Primary Class (Insurance and financial) Insurance; financial affairs; monetary affairs; real estate affairs.
Filed Use	No
Current Use	No
Intent To Use	Yes
Filed ITU	Yes
44D Filed	No
44E Current	No
66A Current	No
Current Basis	No
No Basis	No
Attorney Name	Jeffrey J. Schwartz
Attorney Docket Number	395/6
Law Office Assigned	L90
Employee Name	SOBRAL, CHRISTINA

Timeline

2019-07-17	Application Filed
2019-11-15	Location: PUBLICATION AND ISSUE SECTION
2019-12-24	Published
2019-12-24	Published for Opposition
2019-12-24	Status: Live/Pending
2019-12-24	Transaction Date
2020-02-18	Location: INTENT TO USE SECTION
2020-02-18	Status: Notice of Allowance (NOA) sent (issued) to the applicant. Applicant must file a Statement of Use or Extension Request within six
2020-10-20	Trademark Registered

Trademark Parties (Applicants & Owners)

Party:	Financial Independence Group, LLC
Address	19520 W. Catawba Ave., Suite 200 Cornelius, NORTH CAROLINA UNITED STATES 28031
Legal Entity Type	Limited Liability Company
Legal Entity State	NORTH CAROLINA

Documents

Drawing	JPEG	2019-07-17
TEAS RF New Application	MULTI	2019-07-17
Offc Action Outgoing	XML	2019-10-03
XSearch Search Summary	XML	2019-10-03
Response to Office Action	XML	2019-11-07
Amendment and Mail Process Complete	MULTI	2019-11-08
TRAM Snapshot of App at Pub for Oppostn	MULTI	2019-11-09
Notice of Publication	XML	2019-12-04
Notification Of Notice of Publication	XML	2019-12-04
OG Publication Confirmation	APPLICATION/XML	2019-12-24
Notice of Allowance	APPLICATION/XML	2020-02-18

Attorney of Record

Jeffrey J. Schwartz
SCHWARTZ LAW FIRM, P.C.
6100 FAIRVIEW ROAD, SUITE 1135
CHARLOTTE NC 28210

Good, Services, and Codes

IC 036. US 100 101 102. G & S: Financial advisory and consultancy services; financial advisory and consultancy services, namely, the creation of personalized business development strategies for independent financial professionals to deliver to their customers

International Codes:	36
U.S. Codes:	100,101,102

Type Code	Type
GS0361	Financial advisory and consultancy services; financial advisory and consultancy services, namely, the creation of personalized business development strategies for independent financial professionals to deliver to their customers
GS0361	Financial advisory and consultancy services; financial advisory and consultancy services, namely, the creation of personalized business development strategies for independent financial professionals to deliver to their customers

Trademark Filing History

Description	Date	Proceeding Number
NOA E-MAILED - SOU REQUIRED FROM APPLICANT	2020-02-18
PUBLISHED FOR OPPOSITION	2019-12-24
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED	2019-12-24
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED	2019-12-04
ASSIGNED TO LIE	2019-11-14	68123
APPROVED FOR PUB - PRINCIPAL REGISTER	2019-11-08
TEAS/EMAIL CORRESPONDENCE ENTERED	2019-11-07	88889
TEAS RESPONSE TO OFFICE ACTION RECEIVED	2019-11-07
CORRESPONDENCE RECEIVED IN LAW OFFICE	2019-11-07	88889
NOTIFICATION OF NON-FINAL ACTION E-MAILED	2019-10-03	6325
NON-FINAL ACTION WRITTEN	2019-10-03	83185
NON-FINAL ACTION E-MAILED	2019-10-03	6325
ASSIGNED TO EXAMINER	2019-10-03	83185
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM	2019-07-24
NEW APPLICATION ENTERED IN TRAM	2019-07-20

Similar Marks

Mark Image Registration \| Serial	Company Trademark Application Date
WHEALTH 97772848 not registered Live/Pending	WHEALTH HOLDINGS LLC 2023-01-30
WHEALTH 88519809 not registered Live/Pending	Financial Independence Group, LLC 2019-07-17
WHEALTH 87862742 not registered Dead/Abandoned	Bell, Sally 2018-04-04
WHEALTH 87862742 not registered Dead/Abandoned	Long, Paul 2018-04-04
WHEALTH 87862742 not registered Dead/Abandoned	Montgomery, Scott 2018-04-04
WHEALTH 85472074 not registered Dead/Abandoned	Whealth LC, LLC 2011-11-14
WHEALTH 74537792 not registered Dead/Abandoned	CMIC Holding Company 1994-06-14
WHEALTH 74537391 not registered Dead/Abandoned	CMIC Holding Company 1994-06-14

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