TEAS RF New Application

Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2021)

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Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2021)

Trademark/Service Mark Application, Principal Register

Serial Number: 88519809

Filing Date: 07/17/2019

To the Commissioner for Trademarks:

MARK: WHEALTH (Standard Characters, see mark)
The literal element of the mark consists of WHEALTH.
The mark consists of standard characters, without claim to any particular font style, size, or color.

The applicant, Financial Independence Group, LLC, a limited liability company legally organized under the laws of North Carolina, having an address of
      19520 W. Catawba Ave., Suite 200
      Cornelius, North Carolina 28031
      United States

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

       International Class 036:  Financial advisory and consultancy services; financial advisory and consultancy services, namely, the creation of personalized business development strategies combining health, wellness and financial management for independent financial professionals to deliver to their customers
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.


The applicant's current Attorney Information:
      Jeffrey J. Schwartz and Jeffrey J. Schwartz of Schwartz Law Firm, P.C.      6100 Fairview Road, Suite 1135
      Charlotte, North Carolina 28210
      United States
      704-552-1889(phone)
      jjs@schwartz-iplaw.com (authorized)
The attorney docket/reference number is 395/6.

The applicant's current Correspondence Information:

Jeffrey J. Schwartz

Schwartz Law Firm, P.C.

6100 Fairview Road, Suite 1135

Charlotte, North Carolina 28210

704-552-1889(phone)

jjs@schwartz-iplaw.com (authorized) E-mail Authorization: I authorize the USPTO to send e-mail correspondence concerning the application to the applicant, the applicant's attorney, or the applicant's domestic representative at the e-mail address provided in this application. I understand that a valid e-mail address must be maintained and that the applicant or the applicant's attorney must file the relevant subsequent application-related submissions via the Trademark Electronic Application System (TEAS). Failure to do so will result in the loss of TEAS Reduced Fee status and a requirement to submit an additional processing fee of $125 per international class of goods/services.

A fee payment in the amount of $275 has been submitted with the application, representing payment for 1 class(es).

Declaration

	Basis: If the applicant is filing the application based on use in commerce under 15 U.S.C. § 1051(a): The signatory believes that the applicant is the owner of the trademark/service mark sought to be registered; The mark is in use in commerce on or in connection with the goods/services in the application; The specimen(s) shows the mark as used on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate. And/Or If the applicant is filing the application based on an intent to use the mark in commerce under 15 U.S.C. § 1051(b), § 1126(d), and/or § 1126(e): The signatory believes that the applicant is entitled to use the mark in commerce; The applicant has a bona fide intention to use the mark in commerce on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate.
	To the best of the signatory's knowledge and belief, no other persons, except, if applicable, concurrent users, have the right to use the mark in commerce, either in the identical form or in such near resemblance as to be likely, when used on or in connection with the goods/services of such other persons, to cause confusion or mistake, or to deceive.
	To the best of the signatory's knowledge, information, and belief, formed after an inquiry reasonable under the circumstances, the allegations and other factual contentions made above have evidentiary support.
	The signatory being warned that willful false statements and the like are punishable by fine or imprisonment, or both, under 18 U.S.C. § 1001, and that such willful false statements and the like may jeopardize the validity of the application or submission or any registration resulting therefrom, declares that all statements made of his/her own knowledge are true and all statements made on information and belief are believed to be true.

Declaration Signature

Signature: /jjs/   Date: 07/17/2019
Signatory's Name: Jeffrey J. Schwartz
Signatory's Position: Attorney
Payment Sale Number: 88519809
Payment Accounting Date: 07/18/2019

Serial Number: 88519809
Internet Transmission Date: Wed Jul 17 17:10:08 EDT 2019
TEAS Stamp: USPTO/BAS-XXX.XXX.XX.XX-2019071717100852
7385-88519809-620965e017559acdd461e9e16c
7626fe88afcd013976754852922dd76c334121a-
CC-4275-20190717170441608878