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 1957 (Rev 10/2011) |
OMB No. 0651-0050 (Exp 09/20/2020) |
Response to Office Action
The table below presents the data as entered.
Input Field
|
Entered
|
SERIAL NUMBER |
88519809 |
LAW OFFICE ASSIGNED |
LAW OFFICE 109 |
MARK SECTION |
MARK |
http://uspto.report/TM/88519809/mark.png |
LITERAL ELEMENT |
WHEALTH |
STANDARD CHARACTERS |
YES |
USPTO-GENERATED IMAGE |
YES |
MARK STATEMENT |
The mark consists of standard characters, without claim to any particular font style, size or color. |
GOODS AND/OR SERVICES SECTION (current) |
INTERNATIONAL CLASS |
036 |
DESCRIPTION |
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 |
FILING BASIS |
Section 1(b) |
GOODS AND/OR SERVICES SECTION (proposed) |
INTERNATIONAL CLASS |
036 |
TRACKED TEXT DESCRIPTION |
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; financial advisory and consultancy services, namely, the creation of personalized business development strategies for independent financial
professionals to deliver to their customers |
FINAL DESCRIPTION |
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 |
FILING BASIS |
Section 1(b) |
ATTORNEY SECTION (current) |
NAME |
Jeffrey J. Schwartz |
ATTORNEY BAR MEMBERSHIP NUMBER |
NOT SPECIFIED |
YEAR OF ADMISSION |
NOT SPECIFIED |
U.S. STATE/ COMMONWEALTH/ TERRITORY |
NOT SPECIFIED |
FIRM NAME |
SCHWARTZ LAW FIRM, P.C. |
STREET |
6100 FAIRVIEW ROAD, SUITE 1135 |
CITY |
CHARLOTTE |
STATE |
North Carolina |
POSTAL CODE |
28210 |
COUNTRY |
US |
PHONE |
704-552-1889 |
EMAIL |
jjs@schwartz-iplaw.com |
AUTHORIZED TO COMMUNICATE VIA EMAIL |
Yes |
DOCKET/REFERENCE NUMBER |
395/6 |
ATTORNEY SECTION (proposed) |
NAME |
Jeffrey J. Schwartz |
ATTORNEY BAR MEMBERSHIP NUMBER |
XXX |
YEAR OF ADMISSION |
XXXX |
U.S. STATE/ COMMONWEALTH/ TERRITORY |
XX |
FIRM NAME |
SCHWARTZ LAW FIRM, P.C. |
STREET |
6100 FAIRVIEW ROAD, SUITE 1135 |
CITY |
CHARLOTTE |
STATE |
North Carolina |
POSTAL CODE |
28210 |
COUNTRY |
United States |
PHONE |
704-552-1889 |
EMAIL |
jjs@schwartz-iplaw.com |
AUTHORIZED TO COMMUNICATE VIA EMAIL |
Yes |
DOCKET/REFERENCE NUMBER |
395/6 |
CORRESPONDENCE SECTION (current) |
NAME |
JEFFREY J. SCHWARTZ |
FIRM NAME |
SCHWARTZ LAW FIRM, P.C. |
STREET |
6100 FAIRVIEW ROAD, SUITE 1135 |
CITY |
CHARLOTTE |
STATE |
North Carolina |
POSTAL CODE |
28210 |
COUNTRY |
US |
PHONE |
704-552-1889 |
EMAIL |
jjs@schwartz-iplaw.com |
AUTHORIZED TO COMMUNICATE VIA EMAIL |
Yes |
DOCKET/REFERENCE NUMBER |
395/6 |
CORRESPONDENCE SECTION (proposed) |
NAME |
Jeffrey J. Schwartz |
FIRM NAME |
SCHWARTZ LAW FIRM, P.C. |
STREET |
6100 FAIRVIEW ROAD, SUITE 1135 |
CITY |
CHARLOTTE |
STATE |
North Carolina |
POSTAL CODE |
28210 |
COUNTRY |
United States |
PHONE |
704-552-1889 |
EMAIL |
jjs@schwartz-iplaw.com |
AUTHORIZED TO COMMUNICATE VIA EMAIL |
Yes |
DOCKET/REFERENCE NUMBER |
395/6 |
SIGNATURE SECTION |
RESPONSE SIGNATURE |
/jjs/ |
SIGNATORY'S NAME |
Jeffrey J. Schwartz |
SIGNATORY'S POSITION |
Attorney |
SIGNATORY'S PHONE NUMBER |
7045521889 |
DATE SIGNED |
11/07/2019 |
AUTHORIZED SIGNATORY |
YES |
FILING INFORMATION SECTION |
SUBMIT DATE |
Thu Nov 07 10:37:59 EST 2019 |
TEAS STAMP |
USPTO/ROA-XXX.XXX.XX.XX-2
0191107103759042543-88519
809-700bbba24496e8bbe4b3d
2e98b6bfd1949418444354532
2927e7bc73b2af2ffee0-N/A-
N/A-20191107103113007706 |
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 1957 (Rev 10/2011) |
OMB No. 0651-0050 (Exp 09/20/2020) |
Response to Office Action
To the Commissioner for Trademarks:
Application serial no.
88519809 WHEALTH(Standard Characters, see http://uspto.report/TM/88519809/mark.png) has been amended as follows:
CLASSIFICATION AND LISTING OF GOODS/SERVICES
Applicant proposes to amend the following class of goods/services in the application:
Current: Class 036 for 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
Original Filing Basis:
Filing Basis: Section 1(b), Intent to Use: For a trademark or service mark application: As of the application filing date, the applicant had a bona fide intention, and was
entitled, to use the mark in commerce on or in connection with the identified goods/services in the application.
For a collective trademark, collective service mark, or collective membership
mark application: As of the application filing date, the applicant had a bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by members
on or in connection with the identified goods/services/collective membership organization.
For a certification mark application: As of the application filing date, the applicant had a
bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by authorized users in connection with the identified goods/services, and the applicant will
not engage in the production or marketing of the goods/services to which the mark is applied, except to advertise or promote recognition of the certification program or of the goods/services that
meet the certification standards of the applicant.
Proposed:
Tracked Text Description: 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;
financial advisory and consultancy services, namely, the creation of personalized business development strategies for independent financial professionals to deliver to their
customersClass 036 for 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
Filing Basis: Section 1(b), Intent to Use: For a trademark or service mark application: As of the application filing date, the applicant had a bona fide intention, and was
entitled, to use the mark in commerce on or in connection with the identified goods/services in the application.
For a collective trademark, collective service mark, or collective membership
mark application: As of the application filing date, the applicant had a bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by members
on or in connection with the identified goods/services/collective membership organization.
For a certification mark application: As of the application filing date, the applicant had a
bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by authorized users in connection with the identified goods/services, and the applicant will
not engage in the production or marketing of the goods/services to which the mark is applied, except to advertise or promote recognition of the certification program or of the goods/services that
meet the certification standards of the applicant.
The applicant's current attorney information: Jeffrey J. Schwartz. Jeffrey J. Schwartz of SCHWARTZ LAW FIRM, P.C., is located at
6100 FAIRVIEW ROAD, SUITE 1135
CHARLOTTE, North Carolina 28210
US
The docket/reference number is 395/6.
The phone number is 704-552-1889.
The email address is jjs@schwartz-iplaw.com
The applicants proposed attorney information: Jeffrey J. Schwartz. Jeffrey J. Schwartz of SCHWARTZ LAW FIRM, P.C., is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX,
is located at
6100 FAIRVIEW ROAD, SUITE 1135
CHARLOTTE, North Carolina 28210
United States
The docket/reference number is 395/6.
The phone number is 704-552-1889.
The email address is jjs@schwartz-iplaw.com
Jeffrey J. Schwartz submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any
U.S. Commonwealth or territory.
The applicant's current correspondence information: JEFFREY J. SCHWARTZ. JEFFREY J. SCHWARTZ of SCHWARTZ LAW FIRM, P.C., is located at
6100 FAIRVIEW ROAD, SUITE 1135
CHARLOTTE, North Carolina 28210
US
The docket/reference number is 395/6.
The phone number is 704-552-1889.
The email address is jjs@schwartz-iplaw.com
The applicants proposed correspondence information: Jeffrey J. Schwartz. Jeffrey J. Schwartz of SCHWARTZ LAW FIRM, P.C., is located at
6100 FAIRVIEW ROAD, SUITE 1135
CHARLOTTE, North Carolina 28210
United States
The docket/reference number is 395/6.
The phone number is 704-552-1889.
The email address is jjs@schwartz-iplaw.com
SIGNATURE(S)
Response Signature
Signature: /jjs/ Date: 11/07/2019
Signatory's Name: Jeffrey J. Schwartz
Signatory's Position: Attorney
Signatory's Phone Number: 7045521889
The signatory has confirmed that he/she is a U.S.-licensed attorney who is an active member in good standing of the bar of the highest court of a U.S. state (including the District of Columbia and
any U.S. Commonwealth or territory); and he/she is currently the owner's/holder's attorney or an associate thereof; and to the best of his/her knowledge, if prior to his/her appointment another
U.S.-licensed attorney not currently associated with his/her company/firm previously represented the owner/holder in this matter: the owner/holder has revoked their power of attorney by a signed
revocation or substitute power of attorney with the USPTO; the USPTO has granted that attorney's withdrawal request; the owner/holder has filed a power of attorney appointing him/her in this matter;
or the owner's/holder's appointed U.S.-licensed attorney has filed a power of attorney appointing him/her as an associate attorney in this matter.
Mailing Address: JEFFREY J. SCHWARTZ
SCHWARTZ LAW FIRM, P.C.
6100 FAIRVIEW ROAD, SUITE 1135
CHARLOTTE, North Carolina 28210
Mailing Address: Jeffrey J. Schwartz
SCHWARTZ LAW FIRM, P.C.
6100 FAIRVIEW ROAD, SUITE 1135
CHARLOTTE, North Carolina 28210
Serial Number: 88519809
Internet Transmission Date: Thu Nov 07 10:37:59 EST 2019
TEAS Stamp: USPTO/ROA-XXX.XXX.XX.XX-2019110710375904
2543-88519809-700bbba24496e8bbe4b3d2e98b
6bfd19494184443545322927e7bc73b2af2ffee0
-N/A-N/A-20191107103113007706