Response to Office Action

WHEALTH

Financial Independence Group, LLC

Response to Office Action

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



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