WAI

Wealth Advisors Of Iowa, L.l.c.

Application Filed: 2019-11-05
Trademark Application Details
Trademark Logo WAI

Mark For: WAI® trademark registration is intended to cover the categories of financial consulting, namely, wealth advisory service; investment management; investment advisory services; financial portfolio management; financial planning; financial planning for retirement; financial risk management; financial management; cash management; financial services, namely, strategic wealth advisory services in the field of wealth management planning for individuals; investment planning; investment consulting; investment funding services; finance advisory services; estate planning; financial planning, management and advisory services for retirement; financial risk planning services. [all]

Status

2020-01-19 UTC
LIVE APPLICATION Awaiting Examination
The trademark application has been accepted by the Office (has met the minimum filing requirements) and has not yet been assigned to an examiner.


Research OneLook Acronym Finder
Serial Number88680215
Registration Number6219674
Mark Literal ElementsWAI
Mark Drawing Type4 - STANDARD CHARACTER MARK
Mark TypeSERVICE MARK
RegisterPRINCIPAL
Current LocationNEW APPLICATION PROCESSING 2019-11-09
Basis1(b)
Class StatusACTIVE
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 UseNo
Current UseNo
Intent To UseYes
Filed ITUYes
44D FiledNo
44E CurrentNo
66A CurrentNo
Current BasisNo
No BasisNo
Attorney NameChristopher A. Proskey
Attorney Docket Number27569.0008

Timeline

2019-11-05Application Filed
2019-11-09Location: NEW APPLICATION PROCESSING
2019-11-09Status: Live/Pending
2019-11-09Status: New application will be assigned to an examining attorney approximately 3 months after filing date.
2019-11-15Transaction Date
2020-12-15Trademark Registered

Trademark Parties (Applicants & Owners)

Party: WEALTH ADVISORS OF IOWA, L.L.C.
Address1601 West Lakes Pkwy #300 West Des Moines, IOWA UNITED STATES 50266
Legal Entity TypeLimited Liability Company
Legal Entity StateIOWA

Documents

DrawingIMAGE/JPEG2019-11-05
TEAS RF New ApplicationAPPLICATION/XML,IMAGE/JPEG2019-11-05

Attorney of Record

CHRISTOPHER A. PROSKEY
BROWNWINICK LAW FIRM
666 GRAND AVENUE, SUITE 2000
DES MOINES, IA 50309

Good, Services, and Codes


IC 036. US 100 101 102. G & S: Financial consulting, namely, wealth advisory service; investment management; investment advisory services; financial portfolio management; financial planning; financial planning for retirement; financial risk management; financial management; cash management; financial services, namely, strategic wealth advisory services in the field of wealth management planning for individuals; investment planning; investment consulting; investment funding services; finance advisory services; estate planning; financial planning, management and advisory services for retirement; financial risk planning services

International Codes:36
U.S. Codes:100,101,102
Type CodeType
GS0361Financial consulting, namely, wealth advisory service; investment management; investment advisory services; financial portfolio management; financial planning; financial planning for retirement; financial risk management; financial management; cash management; financial services, namely, strategic wealth advisory services in the field of wealth management planning for individuals; investment planning; investment consulting; investment funding services; finance advisory services; estate planning; financial planning, management and advisory services for retirement; financial risk planning services
GS0361Financial consulting, namely, wealth advisory service; investment management; investment advisory services; financial portfolio management; financial planning; financial planning for retirement; financial risk management; financial management; cash management; financial services, namely, strategic wealth advisory services in the field of wealth management planning for individuals; Investment advisory services, namely, investment planning; investment consulting; capital investment funding services; finance advisory and consultancy services; estate planning; financial planning, management and advisory services for retirement; financial risk management and planning services

Trademark Filing History

DescriptionDateProceeding Number
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM2019-11-09
NEW APPLICATION ENTERED IN TRAM2019-11-08

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