Trademark/Service Mark Application, Principal Register
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
TEAS Plus Application
Serial Number:88792114
Filing Date:02/10/2020
NOTE: Data fields with the * are mandatory under TEAS Plus. The wording "(if applicable)" appears where the field is only mandatory under the facts of the particular
application.
The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
Thrive Wealth Solutions LLC
*STREET
1798 Technology DR # 178
*CITY
San Jose
*STATE
(Required for U.S. applicants)
California
*COUNTRY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
95110
PHONE
408-689-2122
FAX
4082863140
EMAIL ADDRESS
rich@thrivemywealth.com
AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
LEGAL ENTITY INFORMATION
*TYPE
LIMITED LIABILITY COMPANY
* STATE/COUNTRY WHERE LEGALLY ORGANIZED
California
GOODS AND/OR SERVICES AND BASIS INFORMATION
*INTERNATIONAL CLASS
036
*IDENTIFICATION
Financial services, namely, mortgage planning; Financial services, namely, wealth management services; Financial advice and consultancy
services; Financial advisory and consultancy services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial
research and information services; Financial restructuring services; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance
brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Advisory services in the field of
employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term
disability, cancer insurance, accidental death and dismemberment; Business liquidation services, financial; College consulting services, namely, assisting students in applying for scholarships and
financial aid; Consulting and information concerning insurance; Development of insurance policies for others; Financial consultancy and insurance consultancy; Financial evaluation for insurance
purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in insurance matters;
Strategic corporate financial advisory services
*FILING BASIS
SECTION 1(b)
ADDITIONAL STATEMENTS INFORMATION
*TRANSLATION
(if applicable)
*TRANSLITERATION
(if applicable)
*CLAIMED PRIOR REGISTRATION
(if applicable)
*CONSENT (NAME/LIKENESS)
(if applicable)
*CONCURRENT USE CLAIM
(if applicable)
CORRESPONDENCE INFORMATION
*NAME
Thrive Wealth Solutions LLC
FIRM NAME
Thrive Wealth Solutions LLC
*STREET
1798 Technology DR # 178
*CITY
San Jose
*STATE
(Required for U.S. addresses)
California
*COUNTRY
United States
*ZIP/POSTAL CODE
95110
PHONE
408-689-2122
FAX
4082863140
*EMAIL ADDRESS
rich@thrivemywealth.com; thrive224@gmail.com
*AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
FEE INFORMATION
APPLICATION FILING OPTION
TEAS Plus
NUMBER OF CLASSES
1
FEE PER CLASS
225
*TOTAL FEE PAID
225
SIGNATURE INFORMATION
* SIGNATURE
/Rich Dotson/
* SIGNATORY'S NAME
Rich Dotson
* SIGNATORY'S POSITION
Principal
SIGNATORY'S PHONE NUMBER
408-689-2122
* DATE SIGNED
02/10/2020
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
TEAS Plus Application
Serial Number:88792114
Filing Date:02/10/2020
To the Commissioner for Trademarks:
MARK: FLIP Flexible LifeSTYLE Insurance Plan (Standard Characters, see mark)
The literal element of the mark consists of FLIP Flexible LifeSTYLE Insurance Plan. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Thrive Wealth Solutions LLC, a limited liability company legally organized under the laws of California, having an address of
1798 Technology DR # 178
San Jose, California 95110
United States
408-689-2122(phone)
4082863140(fax)
rich@thrivemywealth.com
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:
For specific filing basis information for each item, you must view the display within the Input Table.
International Class 036: Financial services, namely, mortgage planning; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and
consultancy services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial research and information
services; Financial restructuring services; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance
consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Advisory services in the field of employee benefits for group
healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer
insurance, accidental death and dismemberment; Business liquidation services, financial; College consulting services, namely, assisting students in applying for scholarships and financial aid;
Consulting and information concerning insurance; Development of insurance policies for others; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Providing
financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in insurance matters; Strategic corporate
financial advisory services
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. (15 U.S.C. Section 1051(b)).
The applicant's current Correspondence Information:
Email Authorization: I authorize the USPTO to send email correspondence concerning the application to the applicant or the applicant's attorney, or the applicant's domestic representative at
the email address provided in this application. I understand that a valid email 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 Plus 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 $225 has been submitted with the application, representing payment for 1 class(es).
Serial Number: 88792114
Internet Transmission Date: Mon Feb 10 23:22:05 EST 2020
TEAS Stamp: USPTO/FTK-XX.XX.XXX.XX-20200210232205927
688-88792114-700b83194ebf7cd446196e1d9c4
679b410299684f2f85ac0a51f819555aa5db847-
CC-22044614-20200210223924412603