Application

TERNION

Fiduciary Wise, LLC

Trademark/Service Mark Application, Principal Register

PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

Trademark/Service Mark Application, Principal Register

Serial Number: 97324603
Filing Date: 03/22/2022

The table below presents the data as entered.

Input Field
Entered
SERIAL NUMBER 97324603
MARK INFORMATION
*MARK TERNION
STANDARD CHARACTERS YES
USPTO-GENERATED IMAGE YES
LITERAL ELEMENT TERNION
MARK STATEMENT The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER Principal
APPLICANT INFORMATION
*OWNER OF MARK Fiduciary Wise, LLC
*MAILING ADDRESS 2487 South Gilbert Rd., Suite 106-454
*CITY Gilbert
*STATE
(Required for U.S. applicants)
Arizona
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
85295
*EMAIL ADDRESS XXXX
LEGAL ENTITY INFORMATION
TYPE limited liability company
STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY WHERE LEGALLY ORGANIZED Arizona
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS 036 
*IDENTIFICATION Financial services, namely investment advice, investment management, and investment consultation; Investment risk assessment services; Financial planning and investment advisory services; Financial investment analysis and research; Monitoring financial markets for investment purposes; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advice, investment consultation, and investment management in the field of retirement; Fiduciary services, namely, fiduciary representative services
FILING BASIS SECTION 1(b)
INTERNATIONAL CLASS 042 
*IDENTIFICATION Providing temporary use of online non-downloadable software and applications for information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
FILING BASIS SECTION 1(b)
ATTORNEY INFORMATION
NAME Amanda K. Greenspon
ATTORNEY DOCKET NUMBER FIDU01-00001
ATTORNEY BAR MEMBERSHIP NUMBER XXX
YEAR OF ADMISSION XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY XX
FIRM NAME Munck Wilson Mandala, LLP
INTERNAL ADDRESS Docket Clerk
STREET P.O. Drawer 800889
CITY Dallas
STATE Texas
COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
ZIP/POSTAL CODE 75380
PHONE 972-628-3600
FAX 972-628-3616
EMAIL ADDRESS trademarks@munckwilson.com
OTHER APPOINTED ATTORNEY William A. Munck, Robert D. McCutcheon, John J. Arnott, Matthew S. Anderson, Chandler D. Stephens, John C. Cain, Melissa LaBauve
CORRESPONDENCE INFORMATION
NAME Amanda K. Greenspon
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE trademarks@munckwilson.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES) NOT PROVIDED
FEE INFORMATION
APPLICATION FILING OPTION TEAS Standard
NUMBER OF CLASSES 2
APPLICATION FOR REGISTRATION PER CLASS 350
*TOTAL FEES DUE 700
*TOTAL FEES PAID 700
SIGNATURE INFORMATION
SIGNATURE /Thomas Bick/
SIGNATORY'S NAME Thomas Bick
SIGNATORY'S POSITION Partner
SIGNATORY'S PHONE NUMBER 602-975-0281
DATE SIGNED 03/22/2022
SIGNATURE METHOD Sent to third party for signature



PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number


Trademark/Service Mark Application, Principal Register

Serial Number: 97324603
Filing Date: 03/22/2022

To the Commissioner for Trademarks:

MARK: TERNION (Standard Characters, see mark)
The literal element of the mark consists of TERNION. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Fiduciary Wise, LLC, a limited liability company legally organized under the laws of Arizona, having an address of
      2487 South Gilbert Rd., Suite 106-454
      Gilbert, Arizona 85295
      United States
      XXXX

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 services, namely investment advice, investment management, and investment consultation; Investment risk assessment services; Financial planning and investment advisory services; Financial investment analysis and research; Monitoring financial markets for investment purposes; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advice, investment consultation, and investment management in the field of retirement; Fiduciary services, namely, fiduciary representative 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.

International Class 042:  Providing temporary use of online non-downloadable software and applications for information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
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 owner's/holder's proposed attorney information: Amanda K. Greenspon. Other appointed attorneys are William A. Munck, Robert D. McCutcheon, John J. Arnott, Matthew S. Anderson, Chandler D. Stephens, John C. Cain, Melissa LaBauve. Amanda K. Greenspon of Munck Wilson Mandala, LLP, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      Docket Clerk
      P.O. Drawer 800889
      Dallas, Texas 75380
      United States
      972-628-3600(phone)
      972-628-3616(fax)
      trademarks@munckwilson.com
The docket/reference number is FIDU01-00001.
Amanda K. Greenspon 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:
      Amanda K. Greenspon
       PRIMARY EMAIL FOR CORRESPONDENCE: trademarks@munckwilson.com       SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): NOT PROVIDED


Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $700 has been submitted with the application, representing payment for 2 class(es).

Declaration

Declaration Signature

Signature: /Thomas Bick/   Date: 03/22/2022
Signatory's Name: Thomas Bick
Signatory's Position: Partner
Signatory's Phone Number: 602-975-0281
Signature method: Sent to third party for signature
Payment Sale Number: 97324603
Payment Accounting Date: 03/22/2022

Serial Number: 97324603
Internet Transmission Date: Tue Mar 22 15:46:23 ET 2022
TEAS Stamp: USPTO/BAS-XXXX:XXXX:XXXX:XXXX:XXXX:XXXX:
XXXX:XXXX-20220322154623351420-97324603-
8204da7cd2b2649f021fa848d27047de922b6ded
756cb6b50853429e26493058-CC-46213899-202
20318113343004469

Application [image/jpeg]


uspto.report is an independent third-party trademark research tool that is not affiliated, endorsed, or sponsored by the United States Patent and Trademark Office (USPTO) or any other governmental organization. The information provided by uspto.report is based on publicly available data at the time of writing and is intended for informational purposes only.

While we strive to provide accurate and up-to-date information, we do not guarantee the accuracy, completeness, reliability, or suitability of the information displayed on this site. The use of this site is at your own risk. Any reliance you place on such information is therefore strictly at your own risk.

All official trademark data, including owner information, should be verified by visiting the official USPTO website at www.uspto.gov. This site is not intended to replace professional legal advice and should not be used as a substitute for consulting with a legal professional who is knowledgeable about trademark law.

© 2024 USPTO.report | Privacy Policy | Resources | RSS Feed of Trademarks | Trademark Filings Twitter Feed