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
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
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