USPTO serial 50128846
MINIMIZE TAX, MAXIMIZE WEALTH
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
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- Examiner
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- Law office
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What this means
Status 630 means your trademark application is in the USPTO queue and has not yet been assigned to an examining attorney. This is normal shortly after filing. Examination typically begins within three to four months, though timing varies. Wait for assignment and the first examiner action. Monitor TSDR monthly for status changes to 638 (assigned) or an office action.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Leopold Lueddemann
Leopold Lueddemann Intellacy9000 Crow Canyon RoadSte. S#130Danville, CA 94506Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial analysis; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment brokerage; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning consultation; Financial planning; Financial consulting services, namely, expert analysis in finance; Financial analyses; Financial trust operations; Financial services, namely, investment fund transfer and transaction services; Strategic financial advisory services; Strategic corporate financial advisory services; Financial restructuring services; On-line trading of financial instruments, shares, options and other derivative products; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial counseling services, namely, helping others build a better working relationship with their money; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial risk management consultation; Financial consulting; Financial consultancy; Financial forecasting; Financial consultation in the field of cash flow and investment strategy, risk mitigation, estate planning; Financial asset management; Financial advisory and consultancy services, namely, cash flow and investment strategy, risk mitigation, estate planning,; Financial planning and investment advisory services; Financial trust planning; Providing information in the field of financial stock and equity markets; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing investors with financial information; Conducting financial feasibility studies; Financial investment analysis and stock research; Providing financial information; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services; Providing information and research in the field of finance and financial investments; Financial consultancy and insurance consultancy; Financial data analysis; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial assessment services to advise in investment and insurance products, retirement investment services, and business financial planning; Financial management in the field of investment and insurance products, retirement investment services, and business financial planning; Financial management; Financial research; Providing financial information and analysis; Family office services in the nature of financial wealth management services; Financial wealth management services; Financial advice relating to retirement; Financial portfolio management; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial services in the nature of providing an investment option available for life insurance products; Providing information in the field of financial planning; Financial advice relating to tax; Financial consultancy services; Providing financial risk assessment services; Financial administration of mutual funds; Providing information in the field of personal finance; Advice on finance during retirement; Financial advisory and consultancy services, namely, business financial planning services; Financial advisory and consultancy services, namely, financial planning for businesses and individuals; Financial advisory and consultancy services, namely, investment advisory, insurance advisory, and retirement planning services; Financial advisory and consultancy services, namely, investment and insurance products, retirement investment services, and business financial planning; Providing information in the field of employee financial benefit plans; Insurance and financial information and consultancy services; Financial administration of employee benefit plans; Financial administration of group insurance plans; Investment consultancy; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 25, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 24, 2026 | NWAP | NEW APPLICATION ENTERED | — |