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Drawing for FINANCIAL WELLNESS INITIATIVE

USPTO serial 77286074

FINANCIAL WELLNESS INITIATIVE

Reviewed by CopyMark Law Group

Reg. 3596765Status 800Registered
Filing date
Status date
Registration date
Mar 24, 2009
Examiner
COWARD, KATHRYN E
Law office
GENERIC WEB UPDATE

What this means

Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.

Status 800: Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection.

Need help with FINANCIAL WELLNESS INITIATIVE?

If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Mindi M. Richter

Mindi M. Richter Shumaker, Loop & Kendrick, LLP101 E. Kennedy Blvd., Suite 2800Tampa, FL 33602United States

Goods and services

ClassDescriptionStatusFirst use
009Pre-recorded CD's and Pre-recorded DVD's featuring the promotion of financial planning strategies and/or tax planning strategies to financial services professionals and to existing clients or prospects of financial services professionalsACTIVEDec 18, 2007
016Printed Reports, Letters, and Postcards featuring financial strategies, financial programs and information about financial programs, and financial seminar informationACTIVEJul 23, 2007
035Business marketing services and organizing meetings, namely, business meeting planningACTIVEJul 23, 2007

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

DateCodeEventWhat it means
Mar 4, 2026ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Feb 18, 2026ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Dec 16, 2025TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Dec 16, 2025CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Dec 16, 2025COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Oct 15, 2025TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Oct 15, 2025ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Oct 15, 2025REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jan 29, 2020ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Oct 26, 2019NA89NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED—
Oct 26, 2019RNL1REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active.
Oct 26, 201989AGREGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTEDThe USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary.
Oct 26, 2019APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Sep 25, 2019ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Sep 24, 2019E89RTEAS SECTION 8 & 9 RECEIVED—
Mar 24, 2018REM2COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED—
Apr 15, 2014NAS8NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED—
Apr 15, 20148.OKREGISTERED - SEC. 8 (6-YR) ACCEPTEDThe USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline.
Apr 15, 2014APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Apr 4, 20148.AFREGISTERED - SEC. 8 (6-YR) FILED—
Apr 4, 2014ES8RTEAS SECTION 8 RECEIVED—
May 8, 2013ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Sep 4, 2012ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Sep 4, 2012REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Dec 23, 2009ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Dec 16, 2009ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Mar 24, 2009R.SRREGISTERED-SUPPLEMENTAL REGISTERYour mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application.
Feb 14, 2009PREVLAW OFFICE PUBLICATION REVIEW COMPLETED—
Feb 14, 2009ALIEASSIGNED TO LIE—
Feb 6, 2009CNTAAPPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER—
Feb 4, 2009IUAAUSE AMENDMENT ACCEPTED—
Jan 17, 2009AUPCAMENDMENT TO USE PROCESSING COMPLETE—
Jan 17, 2009IUAFUSE AMENDMENT FILED—
Jan 16, 2009EAAUTEAS AMENDMENT OF USE RECEIVED—
Jan 16, 2009TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Jan 16, 2009CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Jan 16, 2009ERFRTEAS REQUEST FOR RECONSIDERATION RECEIVED—
Jul 17, 2008GNFNNOTIFICATION OF FINAL REFUSAL EMAILED—
Jul 17, 2008GNFRFINAL REFUSAL E-MAILEDA final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon.
Jul 17, 2008CNFRFINAL REFUSAL WRITTENA final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon.
Jun 26, 2008TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Jun 26, 2008CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Jun 26, 2008TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Dec 27, 2007GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application.
Dec 27, 2007GNRTNON-FINAL ACTION E-MAILEDA non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application.
Dec 27, 2007CNRTNON-FINAL ACTION WRITTENA non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application.
Dec 26, 2007DOCKASSIGNED TO EXAMINER—
Sep 26, 2007NWAPNEW APPLICATION ENTERED—

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