USPTO serial 85085583
INVESTING FROM A POSITION OF STRENGTH
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 13, 2014
- Examiner
- PINO, BRIAN
- Law office
- —
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.
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Owner
Greenwood Village, CO
Greenwood Village, CO
Denver, CO
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jennifer E. Schlatter
Jennifer E. Schlatter Michael Best & Friedrich LLP675 15th StreetSuite 2000Denver, CO 80202Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Electronic publications recorded on computer media, namely, books, workbooks, and pamphlets in the fields of financial planning, wealth management, and investment management; electronic publications recorded on computer media, namely, books, workbooks, and pamphlets that advise and teach consumers methods of financial planning that will increase their wealth and prosperity | ACTIVE | Jun 11, 2010 |
| 016 | Books, workbooks and pamphlets in the field of financial planning, wealth management, and investment management; books, workbooks and pamphlets that advise and teach consumers methods of financial planning that will increase their wealth and prosperity | ACTIVE | Jun 11, 2010 |
| 036 | Financial planning advisory services; wealth management advisory services; investment management advisory services; provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management | ACTIVE | Jun 11, 2010 |
| 041 | [ Educational services, namely, classes, live seminars, webinars, and seminars transmitted via radio, television, and the internet in the fields of financial planning, wealth management, investing, and investment management ] | SECTION 8 - CANCELLED | Mar 15, 2011 |
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.
- Other trademarks owned by Wealth With Ease LLC
- Other trademarks owned by Wealth With Ease LLC
- Other trademarks owned by Wealth With Ease LLC
- Other trademarks in Class 009
- Other trademarks in Class 016
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named INVESTING FROM A POSITION OF STRENGTH
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 23, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 23, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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 23, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 1, 2024 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Aug 1, 2024 | RNL1 | REGISTERED 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. |
| Aug 1, 2024 | 9G8P | REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8 | — |
| Aug 1, 2024 | 8PRT | REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED | — |
| Aug 1, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 13, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| May 13, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Feb 17, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 17, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 17, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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. |
| Feb 17, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 17, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 30, 2020 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 30, 2020 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 29, 2020 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Jul 30, 2020 | PR23 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 | — |
| Jul 30, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 13, 2020 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 13, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 13, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 13, 2020 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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. |
| May 13, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 13, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 13, 2019 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 10, 2016 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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. |
| Aug 10, 2016 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 13, 2014 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Apr 8, 2014 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 7, 2014 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Apr 4, 2014 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 3, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 3, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 26, 2014 | ALIE | ASSIGNED TO LIE | — |
| Mar 26, 2014 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Sep 30, 2013 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 30, 2013 | GNFR | FINAL REFUSAL E-MAILED | A 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. |
| Sep 30, 2013 | CNFR | SU - FINAL REFUSAL - WRITTEN | A 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. |
| Sep 25, 2013 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 25, 2013 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 18, 2013 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This 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. |
| Aug 15, 2013 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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. |
| Aug 15, 2013 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 19, 2013 | CNRT | NON-FINAL ACTION MAILED | A 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. |
| Mar 19, 2013 | CNRT | SU - NON-FINAL ACTION - WRITTEN | A 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. |
| Feb 26, 2013 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 24, 2013 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Feb 23, 2013 | IUAF | USE AMENDMENT FILED | — |
| Aug 25, 2012 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 23, 2012 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Aug 23, 2012 | EXT2 | SOU EXTENSION 2 FILED | — |
| Aug 23, 2012 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Apr 7, 2012 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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. |
| Apr 7, 2012 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 9, 2012 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED | — |
| Mar 8, 2012 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 2, 2012 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 6, 2012 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 6, 2012 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Aug 23, 2011 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jun 28, 2011 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jun 8, 2011 | NPUB | NOTICE OF PUBLICATION | — |
| May 26, 2011 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 26, 2011 | ALIE | ASSIGNED TO LIE | — |
| May 12, 2011 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 4, 2011 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 3, 2011 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 3, 2011 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This 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. |
| Nov 4, 2010 | CNRT | NON-FINAL ACTION MAILED | A 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. |
| Nov 4, 2010 | CNRT | NON-FINAL ACTION WRITTEN | A 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. |
| Oct 28, 2010 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 4, 2010 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 20, 2010 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 19, 2010 | NWAP | NEW APPLICATION ENTERED | — |