Drawing for WEALTH SIMPLIFIED

USPTO serial 85178875

WEALTH SIMPLIFIED

Reviewed by CopyMark Law Group

Filing date
Status date
Registration date
Examiner
SPRUILL, DARRYL M
Law office
TMO LAW OFFICE 112 - EXAMINING ATTORNEY ASSIGNED

What this means

These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances. If abandonment was unintentional, consult counsel about a petition to revive. Otherwise file a new application if protection is still needed.

Status 602: These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances.

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File a new U.S. trademark application, or speak with our attorneys.

Owner

Attorney of record

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

Adam Bass, JD

Adam Bass, JD Schiffrin & Longo, P.C.8201 Greensboro DriveSuite 300McLean, VA 22102

Goods and services

ClassDescriptionStatusFirst use
036Consulting services in the field of retirement plan administration and fiduciary compliance; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; 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, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust planning; Insurance and financial information and consultancy services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of financial stock and equity markets; Strategic corporate financial advisory services; Strategic financial advisory servicesACTIVEJul 2, 2010

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

Latest event (MAB2): The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time.

DateCodeEventWhat it means
May 29, 2012MAB2ABANDONMENT NOTICE MAILED - FAILURE TO RESPONDThe trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time.
May 27, 2012ABN2ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSEThe trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time.
Oct 18, 2011GNS2NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
Oct 18, 2011GNSIINQUIRY TO SUSPENSION E-MAILED
Oct 18, 2011CNSISUSPENSION INQUIRY WRITTEN
Sep 9, 2011RCCKSUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Sep 9, 2011ALIEASSIGNED TO LIE
Mar 9, 2011GRMLCORRESPONDENCE E-MAILED
Mar 9, 2011CNSLSUSPENSION LETTER WRITTEN
Mar 9, 2011TEMETEAS/EMAIL CORRESPONDENCE ENTERED
Mar 9, 2011CRFACORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 9, 2011TROATEAS 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.
Mar 8, 2011TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 27, 2011GNRNNOTIFICATION 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.
Feb 27, 2011GNRTNON-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.
Feb 27, 2011CNRTNON-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.
Feb 26, 2011DOCKASSIGNED TO EXAMINER
Nov 22, 2010NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 20, 2010NWAPNEW APPLICATION ENTERED

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