USPTO serial 97495385
WEALTH SUSTAINABILITY MODEL
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 16, 2024
- Examiner
- MEYERS, MORGAN LAURA
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
Need help with WEALTH SUSTAINABILITY MODEL?
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.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Greenville, SC
Greenville, SC
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial information and evaluations; Financial management in the field of plan creation and management, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, plan adminstration, retirement plans and compensation plans; Financial planning consultation; Investment advice; Investment consultation; Investment consultation in the fields of plan creation and management, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, plan adminstration, retirement plans and compensation plans | ACTIVE | May 1, 2005 |
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 22, 2025 | WOAG | WITHDRAWAL OF ATTORNEY GRANTED | — |
| Sep 22, 2025 | WOAR | TEAS WITHDRAWAL OF ATTORNEY RECEIVED | — |
| Jan 22, 2024 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 17, 2024 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 16, 2024 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 16, 2024 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your 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. |
| Aug 24, 2023 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Aug 17, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 17, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 17, 2023 | 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 11, 2023 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Aug 11, 2023 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| May 11, 2023 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| May 11, 2023 | GNRT | NON-FINAL ACTION E-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. |
| May 11, 2023 | 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. |
| Apr 22, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 27, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 12, 2022 | NWAP | NEW APPLICATION ENTERED | — |