WEALTH MANAGED PERSONALLY Trademark Information

investment banking services; financial services, namely, wealth management services; financial planning; financial advice, namely, budget planning; financial portfolio management

providing on-line newsletters in the field of financial services and wealth management

Perfect for these industries

Words that describe this mark

investment banking services financial services wealth management services financial planning financial advice budget planning financial portfolio management

This is a brand page for the WEALTH MANAGED PERSONALLY trademark by Morton Capital Management, LLC in Calabasas, CA, 91301.

Write a review about a product or service associated with this WEALTH MANAGED PERSONALLY trademark. Or, contact the owner Morton Capital Management, LLC of the WEALTH MANAGED PERSONALLY trademark by filing a request to communicate with the Legal Correspondent for licensing, use, and/or questions related to the WEALTH MANAGED PERSONALLY trademark.

On Thursday, September 27, 2018, a U.S. federal trademark registration was filed for WEALTH MANAGED PERSONALLY. The USPTO has given the WEALTH MANAGED PERSONALLY trademark serial number of 88135287. The current federal status of this trademark filing is FINAL REFUSAL, PRIOR ISSUES NOT COMPLTELY RESOLVED. The correspondent listed for WEALTH MANAGED PERSONALLY is JAMES L. VANA of PERKINS COIE LLP, 1201 THIRD AVE., SUITE 4900, SEATTLE, WA 98101 . The WEALTH MANAGED PERSONALLY trademark is filed in the category of Insurance & Financial Services , Education and Entertainment Services . The description provided to the USPTO for WEALTH MANAGED PERSONALLY is investment banking services; financial services, namely, wealth management services; financial planning; financial advice, namely, budget planning; financial portfolio management.

Word mark:	WEALTH MANAGED PERSONALLY
Status/Status Date:	FINAL REFUSAL, PRIOR ISSUES NOT COMPLTELY RESOLVED 8/1/2019 Estimated Response Deadline: 2/1/2020 See Trademark response services
Serial Number:	88135287
Filing Date:	9/27/2018
Registration Number:	NOT AVAILABLE
Registration Date:	NOT AVAILABLE
Goods and Services:	investment banking services; financial services, namely, wealth management services; financial planning; financial advice, namely, budget planning; financial portfolio management
Mark Description:	NOT AVAILABLE
Type Of Mark:	Service Mark
Published For Opposition Date:	N/A
Last Applicant/Owner:	Morton Capital Management, LLC Calabasas, CA 91301 Why is this contact information displayed? Why is this contact information displayed? [Close] The USPTO makes this data available for search by the public so that individuals can locate ownership information for intellectual property, much the same way a county might make real estate property ownership information available. Since our website is synchronized with the USPTO data, we recommend making any data changes with the USPTO directly. Our website will auto-update when the USPTO data is updated. You may also contact Trademarkia to make a request for the removal of your personally identifiable information or trademark data. Such requests must be made in writing and will be subject to verification of ownership. This policy allows verified trademark owners to specify: (A) that their identifiable information be masked, or (B) that their trademark pages permanently deleted from Trademarkia.com. Requests may be made directly to customer.service@trademarkia.com and every effort will be made to honor them within 48 hours. Click here for further details. [Close]
Mark Drawing Code:	Standard Character Mark
Design Search:	(NO DATA)
Register Type:	Principal
Disclaimer:	(NOT AVAILABLE)
Correspondent:	JAMES L. VANA PERKINS COIE LLP 1201 THIRD AVE., SUITE 4900 SEATTLE, WA 98101

Classification Information

Intent to Use Trademark - Applicant has not submitted proof of use in commerce the the USPTO.

Primary Class:	Class Details:
Class (036)	Insurance; financial affairs; monetary affairs; real estate affairs. First Use Anywhere: : Not provided First Use In Commerce: Not provided
Class (041)	Education; providing of training; entertainment; sporting and cultural activities. First Use Anywhere: : Not provided First Use In Commerce: Not provided

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Current Trademark Status:

8/1/2019

FINAL REFUSAL, PRIOR ISSUES NOT COMPLTELY RESOLVED

Correspondent Search:

JAMES L. VANA is a correspondent of WEALTH MANAGED PERSONALLY trademark.

Current Overall Rating:

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