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CONNECTING WEALTH & PURPOSE
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 31 May 2023

Last Applicant/ Owned by

5060 N 40th Street

Phoenix

AZ

85018

Serial Number

86929699 filed on 04th Mar 2016

Registration Number

5117682 registered on 10th Jan 2017

in the Principal Register

Correspondent Address

Tara L. Ficken

HUSCH BLACKWELL LLP

120 SOUTH RIVERSIDE PLAZA

22ND FLOOR

CHICAGO, IL 60606

Filing Basis

1. use application currently

Disclaimer

NO DATA

CONNECTING WEALTH & PURPOSE

Financial advisory and consulting services, namely, investment consultation, asset allocation in the nature of financial asset management, financial planning, financial risk management and asset protection in the nature of financial asset management; Financial services, namely, wealth management services, investment management services, and administration services, namely, financial administrationRead More

Classification Information


Class [035]
Advertising, Business & Retail Services


tax planning and preparation services


First Use Date in General

09th Jan 2015

First Use Date in Commerce

09th Jan 2015

Class [036]
Insurance & Financial Services


Financial advisory and consulting services, namely, investment consultation, asset allocation in the nature of financial asset management, financial planning, financial risk management and asset protection in the nature of financial asset management; Financial services, namely, wealth management services, investment management services, and administration services, namely, financial administration of savings accounts, retirement plans, investment accounts, mutual funds, trust accounts and annuities


First Use Date in General

09th Jan 2015

First Use Date in Commerce

09th Jan 2015

Specimens


CONNECTING WEALTH & PURPOSE specimenCONNECTING WEALTH & PURPOSE specimenCONNECTING WEALTH & PURPOSE specimen

Mark Details


Serial Number

No 86929699

Mark Type

No Service Mark

Attorney Docket Number

No 512755-9

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
31st May 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
31st May 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
18th Nov 2022TEAS SECTION 8 & 15 RECEIVED
10th Jan 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10th Jan 2017REGISTERED-PRINCIPAL REGISTER
25th Oct 2016PUBLISHED FOR OPPOSITION
25th Oct 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05th Oct 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
15th Sep 2016APPROVED FOR PUB - PRINCIPAL REGISTER
31st Aug 2016TEAS/EMAIL CORRESPONDENCE ENTERED