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Owners

ALLWORTH FINANCIAL, L.P.

HARVEST WEALTH MANAGEMENT FOR LIFE CLIENT EXPERIENCE LIFETIME FINANCIAL PLANNING LIFETIME FINANCIAL MANAGEMENT RELATIONSHIP MANAGEMENT INVESTMENT MANAGEMENT

HARVEST WEALTH MANAGEMENT FOR LIFE CLIENT EXPERIENCE LIFETIME FINANCIAL PLANNING LIFETIME FINANCIAL MANAGEMENT RELATIONSHIP MANAGEMENT INVESTMENT MANAGEMENT
Live/Registered
REGISTERED

on 18 Jun 2019

Last Applicant/ Owned by

340 PALLADIO PARKWAY, SUITE 501

FOLSOM

CA

95630

Serial Number

88045940 filed on 20th Jul 2018

Registration Number

5779188 registered on 18th Jun 2019

in the Principal Register

Correspondent Address

Kimberlee A. Boyle

Richard Law Group, Inc.

13355 Noel Road, Suite 1350

Dallas,TX 75240

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

"WEALTH MANAGEMENT", "CLIENT", "LIFETIME FINANCIAL PLANNING", "LIFETIME FINANCIAL MANAGEMENT", "RELATIONSHIP MANAGEMENT" AND "INVESTMENT MANAGEMENT"

HARVEST WEALTH MANAGEMENT FOR LIFE CLIENT EXPERIENCE LIFETIME FINANCIAL PLANNING LIFETIME FINANCIAL MANAGEMENT RELATIONSHIP MANAGEMENT INVESTMENT MANAGEMENT

"WEALTH MANAGEMENT", "CLIENT", "LIFETIME FINANCIAL PLANNING", "LIFETIME FINANCIAL MANAGEMENT", "RELATIONSHIP MANAGEMENT" AND "INVESTMENT MANAGEMENT" The color(s) black, white, yellow, dark green, green, light green, dark purple, purple, light purple, dark blue, blue, light blue, brown, dark brown and gray is/are claimed as a feature of the mark. Financial advice; Financial asset management; FinaRead More

Classification Information


Class [036]
Insurance & Financial Services


Financial advice; Financial asset management; Financial consultation; Financial consulting; Financial information; Financial management; Financial planning; Financial planning for retirement; Investment management; Financial counseling services, namely, helping others build a better working relationship with their money; Strategic financial advisory services


First Use Date in General

30th Nov 2016

First Use Date in Commerce

30th Nov 2016

Mark Details


Serial Number

No 88045940

Mark Type

No Service Mark

Attorney Docket Number

No ALLW-0001

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

01.15.06 -

Clouds, fog

02.01.02 -

Shadows or silhouettes of men

02.07.01 -

Groups of males

02.11.14 -

Hands and fingers forming the following: handshake, finger pointing, fingers walking, OK sign, and thumbs up or thumbs down

20.03.08 -

Graph paper, diagrams, blueprints, the periodic table

24.15.10 -

More than one arrow

26.01.20 -

Circles within a circle

26.01.21 -

Circles that are totally or partially shaded

Description of Design Search

The mark consists of a circle divided into four pie-slice-shaped sections with a yellow circle section in the center of the circle with the words "HARVEST WEALTH MANAGEMENT FOR LIFE" in black above the circle design, where "CLIENT EXPERIENCE" appears in black in the center yellow circle, "LIFETIME FINANCIAL PLANNING" appears in black outside the upper, light green colored pie-slice shape that contains a dark green bar and arrow graph inside a white cloud inside a green and dark green circle, "LIFETIME FINANCIAL MANAGEMENT" appears in black outside the right-most, light purple pie-slice shape that contains a white bar and arrow graph where the bars are replaced with images of white people inside a purple and dark purple circle, "RELATIONSHIP MANAGEMENT" appears in black outside the lower-most, light blue pie-shaped slice shape which contains two hands with cuffs in a handshake in white inside a blue and dark blue circle, and "INVESTMENT MANAGEMENT" appears outside the left-most, gray pie-shaped slice shape, that contains a dark brown and white pie chart inside a brown and dark brown circle. The white area between the sections of the large circle and outside of the large circle represents a transparent area and are not part of the mark.

Legal History


Show more

Status DateAction Taken
20th Jul 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
20th Jul 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
20th Jul 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
19th Jul 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
18th Jun 2019REGISTERED-PRINCIPAL REGISTER
02th Apr 2019PUBLISHED FOR OPPOSITION
02th Apr 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
13th Mar 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
22nd Feb 2019ASSIGNED TO LIE
07th Feb 2019APPROVED FOR PUB - PRINCIPAL REGISTER