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RISE WEALTH MANAGEMENT & PLANNING
Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 24 Oct 2023

Last Applicant/ Owned by

257 E 200 S Ste 1100

Salt Lake City

UT

84111

Serial Number

98238299 filed on 24th Oct 2023

Registration Number

N/A

Correspondent Address

Barry G. Scholl

Christensen & Jensen

257 E 200 S Ste 1100

Salt Lake City,UT 84111

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

RISE WEALTH MANAGEMENT & PLANNING

Business planning; Business management planning The color(s) black, blue fading into green and green is/are claimed as a feature of the mark. Estate planning; Estate trust planning; Financial advice; Financial advice, namely, budget planning; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; FinancRead More

Classification Information


Class [036]
Insurance & Financial Services


Estate planning; Estate trust planning; Financial advice; Financial advice, namely, budget planning; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial trust planning; Funds investment; Insurance consulting in the field of Life insurance; Insurance risk management; Investment advisory services; Investment consultation; Investment management; Investment of funds


First Use Date in General

19th Jan 2023

First Use Date in Commerce

19th Jan 2023

Class [035]
Advertising, Business & Retail Services


Business planning; Business management planning


First Use Date in General

19th Jan 2023

First Use Date in Commerce

19th Jan 2023

Mark Details


Serial Number

No 98238299

Mark Type

No Service Mark

Attorney Docket Number

No 22513-0001

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)

06.01.04 -

Mountains, mountain landscapes

26.01.21 -

Circles that are totally or partially shaded

26.05.02 -

Plain single line triangles

26.17.10 -

Zig-zag line(s)

Description of Design Search

The mark consists of three mountain peaks with the center peak higher than the two outer peaks and white zig zag lines on the two left peaks with a small white triangle on the peak on the right. There is a circle behind the middle peak that starts as blue on the left and fades into green on the right. To the right of the peaks are the words RISE WEALTH MANAGEMENT & PLANNING with the word RISE in a large font above the words WEALTH MANAGEMENT & PLANNING below.

Legal History


Status DateAction Taken
28th Oct 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
28th Oct 2023NOTICE OF DESIGN SEARCH CODE E-MAILED
24th Oct 2023NEW APPLICATION ENTERED