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RISE WEALTH MANAGEMENT & PLANNING
Live/Pending
NON-FINAL ACTION - MAILED

final action

on 19 Jun 2024

Last Applicant/ Owned by

257 E 200 S Ste 1100

Salt Lake City

UT

84111

Serial Number

98238364 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

UNITED STATES

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

RISE WEALTH MANAGEMENT & PLANNING

Business planning; Business management planning; all of the foregoing services not in connection with incubator and accelerator seervices or targeted specifically to fintech companies or the fintech industry Estate planning; Estate trust planning; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial risk management; Financial risk management consulta Read More

Classification Information


Class [036]
Insurance & Financial Services


Estate planning; Estate trust planning; Financial advice, namely, budget planning; 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; all of the foregoing services not in connection with incubator and accelerator seervices or targeted specifically to fintech companies or the fintech industry


First Use Date in General

19th Jan 2023

First Use Date in Commerce

19th Jan 2023

Mark Details


Serial Number

No 98238364

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

Legal History


Status DateAction Taken
19th Jun 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
19th Jun 2024REMOVED FROM TEAS PLUS
19th Jun 2024NON-FINAL ACTION WRITTEN
19th Jun 2024NON-FINAL ACTION E-MAILED
07th Jun 2024ASSIGNED TO EXAMINER
11th Jan 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08th Jan 2024TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
08th Jan 2024TEAS VOLUNTARY AMENDMENT RECEIVED
24th Oct 2023NEW APPLICATION ENTERED