FINANCIAL WELLNESS 360

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 07 Aug 2025)

What this means for you

Registered since 16 Jul 2019. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 16 Jul 2029: the §8 & §9 renewal).

Record

Serial number
87573151
Registration number
5807468
Mark type
Word mark
Filed
17 Aug 2017
Published for opposition
12 Feb 2019
Registered
16 Jul 2019
Next maintenance filing
§8 & §9 renewal, due by 16 Jul 2029 (grace period to 16 Jan 2030)
Attorney of record
Heather J. Kliebenstein

Goods and services

  • Class 041 — Education and entertainment services: Educational services, namely, providing seminars for employers to offer employees at worksites relating to personal finances and distribution of training materials in the nature of seminar workbooks in connection therewith; educational services, namely, providing online materials in the nature of non-downloadable articles and workbooks for employers to offer employees through a secure electronic online system relating to personal finances

Owner

Prosecution history

  • 07 Aug 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 07 Aug 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 07 Aug 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 04 Apr 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 16 Jul 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 16 Jul 2019 — REGISTERED-PRINCIPAL REGISTER
  • 11 Jun 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 09 Jun 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 09 Jun 2019 — ASSIGNED TO EXAMINER
  • 08 Jun 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 29 May 2019 — USE AMENDMENT FILED
  • 08 Jun 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 29 May 2019 — TEAS STATEMENT OF USE RECEIVED
  • 09 Apr 2019 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 12 Feb 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

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