TrademarkDir
CONNECTING WEALTH & PURPOSE
LIVE

Serial Number

86929699

Owner

TFO FAMILY OFFICE PARTNERS, INC.

Attorney

Tara L. Ficken

First Use Date

Jan 9, 2015

Filing Date

Mar 4, 2016

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CONNECTING WEALTH & PURPOSE Trademark

Serial Number: 86929699 • Registration: 5117682

CONNECTING WEALTH & PURPOSE is a trademark filed by TFO FAMILY OFFICE PARTNERS, INC. on March 4, 2016. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

TFO FAMILY OFFICE PARTNERS, INC.

5060 N 40TH ST
PHOENIX, AZ 85018

Entity Type: 03

TFO Phoenix, Inc. (3 trademarks)

Suite 200
Phoenix, AZ 85018

Entity Type: 03

Trademark Details

Filing Date

March 4, 2016

Registration Date

January 10, 2017

First Use Anywhere

January 9, 2015

First Use in Commerce

January 9, 2015

Published for Opposition

October 25, 2016

Goods & Services

tax planning and preparation 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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
May 9, 2026 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
May 9, 2026 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
May 9, 2026 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 8, 2026 APRE
TEAS SECTION 8 & 9 RECEIVED
Mar 4, 2026 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 10, 2026 REM2
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 1, 2024 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
May 31, 2023 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
May 31, 2023 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 31, 2023 APRE
TEAS SECTION 8 & 15 RECEIVED
Nov 18, 2022 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 10, 2022 REM1
REGISTERED-PRINCIPAL REGISTER
Jan 10, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 25, 2016 NPUB
PUBLISHED FOR OPPOSITION
Oct 25, 2016 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 5, 2016 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 15, 2016 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 31, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 30, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 30, 2016 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 21, 2016 GNRN
NON-FINAL ACTION E-MAILED
Jun 21, 2016 GNRT
NON-FINAL ACTION WRITTEN
Jun 21, 2016 CNRT
ASSIGNED TO EXAMINER
Jun 16, 2016 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 10, 2016 NWOS
NEW APPLICATION ENTERED
Mar 8, 2016 NWAP

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