ESSENTIAL INVESTING
LIVE

Serial Number

99019212

Owner

Essential Wealth Management, LLC

Attorney

Kenneth Motolenich-Salas

First Use Date

May 22, 2015

Filing Date

Jan 27, 2025

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ESSENTIAL INVESTING Trademark

Serial Number: 99019212 • Registration: 7975440

ESSENTIAL INVESTING is a trademark filed by Essential Wealth Management, LLC on January 27, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Essential Wealth Management, LLC (2 trademarks)

13802 N 32nd St. #14
Phoenix, AZ 85032

Entity Type: 16

Trademark Details

Filing Date

January 27, 2025

Registration Date

October 7, 2025

First Use Anywhere

May 22, 2015

First Use in Commerce

May 22, 2015

Published for Opposition

August 19, 2025

Goods & Services

Advice relating to investments; Capital investment; Capital investment services; Mutual funds and capital investment; Equity capital investment; Estate trust management; Financial advisory services; Strategic financial advisory services; Financial information and advisory services; Providing financial advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial portfolio analysis services; Financial analysis and research services; Financial consultancy services; Financial consulting services, namely, expert analysis in finance; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage services; Financial management; Financial asset management; Financial portfolio management; Financial services, namely, wealth management services; Financial planning; Financial planning consultation; On-line financial planning services; Financial information and evaluations; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial risk management consultation; Financial risk management; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial services, namely, investment fund transfer and transaction services; Financial trust administration; Financial due diligence; Financial investment brokerage; Financial investment analysis and stock research; Fund investment consultation; Funds investment; Investment of funds; Investment of funds for others; Mutual fund investment; Investment management; Trust services, namely, investment and trust company services; Investment advisory services; Investment advice; Investment consultancy; Investment consultation; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Monitoring financial markets for investment purposes; Financial retirement plan consulting services; Financial planning for retirement; Trading in securities; Securities trading and investing services for others via the internet; Stocks and bonds brokerage; Brokerage services for stocks and bonds; Providing information regarding financial investment strategies; Providing information in the field of finance; Providing information in the field of personal finance; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of wealth management; Fiduciary services, namely, fiduciary representative services; Investment advice in the fields of retirement planning services; Financial administration of trusts and estates; Individual retirement account services; Advice on finance during retirement; Investment advice in the fields of Employer-sponsored retirement plans; Investment advice in the fields of Registered Investment Advisor (RIA) services; Investment advice in the fields of life-event planning for financial investment purposes; Financial management in the field of wealth management and consultancy services; Financial advisory and consultancy services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 7, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Oct 7, 2025 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 19, 2025 NPUB
PUBLISHED FOR OPPOSITION
Aug 19, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 13, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 15, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Jul 15, 2025 XAEC
ASSIGNED TO LIE
Jul 15, 2025 ALIE
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jul 14, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Jul 14, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jul 14, 2025 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 13, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 13, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 13, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 10, 2025 GNRN
NON-FINAL ACTION E-MAILED
Jul 10, 2025 GNRT
NON-FINAL ACTION WRITTEN
Jul 10, 2025 CNRT
ASSIGNED TO EXAMINER
Jul 7, 2025 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jun 29, 2025 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 29, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Jan 27, 2025 MAFR
NEW APPLICATION ENTERED
Jan 27, 2025 NWAP