FELLOWS WEALTH MANAGEMENT
LIVE

Serial Number

97260606

Owner

FELLOWS WEALTH MANAGEMENT INC

Attorney

JUSTIN JOHANSON

First Use Date

Jan 1, 2018

Filing Date

Feb 9, 2022

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FELLOWS WEALTH MANAGEMENT Trademark

Serial Number: 97260606 • Registration: 7172559

FELLOWS WEALTH MANAGEMENT is a trademark filed by FELLOWS WEALTH MANAGEMENT INC on February 9, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

FELLOWS WEALTH MANAGEMENT INC

100 Spectrum Center Drive, Suite 900
Irvine, CA 92618

Entity Type: 03

Trademark Details

Filing Date

February 9, 2022

Registration Date

September 26, 2023

First Use Anywhere

January 1, 2018

First Use in Commerce

January 1, 2018

Published for Opposition

July 11, 2023

Goods & Services

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of investment portfolios and employee pension plans; Financial retirement plan consulting services; Financial trust planning; Investment advice; Investment advice in the fields of municipal bonds, securities, retirement and private and public equity; Investment advisory services; Investment consultancy; Investment consultation; Investment consultation in the fields of municipal bonds, securities, retirement and private and public equity; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment consulting; Commodity investment advice; Consultancy of capital investment; Financial consulting services, namely, advising others regarding intellectual property investments; 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 services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Global investment research services; Information, advisory, consultancy and financial research services relating to finance and investments; Monitoring financial markets for investment purposes; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Sep 26, 2023 NRCC
REGISTERED-PRINCIPAL REGISTER
Sep 26, 2023 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 11, 2023 NPUB
PUBLISHED FOR OPPOSITION
Jul 11, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 21, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 7, 2023 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 7, 2023 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 7, 2023 GNEN
EXAMINERS AMENDMENT E-MAILED
Jun 7, 2023 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 7, 2023 CNEA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 19, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 19, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 19, 2023 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 19, 2023 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
May 19, 2023 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 19, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 19, 2023 REAP
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 19, 2023 TROA
NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Apr 19, 2023 GAUN
NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Apr 19, 2023 GAUD
REPORT UNRESPONSIVE AMENDMENT - COMPLETED
Apr 19, 2023 NAUD
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 9, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 8, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 8, 2023 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 18, 2023 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jan 18, 2023 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 18, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 18, 2023 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 8, 2022 GNRN
NON-FINAL ACTION E-MAILED
Dec 8, 2022 GNRT
NON-FINAL ACTION WRITTEN
Dec 8, 2022 CNRT
ASSIGNED TO EXAMINER
Nov 21, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 15, 2022 NWOS
NEW APPLICATION ENTERED
Feb 12, 2022 NWAP