FINANCIAL LIFE INSPECTION
LIVE

Serial Number

87198427

Owner

PACIFIC CAPITAL WEALTH ADVISORS INC

Attorney

Aaron Renfro

First Use Date

Sep 1, 2016

Filing Date

Oct 10, 2016

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FINANCIAL LIFE INSPECTION Trademark

Serial Number: 87198427 • Registration: 5252809

FINANCIAL LIFE INSPECTION is a trademark filed by PACIFIC CAPITAL WEALTH ADVISORS INC on October 10, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

PACIFIC CAPITAL WEALTH ADVISORS INC (6 trademarks)

Suite 304
Corona, CA 92879

Entity Type: 03

Trademark Details

Filing Date

October 10, 2016

Registration Date

July 25, 2017

First Use Anywhere

September 1, 2016

First Use in Commerce

September 1, 2016

Goods & Services

Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and research services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and evaluations; Financial information and advisory services; Financial information provided by electronic means; Financial investment analysis and stock research; Financial loan consultation; Financial management; 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 portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Financial trust planning; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial information; Providing financial information via a web site; Providing information in the field of financial stock and equity markets; 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 information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Provision of financial information; Strategic financial advisory services

Filing History

TEAS SECTION 8 & 9 RECEIVED
Aug 2, 2026 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jul 25, 2026 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Feb 6, 2023 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Feb 6, 2023 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 6, 2023 APRE
TEAS SECTION 8 RECEIVED
Jul 25, 2022 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jul 25, 2022 REM1
REGISTERED-SUPPLEMENTAL REGISTER
Jul 25, 2017 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jun 16, 2017 PREV
ASSIGNED TO LIE
Jun 7, 2017 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
May 8, 2017 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 5, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 4, 2017 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 4, 2017 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 4, 2017 TCCA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 24, 2017 GNRN
NON-FINAL ACTION E-MAILED
Jan 24, 2017 GNRT
NON-FINAL ACTION WRITTEN
Jan 24, 2017 CNRT
ASSIGNED TO EXAMINER
Jan 18, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 14, 2016 NWOS