FINANCIAL WELLNESS INITIATIVE
LIVE

Serial Number

77286074

Owner

USA FINANCIAL ADVISOR ADVANCEMENT, LLC

Attorney

Mindi M. Richter

First Use Date

Dec 18, 2007

Filing Date

Sep 21, 2007

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FINANCIAL WELLNESS INITIATIVE Trademark

Serial Number: 77286074 • Registration: 3596765

FINANCIAL WELLNESS INITIATIVE is a trademark filed by USA FINANCIAL ADVISOR ADVANCEMENT, LLC on September 21, 2007. The trademark is classified under Class 9 (Computers & Electronics), Class 16 (Paper Goods), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

USA FINANCIAL ADVISOR ADVANCEMENT, LLC (2 trademarks)

6020 E. FULTON
ADA, MI 49301

Entity Type: 16

USA Financial Marketing Corp. (2 trademarks)

6020 East Fulton Street
Ada, MI 49301

Entity Type: 03

PLUG-N-RUN

6020 E. FULTON STREET
ADA, MI 49301

Entity Type: 03

USA FINANCIAL PLUG-N-RUN CORPORATION (40 trademarks)

6020 EAST FULTON STREET
ADA, MI 49301

Entity Type: 03

USA FINANCIAL MARKETING CORPORATION (51 trademarks)

6020 EAST FULTON STREET
ADA, MI 49301

Entity Type: 03

USA FINANCIAL ADVISOR ADVANCEMENT CORPORATION

6020 E FULTON
ADA, MI 49301

Entity Type: 03

USA FINANCIAL MEDIA CORPORATION (30 trademarks)

6020 FULTON STREET EAST
ADA, MI 49301

Entity Type: 03

Trademark Details

Filing Date

September 21, 2007

Registration Date

March 24, 2009

First Use Anywhere

December 18, 2007

First Use in Commerce

December 18, 2007

Goods & Services

Printed Reports, Letters, and Postcards featuring financial strategies, financial programs and information about financial programs, and financial seminar information

Business marketing services and organizing meetings, namely, business meeting planning

Pre-recorded CD's and Pre-recorded DVD's featuring the promotion of financial planning strategies and/or tax planning strategies to financial services professionals and to existing clients or prospects of financial services professionals

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 4, 2026 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 18, 2026 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 16, 2025 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 16, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 16, 2025 COAR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 15, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 15, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 15, 2025 REAP
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 29, 2020 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Oct 26, 2019 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Oct 26, 2019 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Oct 26, 2019 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 26, 2019 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 25, 2019 ASGN
TEAS SECTION 8 & 9 RECEIVED
Sep 24, 2019 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Mar 24, 2018 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Apr 15, 2014 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Apr 15, 2014 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 15, 2014 APRE
REGISTERED - SEC. 8 (6-YR) FILED
Apr 4, 2014 8.AF
TEAS SECTION 8 RECEIVED
Apr 4, 2014 ES8R
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 8, 2013 ASGN
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 4, 2012 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 4, 2012 REAP
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Dec 23, 2009 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Dec 16, 2009 ASGN
REGISTERED-SUPPLEMENTAL REGISTER
Mar 24, 2009 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Feb 14, 2009 PREV
ASSIGNED TO LIE
Feb 14, 2009 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Feb 6, 2009 CNTA
USE AMENDMENT ACCEPTED
Feb 4, 2009 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
Jan 17, 2009 AUPC
USE AMENDMENT FILED
Jan 17, 2009 IUAF
TEAS AMENDMENT OF USE RECEIVED
Jan 16, 2009 EAAU
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 16, 2009 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 16, 2009 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Jan 16, 2009 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Jul 17, 2008 GNFN
FINAL REFUSAL E-MAILED
Jul 17, 2008 GNFR
FINAL REFUSAL WRITTEN
Jul 17, 2008 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 26, 2008 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 26, 2008 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 26, 2008 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 27, 2007 GNRN
NON-FINAL ACTION E-MAILED
Dec 27, 2007 GNRT
NON-FINAL ACTION WRITTEN
Dec 27, 2007 CNRT
ASSIGNED TO EXAMINER
Dec 26, 2007 DOCK
NEW APPLICATION ENTERED
Sep 26, 2007 NWAP