PENCE WEALTH MANAGEMENT PLANNING FOR YOUR DREAMS
LIVE

Serial Number

77362918

Owner

Pence Wealth Management, Incorporated

Attorney

Timothy J. Lyden

First Use Date

Dec 1, 2006

Filing Date

Jan 2, 2008

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PENCE WEALTH MANAGEMENT PLANNING FOR YOUR DREAMS Trademark

Serial Number: 77362918 • Registration: 3491912

PENCE WEALTH MANAGEMENT PLANNING FOR YOUR DREAMS is a trademark filed by Pence Wealth Management, Incorporated on January 2, 2008. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Pence Wealth Management, Incorporated (5 trademarks)

5000 Birch Street, Suite 8000
Newport Beach, CA 92660

Entity Type: 03

Trademark Details

Filing Date

January 2, 2008

Registration Date

August 26, 2008

First Use Anywhere

December 1, 2006

First Use in Commerce

December 1, 2006

Published for Opposition

June 10, 2008

Goods & Services

Brokerage in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; 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 consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial investment in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; 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 risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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; Financial valuation of personal property and real estate; Insurance brokerage; Insurance brokerage in the field of life, long term care; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Life insurance brokerage

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 20, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 20, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 20, 2021 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Oct 6, 2017 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Oct 6, 2017 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Oct 6, 2017 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 6, 2017 APRE
TEAS SECTION 8 & 9 RECEIVED
Sep 5, 2017 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Aug 26, 2017 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sep 9, 2014 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sep 9, 2014 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 9, 2014 APRE
TEAS SECTION 8 & 15 RECEIVED
Aug 22, 2014 E815
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 7, 2013 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 7, 2013 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 30, 2012 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 30, 2012 COAR
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 13, 2012 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 13, 2012 REAP
REGISTERED-PRINCIPAL REGISTER
Aug 26, 2008 R.PR
PUBLISHED FOR OPPOSITION
Jun 10, 2008 PUBO
NOTICE OF PUBLICATION
May 21, 2008 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
May 2, 2008 PREV
ASSIGNED TO LIE
May 2, 2008 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
May 2, 2008 CNSA
EXAMINER'S AMENDMENT ENTERED
May 2, 2008 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 2, 2008 GNEN
EXAMINERS AMENDMENT E-MAILED
May 2, 2008 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 2, 2008 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 9, 2008 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 9, 2008 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Apr 9, 2008 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 9, 2008 GNRN
NON-FINAL ACTION E-MAILED
Apr 9, 2008 GNRT
NON-FINAL ACTION WRITTEN
Apr 9, 2008 CNRT
ASSIGNED TO EXAMINER
Mar 31, 2008 DOCK
NEW APPLICATION ENTERED
Jan 7, 2008 NWAP