SMALL WORLD WEALTH MANAGEMENT
LIVE

Serial Number

90018109

Owner

Small World Wealth Management, Inc,

Attorney

The Kagan Law Group, P.C.

First Use Date

Mar 1, 2020

Filing Date

Jun 24, 2020

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SMALL WORLD WEALTH MANAGEMENT Trademark

Serial Number: 90018109 • Registration: 6523155

SMALL WORLD WEALTH MANAGEMENT is a trademark filed by Small World Wealth Management, Inc, on June 24, 2020. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Small World Wealth Management, Inc,

[email protected]
Poughkeepsie, NY 12601

Entity Type: 03

Trademark Details

Filing Date

June 24, 2020

Registration Date

October 19, 2021

First Use Anywhere

March 1, 2020

First Use in Commerce

March 1, 2020

Published for Opposition

August 3, 2021

Goods & Services

Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and research services; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial management via the Internet; 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 and information services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial trust operations; Financial trust planning; Conducting financial feasibility studies; Electronic financial trading services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; 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 a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing investors with financial information; Research related to financial instruments; Strategic financial advisory services; Strategic corporate financial advisory services

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 20, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 20, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 20, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jul 20, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jul 20, 2026 COAR
REGISTERED-PRINCIPAL REGISTER
Oct 19, 2021 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 3, 2021 NPUB
PUBLISHED FOR OPPOSITION
Aug 3, 2021 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 14, 2021 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 26, 2021 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 30, 2021 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 30, 2021 CRFA
ASSIGNED TO LIE
Apr 28, 2021 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 14, 2021 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 27, 2020 GNRN
NON-FINAL ACTION E-MAILED
Sep 27, 2020 GNRT
NON-FINAL ACTION WRITTEN
Sep 27, 2020 CNRT
ASSIGNED TO EXAMINER
Sep 26, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 22, 2020 NWOS
NEW APPLICATION ENTERED
Jun 27, 2020 NWAP