TrademarkDir
THE FINANCIAL FOUNDATION EXPERIENCE
DEAD

Serial Number

86219149

Owner

CPA Wealth Management Services, P.A.

Attorney

Timothy P. Naill

First Use Date

Aug 6, 2013

Filing Date

Mar 12, 2014

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THE FINANCIAL FOUNDATION EXPERIENCE Trademark

Serial Number: 86219149 • Registration: 4636310

THE FINANCIAL FOUNDATION EXPERIENCE is a trademark filed by CPA Wealth Management Services, P.A. on March 12, 2014. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

CPA Wealth Management Services, P.A. (12 trademarks)

215 Baytree Drive
Melbourne, FL 32940

Entity Type: 03

SAVANT CAPITAL, LLC (33 trademarks)

ROCKFORD, IL 61107

Entity Type: 16

FIRSTWAVE FINANCIAL, INC. (8 trademarks)

1300 HWY A1A, SUITE 103
SATELLITE BEACH, FL 32937

Entity Type: 03

Trademark Details

Filing Date

March 12, 2014

Registration Date

November 11, 2014

First Use Anywhere

August 6, 2013

First Use in Commerce

August 6, 2013

Published for Opposition

August 26, 2014

Cancellation Date

May 23, 2025

Goods & Services

Consulting services, namely, consulting, counseling, advising, planning, and financial management services for individuals in the fields of wealth planning, wealth management, money management, and personal finance [; estate planning; design, administration and advisory services for employer-sponsored retirement plans ]

Filing History

CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
May 23, 2025 CAEX
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 17, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 17, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 17, 2024 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 17, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 17, 2024 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 11, 2024 ASGN
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Nov 11, 2023 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Apr 21, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Apr 21, 2021 C15A
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Apr 19, 2021 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Apr 8, 2021 PR23
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Apr 6, 2021 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Oct 6, 2020 PR23
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Oct 2, 2020 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Apr 2, 2020 PR23
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 2, 2020 APRE
TEAS SECTION 8 & 15 RECEIVED
Mar 26, 2020 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 11, 2019 REM1
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 27, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 27, 2019 REAP
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 17, 2018 ASGN
REGISTERED-PRINCIPAL REGISTER
Nov 11, 2014 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 26, 2014 NPUB
PUBLISHED FOR OPPOSITION
Aug 26, 2014 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 6, 2014 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jul 22, 2014 PREV
ASSIGNED TO LIE
Jul 21, 2014 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 3, 2014 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 17, 2014 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 17, 2014 GNEN
EXAMINERS AMENDMENT E-MAILED
Jun 17, 2014 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 17, 2014 CNEA
ASSIGNED TO EXAMINER
Jun 16, 2014 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Mar 27, 2014 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 26, 2014 NWOS
NEW APPLICATION ENTERED
Mar 15, 2014 NWAP

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