TrademarkDir
THE INSTITUTE OF FINANCIAL WELLNESS
LIVE

Serial Number

88309156

Owner

The Institute of Financial Wellness, LLC

Attorney

Juliet Alcoba

First Use Date

Nov 7, 2019

Filing Date

Feb 20, 2019

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THE INSTITUTE OF FINANCIAL WELLNESS Trademark

Serial Number: 88309156 • Registration: 6253160

THE INSTITUTE OF FINANCIAL WELLNESS is a trademark filed by The Institute of Financial Wellness, LLC on February 20, 2019. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently registered and active.

Owner Contact Info

The Institute of Financial Wellness, LLC (2 trademarks)

Boynton Beach, FL 33437

Entity Type: 16

Trademark Details

Filing Date

February 20, 2019

Registration Date

January 19, 2021

First Use Anywhere

November 7, 2019

First Use in Commerce

November 7, 2019

Goods & Services

Financial consulting; Financial planning for retirement

Workshops and seminars in the field of financial planning, tax planning, and investment advice; Education services, namely, providing tutorial sessions in the field of financial planning; Providing a website featuring non-downloadable articles in the field of financial planning; Providing a website featuring non-downloadable videos in the field of financial planning; Providing a website featuring resources, namely, non-downloadable publications in the nature of booklets, magazines, and articles as well as non-downloadable educational videos all in the field of financial planning

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 19, 2026 REM1
EXPARTE APPEAL TERMINATED
Jan 19, 2021 EXPT
REGISTERED-SUPPLEMENTAL REGISTER
Jan 19, 2021 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Dec 15, 2020 PREV
ASSIGNED TO LIE
Dec 15, 2020 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Dec 15, 2020 CNTA
EX PARTE APPEAL-INSTITUTED
Dec 14, 2020 EXPI
JURISDICTION RESTORED TO EXAMINING ATTORNEY
Dec 14, 2020 JURT
EXPARTE APPEAL RECEIVED AT TTAB
Dec 10, 2020 EXAF
NOTICE OF REVIVAL - E-MAILED
Dec 7, 2020 NREV
PETITION GRANTED - TTAB APPEAL FILED
Dec 7, 2020 PGTT
ASSIGNED TO PETITION STAFF
Nov 30, 2020 APET
EXPARTE APPEAL RECEIVED AT TTAB
Nov 16, 2020 EXAF
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 15, 2020 TROA
TEAS PETITION TO REVIVE RECEIVED
Nov 15, 2020 PROA
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Sep 14, 2020 MAB2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Sep 14, 2020 ABN2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Mar 17, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 17, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 17, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 17, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Mar 17, 2020 COAR
NOTIFICATION OF FINAL REFUSAL EMAILED
Mar 3, 2020 GNFN
FINAL REFUSAL E-MAILED
Mar 3, 2020 GNFR
FINAL REFUSAL WRITTEN
Mar 3, 2020 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 29, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 28, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 28, 2020 TROA
ASSIGNED TO EXAMINER
Jan 6, 2020 DOCK
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Dec 3, 2019 AAUA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 2, 2019 GNRN
NON-FINAL ACTION E-MAILED
Dec 2, 2019 GNRT
NON-FINAL ACTION WRITTEN
Dec 2, 2019 CNRT
USE AMENDMENT ACCEPTED
Dec 2, 2019 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
Nov 8, 2019 AUPC
USE AMENDMENT FILED
Nov 8, 2019 IUAF
TEAS AMENDMENT OF USE RECEIVED
Nov 7, 2019 EAAU
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 7, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 7, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 7, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 8, 2019 GNRN
NON-FINAL ACTION E-MAILED
May 8, 2019 GNRT
NON-FINAL ACTION WRITTEN
May 8, 2019 CNRT
ASSIGNED TO EXAMINER
May 1, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 13, 2019 NWOS
NEW APPLICATION ENTERED
Feb 23, 2019 NWAP

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