TIME AND MONEY FREEDOM METHODOLOGY
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Serial Number

88873786

Owner

Wallace, Delaney M

First Use Date

Apr 10, 2020

Filing Date

Apr 15, 2020

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TIME AND MONEY FREEDOM METHODOLOGY Trademark

Serial Number: 88873786 • Registration: 6193870

TIME AND MONEY FREEDOM METHODOLOGY is a trademark filed by Wallace, Delaney M on April 15, 2020. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Wallace, Delaney M

143 Depeyster Street
Sleepy Hollow, NY 10591

Entity Type: 01

Trademark Details

Filing Date

April 15, 2020

Registration Date

November 10, 2020

First Use Anywhere

April 10, 2020

First Use in Commerce

April 10, 2020

Published for Opposition

August 25, 2020

Goods & Services

Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Debt consolidation services; 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 advice, namely, budget planning; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Financial trust planning; Insurance consulting in the field of Life, Disability, automobile, and home owners insurance; Insurance services, namely, underwriting, issuing and administration of life insurance; Investment advice; Investment management; Investment of funds; Life insurance brokerage; Life insurance underwriting; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Debt cancellation services using proceeds of life, disability and unemployment insurance; Financial management of employee pension plans; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Issuance and administration of annuities; On-line financial planning services

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 10, 2025 REM1
REGISTERED-PRINCIPAL REGISTER
Nov 10, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 25, 2020 NPUB
PUBLISHED FOR OPPOSITION
Aug 25, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 5, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 20, 2020 CNSA
EXAMINER'S AMENDMENT ENTERED
Jul 13, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jul 13, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
Jul 13, 2020 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jul 13, 2020 CNEA
ASSIGNED TO EXAMINER
Jul 6, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 24, 2020 NWOS
NEW APPLICATION ENTERED
Apr 18, 2020 NWAP