UNCOMPROMISED WEALTH MANAGEMENT
LIVE

Serial Number

98088770

Owner

ALLWORTH FINANCIAL, L.P.

Attorney

Kimberlee A. Boyle

First Use Date

Jul 17, 2023

Filing Date

Jul 17, 2023

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UNCOMPROMISED WEALTH MANAGEMENT Trademark

Serial Number: 98088770 • Registration: 7546209

UNCOMPROMISED WEALTH MANAGEMENT is a trademark filed by ALLWORTH FINANCIAL, L.P. on July 17, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

ALLWORTH FINANCIAL, L.P. (14 trademarks)

8775 FOLSOM BLVD.
SACRAMENTO, CA 95826

Entity Type: 13

Trademark Details

Filing Date

July 17, 2023

Registration Date

October 22, 2024

First Use Anywhere

July 17, 2023

First Use in Commerce

July 17, 2023

Published for Opposition

April 30, 2024

Goods & Services

Educational services, namely, providing seminars, online non-downloadable webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, providing a continuing podcast about retirement planning, financial planning, financial information, investments, and money management accessible by radio, satellite, audio, video and computer networks and digital platforms; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management

Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning

Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping

Providing temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information and for providing financial assessments, planning, and management tools

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 11, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 11, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 11, 2025 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 11, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 11, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 11, 2025 REAP
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 22, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Oct 22, 2024 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Sep 13, 2024 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sep 13, 2024 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Aug 22, 2024 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Aug 22, 2024 AITU
USE AMENDMENT FILED
Jun 27, 2024 IUAF
TEAS STATEMENT OF USE RECEIVED
Jun 27, 2024 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 25, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 30, 2024 NPUB
PUBLISHED FOR OPPOSITION
Apr 30, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 10, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 26, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 26, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 26, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 26, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 26, 2024 CNEA
ASSIGNED TO EXAMINER
Mar 22, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 16, 2023 NWOS
NEW APPLICATION ENTERED
Jul 20, 2023 NWAP