TrademarkDir
UNDERSTANDING WEALTH
LIVE

Serial Number

86133660

Owner

HR BUSINESS PLANNING GROUP ADMINISTRATORS, INC.

Attorney

Peter M. de Jonge

First Use Date

Dec 3, 2014

Filing Date

Dec 3, 2013

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UNDERSTANDING WEALTH Trademark

Serial Number: 86133660 • Registration: 4889995

UNDERSTANDING WEALTH is a trademark filed by HR BUSINESS PLANNING GROUP ADMINISTRATORS, INC. on December 3, 2013. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

HR BUSINESS PLANNING GROUP ADMINISTRATORS, INC. (4 trademarks)

WEST JORDAN, UT 84088

Entity Type: 03

Business Planning Group Insurance Agency, Inc., The (8 trademarks)

1325 West South Jordan Parkway Ste 101
South Jordan, UT 84095

Entity Type: 03

Trademark Details

Filing Date

December 3, 2013

Registration Date

January 19, 2016

First Use Anywhere

December 3, 2014

First Use in Commerce

December 3, 2014

Published for Opposition

March 25, 2014

Goods & Services

Financial planning for retirement; financial retirement plan consulting services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial services, namely, wealth management services; life insurance services, namely, life insurance brokerage; insurance consulting in the field of life insurance

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Feb 7, 2026 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Feb 7, 2026 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Feb 7, 2026 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 7, 2026 APRE
TEAS SECTION 8 & 9 RECEIVED
Nov 5, 2025 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 19, 2025 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jul 16, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jul 16, 2021 C15A
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Jul 15, 2021 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Jul 9, 2021 PR23
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 22, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
Feb 11, 2021 E815
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 10, 2021 ASGN
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 19, 2021 REM1
REGISTERED-PRINCIPAL REGISTER
Jan 19, 2016 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Dec 12, 2015 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Dec 11, 2015 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Dec 10, 2015 SUPC
USE AMENDMENT FILED
Nov 20, 2015 IUAF
TEAS STATEMENT OF USE RECEIVED
Nov 20, 2015 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jun 19, 2015 EXRA
SOU EXTENSION 2 GRANTED
Jun 18, 2015 EX2G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jun 18, 2015 AITU
SOU EXTENSION 2 FILED
May 20, 2015 EXT2
SOU TEAS EXTENSION RECEIVED
May 20, 2015 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Nov 22, 2014 EXRA
SOU EXTENSION 1 GRANTED
Nov 20, 2014 EX1G
SOU EXTENSION 1 FILED
Nov 20, 2014 EXT1
SOU TEAS EXTENSION RECEIVED
Nov 20, 2014 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
May 20, 2014 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 25, 2014 NPUB
PUBLISHED FOR OPPOSITION
Mar 25, 2014 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 5, 2014 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Feb 16, 2014 PREV
ASSIGNED TO LIE
Feb 16, 2014 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 28, 2014 CNSA
EXAMINER'S AMENDMENT ENTERED
Jan 28, 2014 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 28, 2014 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 28, 2014 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 28, 2014 CNEA
ASSIGNED TO EXAMINER
Jan 27, 2014 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 13, 2013 NWOS
NEW APPLICATION ENTERED
Dec 6, 2013 NWAP

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