WEALTH SUSTAINABILITY MODEL
LIVE

Serial Number

97495385

Owner

DRCfn, Inc.

Attorney

Douglas W. Kim

First Use Date

May 1, 2005

Filing Date

Jul 8, 2022

Add to watchlist:

No watchlists yet
View on USPTO

WEALTH SUSTAINABILITY MODEL Trademark

Serial Number: 97495385 • Registration: 7281536

WEALTH SUSTAINABILITY MODEL is a trademark filed by DRCfn, Inc. on July 8, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

DRCfn, Inc. (18 trademarks)

9 Buena Vista Way, Ste. B
Greenville, SC 29615

Entity Type: 03

Trademark Details

Filing Date

July 8, 2022

Registration Date

January 16, 2024

First Use Anywhere

May 1, 2005

First Use in Commerce

May 1, 2005

Goods & Services

Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial information and evaluations; Financial management in the field of plan creation and management, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, plan adminstration, retirement plans and compensation plans; Financial planning consultation; Investment advice; Investment consultation; Investment consultation in the fields of plan creation and management, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, plan adminstration, retirement plans and compensation plans

Filing History

WITHDRAWAL OF ATTORNEY GRANTED
Sep 22, 2025 WOAG
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Sep 22, 2025 WOAR
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 22, 2024 NRCS
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 17, 2024 NRCS
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 16, 2024 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Jan 16, 2024 R.SR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Aug 24, 2023 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 17, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 17, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 17, 2023 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Aug 11, 2023 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Aug 11, 2023 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 11, 2023 GNRN
NON-FINAL ACTION E-MAILED
May 11, 2023 GNRT
NON-FINAL ACTION WRITTEN
May 11, 2023 CNRT
ASSIGNED TO EXAMINER
Apr 22, 2023 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 27, 2022 NWOS
NEW APPLICATION ENTERED
Jul 12, 2022 NWAP