ZINNIA WEALTH MANAGEMENT
LIVE

Serial Number

97590817

Owner

ZINNIA WEALTH MANAGEMENT, LLC

Attorney

Christine McLeod

First Use Date

Jun 30, 2017

Filing Date

Sep 14, 2022

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ZINNIA WEALTH MANAGEMENT Trademark

Serial Number: 97590817

ZINNIA WEALTH MANAGEMENT is a trademark filed by ZINNIA WEALTH MANAGEMENT, LLC on September 14, 2022. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

ZINNIA WEALTH MANAGEMENT, LLC

3220 SW 33rd Rd
OCALA, FL 34474

Entity Type: 16

Trademark Details

Filing Date

September 14, 2022

Registration Date

Not Registered

First Use Anywhere

June 30, 2017

First Use in Commerce

June 30, 2017

Goods & Services

Downloadable publications and e-books in the field of financial and retirement planning for individual consumers

Education and entertainment services provided via a website, blog, social media, non-downloadable publications, radio, and podcast, namely, providing classes in the field of financial and retirement planning directed to individual consumers; Production and distribution of an ongoing radio show and podcast in the field of financial and retirement planning directed to individual consumers; Arranging and conducting of seminars and workshops in the field of financial and retirement planning directed to individual consumers; all the foregoing excluding the field of software products or services

annuity sales promotion for individual consumers; sales promotion of insurance for individual consumers in the fields life insurance policies and annuity contracts for others

Financial services, namely, wealth management services for individual consumers; financial retirement plan consulting services for individual consumers; financial risk management and consultation services for individual consumers; Annuity consulting for individual consumers; Estate planning for individual consumers; Long term care planning, namely, long term care financial planning for individual consumers; Financial planning for individual consumers; Financial planning for retirement for individual consumers; Insurance consultancy in the fields life insurance policies and annuity contracts for others namely, for individual consumers; Investment advisory services for individual consumers; Investment management and account administration for individual consumers; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others, all the foregoing for individual consumers; Providing information and advice in the field of finance, financial investments, insurance, annuities, and the financial aspects of retirement, all the foregoing for individual consumers; Providing financial information via a website for use by and directed to individual consumers and excluding the provision of software products or services

Filing History

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
May 23, 2026 RCCK
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Aug 18, 2025 RCSC
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Aug 11, 2025 RCCK
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Feb 10, 2025 RCSC
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Jul 31, 2024 GNS3
LETTER OF SUSPENSION E-MAILED
Jul 31, 2024 GNSL
SUSPENSION LETTER WRITTEN
Jul 31, 2024 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 30, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 30, 2024 CRFA
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Jun 30, 2024 ERSI
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Feb 12, 2024 RCSC
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Aug 7, 2023 GNS3
LETTER OF SUSPENSION E-MAILED
Aug 7, 2023 GNSL
SUSPENSION LETTER WRITTEN
Aug 7, 2023 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 18, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 17, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 17, 2023 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 27, 2023 GNRN
NON-FINAL ACTION E-MAILED
Jun 27, 2023 GNRT
NON-FINAL ACTION WRITTEN
Jun 27, 2023 CNRT
ASSIGNED TO EXAMINER
Jun 26, 2023 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 19, 2022 NWOS
NEW APPLICATION ENTERED
Sep 17, 2022 NWAP