Who owns the CONNECTING WEALTH & PURPOSE trademark?

The CONNECTING WEALTH & PURPOSE trademark is owned by TFO FAMILY OFFICE PARTNERS, INC..

What is the serial number for CONNECTING WEALTH & PURPOSE?

The USPTO serial number for CONNECTING WEALTH & PURPOSE is 86929699.

What is the registration number for CONNECTING WEALTH & PURPOSE?

CONNECTING WEALTH & PURPOSE is registered under USPTO registration number 5117682.

CONNECTING WEALTH & PURPOSE - Owned by TFO FAMILY OFFICE PARTNERS, INC. - (Class 035, Class 036)

Q: What class is the CONNECTING WEALTH & PURPOSE trademark registered in?

The CONNECTING WEALTH & PURPOSE trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

What to file next

Section 9 renewal, filed with a Section 8 declaration

When: Due between the ninth and tenth anniversary of registration, then before each tenth anniversary after that.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed renewal cancels the registration, and there is no revival route for it.

How Section 9 renewal works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Jan 09, 2015

First use in commerce: Jan 09, 2015

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 09, 2015

First use in commerce: Jan 09, 2015

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Status History

26 events

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

May 09, 2026

Code 89AG

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

May 09, 2026

Code RNL1

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

May 09, 2026

Code NA89

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

May 08, 2026

Code APRE

TEAS SECTION 8 & 9 RECEIVED

Mar 04, 2026

Code E89R

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Jan 10, 2026

Code REM2

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

May 01, 2024

Code ASGN

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

May 31, 2023

Code APRE

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

May 31, 2023

Code C15A

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

May 31, 2023

Code NA85

TEAS SECTION 8 & 15 RECEIVED

Nov 18, 2022

Code E815

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Jan 10, 2022

Code REM1

REGISTERED-PRINCIPAL REGISTER

Jan 10, 2017

Code R.PR

PUBLISHED FOR OPPOSITION

Oct 25, 2016

Code PUBO

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 25, 2016

Code NPUB

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 05, 2016

Code NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 15, 2016

Code CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Aug 31, 2016

Code TEME

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Aug 30, 2016

Code TROA

CORRESPONDENCE RECEIVED IN LAW OFFICE

Aug 30, 2016

Code CRFA

NON-FINAL ACTION WRITTEN

Jun 21, 2016

Code CNRT

NON-FINAL ACTION E-MAILED

Jun 21, 2016

Code GNRT

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 21, 2016

Code GNRN

ASSIGNED TO EXAMINER

Jun 16, 2016

Code DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Mar 10, 2016

Code NWOS

NEW APPLICATION ENTERED

Mar 08, 2016

Code NWAP

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CONNECTING WEALTH & PURPOSE

What to file next

Full Goods & Services

Filing Basis & Declarations

Other Marks in Class 035 — Advertising, business management & retail services

Other Marks by Tara L. Ficken

Get pre-filing clearance

Search 14M+ trademarks

Run a conflict check

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