Who owns the ESSENTIALS FOR MANAGING WEALTH trademark?

The ESSENTIALS FOR MANAGING WEALTH trademark is owned by Summitas LLC.

What class is the ESSENTIALS FOR MANAGING WEALTH trademark registered in?

The ESSENTIALS FOR MANAGING WEALTH trademark is registered in Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services), Class 045 (Legal, security & personal social services).

What is the serial number for ESSENTIALS FOR MANAGING WEALTH?

The USPTO serial number for ESSENTIALS FOR MANAGING WEALTH is 85190270.

What is the registration number for ESSENTIALS FOR MANAGING WEALTH?

ESSENTIALS FOR MANAGING WEALTH is registered under USPTO registration number 4147425.

ESSENTIALS FOR MANAGING WEALTH - Owned by Summitas LLC - (Class 036, Class 042, Class 045)

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 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 25, 2010

First use in commerce: Feb 25, 2010

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

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: Feb 25, 2010

First use in commerce: Feb 25, 2010

Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

Class 045Legal, security & personal social services

US codes: 100, 101

First use anywhere: Feb 25, 2010

First use in commerce: Feb 25, 2010

Legal services; security services for the physical protection of tangible property and individuals; dating services, online social networking services; funerary services; babysitting.

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

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Status History

38 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Dec 06, 2022

Code APRE

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

Dec 06, 2022

Code 89AG

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Dec 06, 2022

Code RNL1

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

Dec 06, 2022

Code NA89

TEAS SECTION 8 & 9 RECEIVED

May 23, 2022

Code E89R

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

May 22, 2021

Code REM2

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

Jun 02, 2018

Code NA85

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 01, 2018

Code APRE

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

Jun 01, 2018

Code C15A

TEAS SECTION 8 & 15 RECEIVED

May 21, 2018

Code E815

TEAS CHANGE OF OWNER ADDRESS RECEIVED

May 18, 2018

Code COAR

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

May 18, 2018

Code CHAN

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

May 22, 2017

Code REM1

REGISTERED-PRINCIPAL REGISTER

May 22, 2012

Code R.PR

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Apr 14, 2012

Code SUNA

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Apr 13, 2012

Code CNPR

LAW OFFICE REGISTRATION REVIEW COMPLETED

Apr 13, 2012

Code REGV

STATEMENT OF USE PROCESSING COMPLETE

Mar 07, 2012

Code SUPC

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Mar 01, 2012

Code AITU

TEAS STATEMENT OF USE RECEIVED

Jan 30, 2012

Code EISU

USE AMENDMENT FILED

Jan 30, 2012

Code IUAF

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Nov 01, 2011

Code NOAM

PUBLISHED FOR OPPOSITION

Sep 06, 2011

Code PUBO

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Sep 06, 2011

Code NPUB

LAW OFFICE PUBLICATION REVIEW COMPLETED

Aug 01, 2011

Code PREV

ASSIGNED TO LIE

Jul 30, 2011

Code ALIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 18, 2011

Code CNSA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jul 14, 2011

Code TROA

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jul 14, 2011

Code CRFA

TEAS/EMAIL CORRESPONDENCE ENTERED

Jul 14, 2011

Code TEME

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jul 12, 2011

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jul 12, 2011

Code ARAA

NON-FINAL ACTION WRITTEN

Mar 16, 2011

Code CNRT

NON-FINAL ACTION E-MAILED

Mar 16, 2011

Code GNRT

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 16, 2011

Code GNRN

ASSIGNED TO EXAMINER

Mar 09, 2011

Code DOCK

NEW APPLICATION ENTERED

Dec 07, 2010

Code NWAP

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 07, 2010

Code NWOS

Other Marks by Summitas LLC

Additional USPTO filings from the same owner.

SUM

SUMMITAS PLATFORM

88504143

Summitas, LLC

REGISTERED

SUM

SUMMITAS DIGITAL VAULT

88572684

Summitas, LLC

REGISTERED

SUM

SUMMITAS ENGAGE

88504160

Summitas, LLC

REGISTERED

SUM

SUMMITAS

77441279

Summitas LLC

REGISTERED

Other Marks in Class 036 — Insurance, financial & real estate services

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MANAGING RISK TO INCREASE WEALTH

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ESSENTIALS FOR PHYSICIANS

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Other Marks by Garrett W. Balich

Additional USPTO filings handled by the same attorney of record.

YOU

YOURSAFE

85339908

REGISTERED

SUM

SUMMITAS PLATFORM

88504143

REGISTERED

SUM

SUMMITAS DIGITAL VAULT

88572684

REGISTERED

SUM

SUMMITAS ENGAGE

88504160

REGISTERED

ESSENTIALS FOR MANAGING WEALTH

What to file next

Full Goods & Services

Filing Basis & Declarations

Other Marks by Summitas LLC

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Garrett W. Balich

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