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sealvo.com · USPTO Trademark Record
https://sealvo.com/financial-wellness-initiative-77286074

USPTO Trademark Record
REGISTEREDSN 77286074·Reg 3596765·Filed Sep 21, 2007
Scientific, research, navigation, surveying, photographic, cinematographic, audiovisual, optical, weighing, measuring, signalling, detecting, testing, inspecting, life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling the distribution or use of electricity; apparatus and instruments for recording, transmitting, reproducing or processing sound, images or data; recorded and downloadable multimedia files, computer software, blank digital or analogue recording and storage media; mechanisms for coin-operated apparatus; cash registers, calculating devices; computers and computer peripheral devices; diving suits, divers' masks, ear plugs for divers, nose clips for divers, gloves for divers, breathing apparatus for underwater swimming; fire-extinguishing apparatus.; Paper and cardboard; printed matter; bookbinding material; photographs; stationery and office requisites, except furniture; adhesives for stationery or household purposes; drawing materials and materials for artists; paintbrushes; instructional and teaching materials; plastic sheets, films and bags for wrapping and packaging; printers' type, printing blocks.; Advertising; business management, organization and administration; office functions.
FINANCIAL WELLNESS INITIATIVE (Serial No. 77286074), Registration No. 3596765, is a registered US trademark filed on Sep 21, 2007 by USA FINANCIAL ADVISOR ADVANCEMENT CORPORATION. This trademark covers Class 009 (Electronics, software & scientific instruments), Class 016 (Paper goods, books & stationery), Class 035 (Advertising, business management & retail services).
Full conflict analysis for FINANCIAL WELLNESS INITIATIVE (SN 77286074) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.
FINANCIAL WELLNESS INITIATIVE (Reg. #3596765) is a registered US trademark that has been protecting its owner, USA FINANCIAL ADVISOR ADVANCEMENT CORPORATION, since 2007. The mark covers Class 009 (Electronics, software & scientific instruments), Class 016 (Paper goods, books & stationery) and Class 035 (Advertising, business management & retail services) respectively. Goods and services include Scientific, research, navigation, surveying, photographic, cinematographic, audiovisual, optical, weighing, measuring, s....
FILED
Sep 21, 2007
SERIAL
77286074
REG#
3596765
REGISTERED
Mar 24, 2009
Applicant
USA FINANCIAL ADVISOR ADVANCEMENT CORPORATIONCorporation
MI
6020 E FULTON, ADA, MI, 49301
US
Attorney
Mindi M. Richter Shumaker, Loop & Kendrick, LLP
101 E. Kennedy Blvd., Suite 2800, Tampa, FL 33602, United States
AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.
FILED
2007
YEARS AGO
19y
CLASSES
3
MADRID FILINGS
—
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CLASSES
3
OFFICE
USPTO
COUNTRY
US
First use anywhere: Dec 18, 2007
First use in commerce: Dec 18, 2007
Scientific, research, navigation, surveying, photographic, cinematographic, audiovisual, optical, weighing, measuring, signalling, detecting, testing, inspecting, life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling the distribution or use of electricity; apparatus and instruments for recording, transmitting, reproducing or processing sound, images or data; recorded and downloadable multimedia files, computer software, blank digital or analogue recording and storage media; mechanisms for coin-operated apparatus; cash registers, calculating devices; computers and computer peripheral devices; diving suits, divers' masks, ear plugs for divers, nose clips for divers, gloves for divers, breathing apparatus for underwater swimming; fire-extinguishing apparatus.
First use anywhere: Jul 23, 2007
First use in commerce: Jul 23, 2007
Paper and cardboard; printed matter; bookbinding material; photographs; stationery and office requisites, except furniture; adhesives for stationery or household purposes; drawing materials and materials for artists; paintbrushes; instructional and teaching materials; plastic sheets, films and bags for wrapping and packaging; printers' type, printing blocks.
First use anywhere: Jul 23, 2007
First use in commerce: Jul 23, 2007
Advertising; business management, organization and administration; office functions.
This description is as filed with the USPTO and defines the scope of trademark protection.
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 04, 2026AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 18, 2026AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 16, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 16, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 16, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 15, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 15, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 15, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 29, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 26, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Oct 26, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Oct 26, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Oct 26, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 25, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
TEAS SECTION 8 & 9 RECEIVED
Sep 24, 2019TEAS SECTION 8 & 9 RECEIVED
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Mar 24, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 15, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Apr 15, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Apr 15, 2014NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
TEAS SECTION 8 RECEIVED
Apr 04, 2014TEAS SECTION 8 RECEIVED
REGISTERED - SEC. 8 (6-YR) FILED
Apr 04, 2014REGISTERED - SEC. 8 (6-YR) FILED
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 08, 2013AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 04, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 04, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Dec 23, 2009AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Dec 16, 2009AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
REGISTERED-SUPPLEMENTAL REGISTER
Mar 24, 2009REGISTERED-SUPPLEMENTAL REGISTER
ASSIGNED TO LIE
Feb 14, 2009ASSIGNED TO LIE
LAW OFFICE PUBLICATION REVIEW COMPLETED
Feb 14, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Feb 06, 2009APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
USE AMENDMENT ACCEPTED
Feb 04, 2009USE AMENDMENT ACCEPTED
USE AMENDMENT FILED
Jan 17, 2009USE AMENDMENT FILED
AMENDMENT TO USE PROCESSING COMPLETE
Jan 17, 2009AMENDMENT TO USE PROCESSING COMPLETE
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Jan 16, 2009TEAS REQUEST FOR RECONSIDERATION RECEIVED
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 16, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 16, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
TEAS AMENDMENT OF USE RECEIVED
Jan 16, 2009TEAS AMENDMENT OF USE RECEIVED
FINAL REFUSAL WRITTEN
Jul 17, 2008FINAL REFUSAL WRITTEN
FINAL REFUSAL E-MAILED
Jul 17, 2008FINAL REFUSAL E-MAILED
NOTIFICATION OF FINAL REFUSAL EMAILED
Jul 17, 2008NOTIFICATION OF FINAL REFUSAL EMAILED
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 26, 2008TEAS RESPONSE TO OFFICE ACTION RECEIVED
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 26, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 26, 2008TEAS/EMAIL CORRESPONDENCE ENTERED
NON-FINAL ACTION WRITTEN
Dec 27, 2007NON-FINAL ACTION WRITTEN
NON-FINAL ACTION E-MAILED
Dec 27, 2007NON-FINAL ACTION E-MAILED
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 27, 2007NOTIFICATION OF NON-FINAL ACTION E-MAILED
ASSIGNED TO EXAMINER
Dec 26, 2007ASSIGNED TO EXAMINER
NEW APPLICATION ENTERED
Sep 26, 2007NEW APPLICATION ENTERED
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