Who owns the INDEPENDENT WEALTH SOLUTIONS trademark?

The INDEPENDENT WEALTH SOLUTIONS trademark is owned by Wittenberg Financial, LP.

What class is the INDEPENDENT WEALTH SOLUTIONS trademark registered in?

The INDEPENDENT WEALTH SOLUTIONS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for INDEPENDENT WEALTH SOLUTIONS?

The USPTO serial number for INDEPENDENT WEALTH SOLUTIONS is 98369711.

What is the registration number for INDEPENDENT WEALTH SOLUTIONS?

INDEPENDENT WEALTH SOLUTIONS is registered under USPTO registration number 7631189.

IND

USPTO Trademark Record

REGISTERED

INDEPENDENT WEALTH SOLUTIONS

SN 98369711·Reg 7631189·Filed Jan 22, 2024

Owner Wittenberg Financial, LP

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

INDEPENDENT WEALTH SOLUTIONS (Serial No. 98369711), Registration No. 7631189, is a registered US trademark filed on Jan 22, 2024 by Wittenberg Financial, LP. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: December 31, 2030

Mark Intelligence

INDEPENDENT WEALTH SOLUTIONS (Reg. #7631189) is a registered US trademark that has been protecting its owner, Wittenberg Financial, LP, since 2024. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Jan 22, 2024

SERIAL

98369711

REG#

7631189

REGISTERED

Dec 31, 2024

Owner

Applicant

Wittenberg Financial, LP

Entity

Limited Partnership

State

Address

763 2nd St STE 200, Encinitas, CA, 92024

Country

Attorney

NameKevin Crosman

Law firm

Kevin Crosman LZ Legal Services, LLC

Docket

K570442729

Address

2828 N. Central Ave. PMB #1510, Phoenix, AZ 85004, United States

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Filing Information

StatusREGISTERED

Filing DateJan 22, 2024

Serial Number98369711

Registration No.7631189

Registration DateDec 31, 2024

Status DateDec 31, 2024

Published for OppositionNov 12, 2024

Mark TypeDesign with words

Attorney DocketK570442729

Status DescriptionLive and registered

Filing Signals

FILED

2024

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Oct 31, 2015

First use in commerce: Oct 31, 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.

Status History

19 events

REGISTERED-PRINCIPAL REGISTER

Dec 31, 2024

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Dec 31, 2024

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Nov 12, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 12, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 23, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 30, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Aug 30, 2024

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Aug 30, 2024

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Aug 30, 2024

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Aug 23, 2024

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Aug 23, 2024

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Aug 23, 2024

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Aug 16, 2024

ASSIGNED TO EXAMINER

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

Jun 21, 2024

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jun 21, 2024

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jun 21, 2024

TEAS CHANGE OF CORRESPONDENCE RECEIVED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

May 23, 2024

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

May 23, 2024

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Jan 22, 2024

NEW APPLICATION ENTERED

INDEPENDENT WEALTH SOLUTIONS

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