Who owns the UNDERSTANDING WEALTH trademark?

The UNDERSTANDING WEALTH trademark is owned by HR BUSINESS PLANNING GROUP ADMINISTRATORS, INC..

What class is the UNDERSTANDING WEALTH trademark registered in?

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

What is the serial number for UNDERSTANDING WEALTH?

The USPTO serial number for UNDERSTANDING WEALTH is 86133660.

What is the registration number for UNDERSTANDING WEALTH?

UNDERSTANDING WEALTH is registered under USPTO registration number 4889995.

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UND

USPTO Trademark Record

REGISTERED

UNDERSTANDING WEALTH

SN 86133660·Reg 4889995·Filed Dec 03, 2013

Owner HR BUSINESS PLANNING GROUP ADMINISTRATORS, INC.

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

UNDERSTANDING WEALTH (Serial No. 86133660), Registration No. 4889995, is a registered US trademark filed on Dec 03, 2013 by HR BUSINESS PLANNING GROUP ADMINISTRATORS, INC.. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: January 21, 2036

Mark Intelligence

UNDERSTANDING WEALTH (Reg. #4889995) is a registered US trademark that has been protecting its owner, HR BUSINESS PLANNING GROUP ADMINISTRATORS, INC., since 2013. 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

Dec 03, 2013

SERIAL

86133660

REG#

4889995

REGISTERED

Jan 19, 2016

Filing Information

StatusREGISTERED

Filing DateDec 03, 2013

Serial Number86133660

Registration No.4889995

Registration DateJan 19, 2016

Status DateFeb 07, 2026

Published for OppositionMar 25, 2014

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 03, 2014

First use in commerce: Dec 03, 2014

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.

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Status History

43 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Feb 07, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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

Feb 07, 2026

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

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Feb 07, 2026

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

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

Feb 07, 2026

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

TEAS SECTION 8 & 9 RECEIVED

Nov 05, 2025

TEAS SECTION 8 & 9 RECEIVED

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

Jan 19, 2025

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

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

Jul 16, 2021

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

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

Jul 16, 2021

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

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

Jul 15, 2021

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

POST REGISTRATION ACTION MAILED - SEC. 8 & 15

Jul 09, 2021

POST REGISTRATION ACTION MAILED - SEC. 8 & 15

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 22, 2021

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 15 RECEIVED

Feb 11, 2021

TEAS SECTION 8 & 15 RECEIVED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Feb 10, 2021

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

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

Jan 19, 2021

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

REGISTERED-PRINCIPAL REGISTER

Jan 19, 2016

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Dec 12, 2015

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Dec 11, 2015

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Dec 10, 2015

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Nov 20, 2015

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Nov 20, 2015

USE AMENDMENT FILED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Jun 19, 2015

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Jun 18, 2015

CASE ASSIGNED TO INTENT TO USE PARALEGAL

SOU EXTENSION 2 GRANTED

Jun 18, 2015

SOU EXTENSION 2 GRANTED

SOU EXTENSION 2 FILED

May 20, 2015

SOU EXTENSION 2 FILED

SOU TEAS EXTENSION RECEIVED

May 20, 2015

SOU TEAS EXTENSION RECEIVED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Nov 22, 2014

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

SOU TEAS EXTENSION RECEIVED

Nov 20, 2014

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 1 FILED

Nov 20, 2014

SOU EXTENSION 1 FILED

SOU EXTENSION 1 GRANTED

Nov 20, 2014

SOU EXTENSION 1 GRANTED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

May 20, 2014

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Mar 25, 2014

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 25, 2014

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 05, 2014

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Feb 16, 2014

ASSIGNED TO LIE

LAW OFFICE PUBLICATION REVIEW COMPLETED

Feb 16, 2014

LAW OFFICE PUBLICATION REVIEW COMPLETED

EXAMINERS AMENDMENT -WRITTEN

Jan 28, 2014

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Jan 28, 2014

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jan 28, 2014

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Jan 28, 2014

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jan 28, 2014

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Jan 27, 2014

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 13, 2013

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Dec 06, 2013

NEW APPLICATION ENTERED

Other Marks by HR BUSINESS PLANNING GROUP ADMINISTRATORS, INC.

Additional USPTO filings from the same owner.

EXE

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85970727

HR BUSINESS PLANNING GROUP ADMINISTRATORS, INC.

ABANDONED

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