WEALTH IS MORE THAN THE ACCUMULATION OF ASSETS (U.S. Trademark Serial Number 87152097) is a United States trademark of Fiduciary Trust Company. The goods and services include: Financial services, namely, financial planning, research and advisory services; estate planning, trust and estate management, administration and settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; tax planning; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, trust and estate planning, investment consultation, advisory and management, tax planning and advisory services, and financial philanthropic gift planning . The correspondent is ANNA M. QUINN of Lathrop GPM LLP.
This trademark was filed on August 26, 2016 as United States Trademark Application Serial Number 87152097. The trademark application was registered on July 04, 2017 as U.S. Trademark Registration 5238281.
Trademark PTO Status History
July 04, 2022 – COURTESY REMINDER – SEC. 8 (6-YR) E-MAILED
July 23, 2020 – REVIEW OF CORRESPONDENCE COMPLETE – ADDRESS UPDATED
June 05, 2020 – CORRESPONDENCE RECEIVED IN LAW OFFICE
July 04, 2017 – REGISTERED-PRINCIPAL REGISTER
May 27, 2017 – NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
May 26, 2017 – ALLOWED PRINCIPAL REGISTER – SOU ACCEPTED
May 11, 2017 – TEAS/EMAIL CORRESPONDENCE ENTERED
May 11, 2017 – CORRESPONDENCE RECEIVED IN LAW OFFICE
View full trademark status information at USPTO
Ownership History
Fiduciary Trust Company
Fiduciary Trust Company
Fiduciary Trust Company
View documents on file at USPTO
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