HARVEST WEALTH MANAGEMENT FOR LIFE CLIENT EXPERIENCE LIFETIME FINANCIAL PLANNING LIFETIME FINANCIAL MANAGEMENT RELATIONSHIP MANAGEMENT INVESTMENT MANAGEMENT Trademark
HARVEST WEALTH MANAGEMENT FOR LIFE CLIENT EXPERIENCE LIFETIME FINANCIAL PLANNING LIFETIME FINANCIAL MANAGEMENT RELATIONSHIP MANAGEMENT INVESTMENT MANAGEMENT is a USPTO trademark filed by ALLWORTH FINANCIAL, L.P.. Status: Cancelled.
Prosecution Summary
**Trademark Summary** The **HARVEST WEALTH MANAGEMENT FOR LIFE** design mark features a multicolored circle divided into pie-shaped sections with graphical elements like charts, clouds, silhouettes, and handshakes, accompanied by terms such as **CLIENT EXPERIENCE**, **LIFETIME FINANCIAL PLANNING**, **LIFETIME FINANCIAL MANAGEMENT**, **RELATIONSHIP MANAGEMENT**, and **INVESTMENT MANAGEMENT**, covering financial advice, asset management, planning, consultation, and counseling services in International Class 36. It was registered on the Principal Register but has been **cancelled under Section 8** effective January 2, 2026, for failure to file an acceptable declaration. Current owner is **Allworth Financial, L.P.**, a Delaware limited partnership based in Folsom, California, following assig
Trademark Facts
| Mark | HARVEST WEALTH MANAGEMENT FOR LIFE CLIENT EXPERIENCE LIFETIME FINANCIAL PLANNING LIFETIME FINANCIAL MANAGEMENT RELATIONSHIP MANAGEMENT INVESTMENT MANAGEMENT |
|---|---|
| Serial Number | 88045940 |
| Registration Number | 5779188 |
| Status | Cancelled |
| Filing Date | 2018-07-20 |
| Registration Date | 2019-06-18 |
| Mark Type | Combined |
| Nice Classes | 036 (Financial Services) |
| Owner | ALLWORTH FINANCIAL, L.P. |
| Attorney of Record | Kimberlee A. Boyle |
| Prosecution Events | 29 |
| Latest Event | C8.. on 2026-01-02 |
Goods & Services
"WEALTH MANAGEMENT", "CLIENT", "LIFETIME FINANCIAL PLANNING", "LIFETIME FINANCIAL MANAGEMENT", "RELATIONSHIP MANAGEMENT" AND "INVESTMENT MANAGEMENT"
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