UNCOMPROMISED WEALTH MANAGEMENT Trademark
UNCOMPROMISED WEALTH MANAGEMENT is a USPTO trademark filed by Allworth Financial, L.P.. Status: Registered.
Prosecution Summary
**Trademark Summary** **UNCOMPROMISED WEALTH MANAGEMENT** is a standard character service mark with a disclaimer for "WEALTH MANAGEMENT," covering tax planning, accounting, and bookkeeping in Class 035; financial planning, investment management, and securities brokerage in Class 036; educational seminars, webinars, workshops, podcasts, and radio programs on financial topics in Class 041; and non-downloadable software for financial information and tools in Class 042. The mark is owned by **Allworth Financial, L.P.**, a Delaware limited partnership headquartered in Folsom, California. It is currently **registered** on the Principal Register as of October 22, 2024. **Recent Activity** Filed on July 17, 2023, the application was published for opposition on April 30, 2024, followed by a No
Trademark Facts
| Mark | UNCOMPROMISED WEALTH MANAGEMENT |
|---|---|
| Serial Number | 98088770 |
| Registration Number | 7546209 |
| Status | Registered |
| Filing Date | 2023-07-17 |
| Registration Date | 2024-10-22 |
| Mark Type | Word |
| Nice Classes | 035 (Advertising & Business), 036 (Financial Services), 041 (Education & Entertainment), 042 (Software & IT) |
| Owner | Allworth Financial, L.P. |
| Attorney of Record | Kimberlee A. Boyle |
| Prosecution Events | 26 |
| Latest Event | REAP on 2025-09-11 |
Goods & Services
Class 035: Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping; Class 036: Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning; Class 041: Educational services, namely, providing seminars, online non-downloadable webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, providing a continuing podcast about retirement planning, financial planning, financial information, investments, and money management accessible by radio, satellite, audio, video and computer networks and digital platforms; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management; Class 042: Providing temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information and for providing financial assessments, planning, and management tools