COLLABORATIVE WEALTH
Live / Registered — Registered and renewed (as of 01 Oct 2025)
What this means for you
Registered since 07 Jun 2016. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 07 Jun 2026).
Record
- Serial number
- 86637500
- Registration number
- 4972018
- Mark type
- Stylized text
- Filed
- 21 May 2015
- Published for opposition
- 22 Mar 2016
- Registered
- 07 Jun 2016
- Next maintenance due
- 07 Jun 2026
- Attorney of record
- Jason R. Lee
Goods and services
- Class 036 — Insurance and financial services: Financial planning
Owner
- Collaborative Wealth Management, Inc, Lake Mary, FL, US
- Collaborative Wealth Management, Inc, Longwood, FL, US
- Collaborative Wealth Management, Inc, Longwood, FL, US
Prosecution history
- 01 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 01 Oct 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 01 Oct 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 01 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 08 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 07 Jun 2025 — TEAS SECTION 8 & 9 RECEIVED
- 13 Dec 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 13 Dec 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 13 Dec 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 11 Sept 2021 — TEAS SECTION 8 & 15 RECEIVED
- 07 Jun 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 07 Jun 2016 — REGISTERED-PRINCIPAL REGISTER
- 22 Mar 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 22 Mar 2016 — PUBLISHED FOR OPPOSITION
- 02 Mar 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED