STRONGBRIDGE WEALTH ADVISORS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 21 Nov 2024)
What this means for you
Registered since 21 Aug 2018. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87558642
- Registration number
- 5547276
- Mark type
- Stylized text
- Filed
- 07 Aug 2017
- Published for opposition
- 02 Jan 2018
- Registered
- 21 Aug 2018
- Attorney of record
- Jeffrey Williams
Goods and services
- Class 036 — Insurance and financial services: Financial advice; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial loan consultation; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, planning for achieving a financial goal; Financial planning, namely, retirement planning; Financial planning, namely, planning for college savings; Financial planning, namely, taxation strategies for business owners; Financial planning, namely, estate planning strategies; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Insurance consulting in the field of life insurance; Mutual fund advisory services; Mutual fund analysis services; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Establishing mutual funds for others; Financial investment analysis and stock research; Insurance and financial information and consultancy services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information on trading options and on profiting from the time delay of options; Strategic financial advisory services
Owner
- Newton, Jeremy, Highland Village, TX, US
- Newton, Jeremy, Flower Mound, TX, US
- Newton, Jeremy, Flower Mound, TX, US
Prosecution history
- 21 Nov 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 21 Nov 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 21 Nov 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 07 Jun 2024 — TEAS SECTION 8 & 15 RECEIVED
- 21 Aug 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 21 Aug 2018 — REGISTERED-PRINCIPAL REGISTER
- 14 Jul 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 13 Jul 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 10 Jul 2018 — STATEMENT OF USE PROCESSING COMPLETE
- 15 Jun 2018 — USE AMENDMENT FILED
- 10 Jul 2018 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 15 Jun 2018 — TEAS STATEMENT OF USE RECEIVED
- 27 Feb 2018 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 02 Jan 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 02 Jan 2018 — PUBLISHED FOR OPPOSITION