KOA WEALTH MANAGEMENT
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 30 Sept 2025)
What this means for you
Registered since 21 May 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87885788
- Registration number
- 5759050
- Mark type
- Stylized text
- Filed
- 20 Apr 2018
- Published for opposition
- 18 Sept 2018
- Registered
- 21 May 2019
- Attorney of record
- Stacy Matulis
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management
Owner
- Koa Wealth Management, LLC, Encinitas, CA, US
- Koa Wealth Management, LLC, Carlsbad, CA, US
- Koa Wealth Management, LLC, Camden, DE, US
Prosecution history
- 30 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 30 Sept 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 29 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 19 May 2025 — TEAS SECTION 8 & 15 RECEIVED
- 21 May 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 21 May 2019 — REGISTERED-PRINCIPAL REGISTER
- 16 Apr 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 15 Apr 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 26 Mar 2019 — STATEMENT OF USE PROCESSING COMPLETE
- 07 Mar 2019 — USE AMENDMENT FILED
- 25 Mar 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 07 Mar 2019 — TEAS STATEMENT OF USE RECEIVED
- 13 Nov 2018 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 18 Sept 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 18 Sept 2018 — PUBLISHED FOR OPPOSITION