1792 WEALTH ADVISORS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 18 Mar 2025)
What this means for you
Registered since 01 Jan 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87905634
- Registration number
- 5642104
- Mark type
- Stylized text
- Filed
- 03 May 2018
- Published for opposition
- 16 Oct 2018
- Registered
- 01 Jan 2019
- Attorney of record
- Lori P. Hager, Esq.
Goods and services
- Class 036 — Insurance and financial services: Banking consultation; Banking and financing services; Credit and financial consultation; Estate planning; Estate trust planning; Financial consultancy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means in the field of personal finance and capital market consulting; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment advice in the fields of personal finance and capital market consulting; Investment advisory services; Investment management in the fields of personal finance and capital market consulting; Investment of funds; Investment of funds for others in the fields of personal finance; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust management accounts
Owner
- 1792 Wealth Advisors, LLC, Morristown, NJ, US
- 1792 Wealth Advisors, LLC, Morristown, NJ, US
- 1792 Wealth Advisors, LLC, Morristown, NJ, US
Prosecution history
- 18 Mar 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 18 Mar 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 18 Mar 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 19 Nov 2024 — TEAS SECTION 8 & 15 RECEIVED
- 01 Jan 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 08 Aug 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 08 Aug 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 08 Aug 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 01 Jan 2019 — REGISTERED-PRINCIPAL REGISTER
- 16 Oct 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 16 Oct 2018 — PUBLISHED FOR OPPOSITION
- 26 Sept 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 10 Sept 2018 — ASSIGNED TO LIE
- 28 Aug 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 28 Aug 2018 — EXAMINER'S AMENDMENT ENTERED