PHOENIX PRIVATE WEALTH

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 27 Oct 2025)

What this means for you

Registered since 02 Jul 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87936448
Registration number
5795721
Mark type
Design + words
Filed
25 May 2018
Published for opposition
13 Nov 2018
Registered
02 Jul 2019
Attorney of record
W. Drew Kastner

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial planning and investment advisory services; Insurance consulting in the field of life insurance

Owner

Prosecution history

  • 26 Mar 2026 — AMENDMENT UNDER SECTION 7 - PROCESSED
  • 25 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 24 Mar 2026 — POST REGISTRATION ACTION MAILED - SEC. 7
  • 08 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 24 Nov 2025 — TEAS SECTION 7 REQUEST RECEIVED
  • 27 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 27 Oct 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 26 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 03 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 03 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 03 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 25 Jun 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 02 Jul 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 04 Apr 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 04 Apr 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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