STRONGBRIDGE WEALTH ADVISORS
Live / Registered — Registered (as of 18 Feb 2020)
What this means for you
Registered since 18 Feb 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88004615
- Registration number
- 5987329
- Mark type
- Design + words
- Filed
- 18 Jun 2018
- Published for opposition
- 03 Dec 2019
- Registered
- 18 Feb 2020
- 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 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 investment analysis and stock research; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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; Insurance and financial information and consultancy services; Mutual fund analysis services; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; 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 on trading options and on profiting from the time delay of options; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Strategic financial advisory services; Establishing mutual funds for others
Owner
- Newton, Jeremy, Highland Village, TX, US
- Newton, Jeremy, Highland Village, TX, US
- Newton, Jeremy, Highland Village, TX, US
Prosecution history
- 18 Feb 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 18 Feb 2020 — REGISTERED-PRINCIPAL REGISTER
- 03 Dec 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Dec 2019 — PUBLISHED FOR OPPOSITION
- 13 Nov 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 30 Oct 2019 — ASSIGNED TO LIE
- 24 Oct 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 09 Aug 2019 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 09 Aug 2019 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 09 Aug 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 09 Aug 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 22 Apr 2019 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
- 22 Apr 2019 — LETTER OF SUSPENSION E-MAILED
- 22 Apr 2019 — SUSPENSION LETTER WRITTEN
- 10 Oct 2018 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED