VALLEY WEALTH MANAGERS

Live / Applied — Third extension granted (statement of use) (as of 11 Feb 2026)

What this means for you

Not registered yet, but its 08 May 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97924995
Mark type
Stylized text
Filed
08 May 2023
Published for opposition
18 Jun 2024
Attorney of record
Alex P. Garens

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; financial planning and investment advisory services; investment management; financial asset management; financial planning; fiduciary services, namely, fiduciary representative services; financial advisory and consultancy services; financial loan consultation; financial information and evaluations; trusteeship services, namely, trusteeship representatives; financial planning for retirement

Owner

Prosecution history

  • 12 Feb 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 11 Feb 2026 — SOU EXTENSION 3 GRANTED
  • 11 Feb 2026 — SOU EXTENSION 3 FILED
  • 11 Feb 2026 — SOU TEAS EXTENSION RECEIVED
  • 12 Aug 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 11 Aug 2025 — SOU EXTENSION 2 GRANTED
  • 11 Aug 2025 — SOU EXTENSION 2 FILED
  • 11 Aug 2025 — SOU TEAS EXTENSION RECEIVED
  • 13 Feb 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 12 Feb 2025 — SOU EXTENSION 1 GRANTED
  • 12 Feb 2025 — SOU EXTENSION 1 FILED
  • 12 Feb 2025 — SOU TEAS EXTENSION RECEIVED
  • 13 Aug 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 26 Jul 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 26 Jul 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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