PROPRIETOR WEALTH MANAGEMENT

Live / Registered — Registered (as of 02 Jul 2024)

What this means for you

Registered since 02 Jul 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98009225
Registration number
7432215
Mark type
Stylized text
Filed
23 May 2023
Published for opposition
16 Apr 2024
Registered
02 Jul 2024
Attorney of record
Jamie R Shelden

Goods and services

  • Class 036 — Insurance and financial services: Investment advisory services, financial services, namely, wealth management services, retirement and financial planning services, tax planning, developing and managing charitable giving programs on behalf of individuals and families, cash and liquid asset management

Owner

Prosecution history

  • 02 Jul 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 02 Jul 2024 — REGISTERED-PRINCIPAL REGISTER
  • 16 Apr 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 16 Apr 2024 — PUBLISHED FOR OPPOSITION
  • 27 Mar 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 07 Mar 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 06 Mar 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 06 Mar 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 06 Mar 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 22 Feb 2024 — COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
  • 22 Feb 2024 — ASSIGNED TO LIE
  • 22 Feb 2024 — NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
  • 22 Feb 2024 — EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
  • 22 Feb 2024 — EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
  • 14 Feb 2024 — ASSIGNED TO EXAMINER

View this trademark record on Marksy