ADVOCACY WEALTH MANAGEMENT

Live / Registered — Registered (as of 04 Feb 2025)

What this means for you

Registered since 04 Feb 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98088192
Registration number
7675105
Mark type
Stylized text
Filed
17 Jul 2023
Published for opposition
17 Dec 2024
Registered
04 Feb 2025
Attorney of record
Ellen S. Simpson

Goods and services

  • Class 036 — Insurance and financial services: Financial consultation, namely, designing financial, fiduciary administration, and wealth management solutions for settlements of legal claims that work in concert with structured annuities; financial, fiduciary administration, and insurance consulting services for attorneys, litigants, and financial professionals in designing settlements of legal claims; financial services, namely, providing financial, fiduciary administration, and healthcare and life insurance planning and analysis in connection with the settlement of legal claims, and the underwriting, issuance and administration of qualified and non-qualified annuities; coordination of trustee services; financial and trust planning with appropriate legal counsel; financial, fiduciary administration, and healthcare and life insurance planning services for disabled and non-disabled individuals and their families in need of healthcare and life insurance, financial and trust planning; traditional wealth management and trust planning to ensure long-term financial stability; financial, healthcare and life insurance, and fiduciary administration planning and analysis in connection with the settlement of legal claims and planning focused on supporting the disabled community and their financial and healthcare needs; and financial and healthcare and life insurance planning and fiduciary administration services to help individuals, with or without a disability, and families achieve their financial and insurance planning objectives through the underwriting, issuance and administration of qualified and non-qualified annuities, fiduciary administration and trust services, and financial and wealth management planning

Owner

Prior registrations

Prosecution history

  • 04 Feb 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 04 Feb 2025 — REGISTERED-PRINCIPAL REGISTER
  • 21 Jan 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 21 Jan 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 21 Jan 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 17 Dec 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 17 Dec 2024 — PUBLISHED FOR OPPOSITION
  • 11 Dec 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 21 Nov 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 18 Nov 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 18 Nov 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 18 Nov 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 03 Oct 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 03 Oct 2024 — NON-FINAL ACTION E-MAILED
  • 03 Oct 2024 — NON-FINAL ACTION WRITTEN

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