HWM HERMOSA WEALTH MANAGEMENT

Live / Registered — Registered (as of 16 Jul 2024)

What this means for you

Registered since 16 Jul 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98092114
Registration number
7449039
Mark type
Design + words
Filed
19 Jul 2023
Published for opposition
30 Apr 2024
Registered
16 Jul 2024

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Investment advice; Investment advisory services; Investment management; Management of portfolios comprising securities; Management of securities portfolios; Financial asset management; Financial portfolio management; Financial advisory and consultancy services, namely, wealth management, investment management, and financial planning.; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, financial goal analysis, cash flow analysis, retirement planning, risk management, investment management.; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Owner

Prosecution history

  • 16 Jul 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 16 Jul 2024 — REGISTERED-PRINCIPAL REGISTER
  • 16 Jul 2024 — REGISTERED-PRINCIPAL REGISTER
  • 30 Apr 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 30 Apr 2024 — PUBLISHED FOR OPPOSITION
  • 10 Apr 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 27 Mar 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 27 Mar 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 26 Mar 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 26 Mar 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 25 Mar 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 25 Mar 2024 — NON-FINAL ACTION E-MAILED
  • 25 Mar 2024 — NON-FINAL ACTION WRITTEN
  • 25 Mar 2024 — ASSIGNED TO EXAMINER
  • 18 Aug 2023 — NOTICE OF DESIGN SEARCH CODE E-MAILED

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