DILIGENCE WEALTH MANAGEMENT

Live / Applied — Third extension granted (statement of use) (as of 13 Jan 2026)

What this means for you

Not registered yet, but its 21 Aug 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
98143235
Mark type
Stylized text
Filed
21 Aug 2023
Published for opposition
18 Jun 2024
Attorney of record
Sarah W. Matthews

Goods and services

  • Class 036 — Insurance and financial services: Financial investment analysis and stock research; Financial investment brokerage; Financial investment in the field of mutual funds; Financial investment in the field of securities; Financial investment in the field of commodities; Financial investment in the field of exchange traded funds; Financial management; Financial management in the field of investment portfolios; Financial advisory and consultancy services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial research and information services; Funds investment; Investment banking services; Investment management; Investment of funds for others; Management of portfolios of transferable securities; Management of portfolios comprising securities; Management of a capital investment fund; Information, advisory, consultancy and financial research services relating to finance and investments
  • Class 042 — Scientific and technological services: Providing a web site featuring temporary use of non-downloadable software for personal financial advisor software to provide investment management and financial advice; Providing a web site featuring temporary use of non-downloadable software for storing, managing, tracking, analyzing, and reporting financial investment data; Computer services, namely, hosting and maintaining an on-line web site for others for providing information in the field of financial investments; Computer services, namely, creating an on-line virtual environment for an online trading platform for investment funds brokerage

Owner

Prosecution history

  • 14 Jan 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 13 Jan 2026 — SOU EXTENSION 3 GRANTED
  • 13 Jan 2026 — SOU EXTENSION 3 FILED
  • 13 Jan 2026 — SOU TEAS EXTENSION RECEIVED
  • 31 Jul 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 31 Jul 2025 — SOU EXTENSION 2 GRANTED
  • 30 Jul 2025 — SOU EXTENSION 2 FILED
  • 30 Jul 2025 — SOU TEAS EXTENSION RECEIVED
  • 11 Feb 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 11 Feb 2025 — SOU EXTENSION 1 GRANTED
  • 11 Feb 2025 — SOU EXTENSION 1 FILED
  • 11 Feb 2025 — SOU TEAS EXTENSION RECEIVED
  • 13 Aug 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 18 Jun 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 18 Jun 2024 — PUBLISHED FOR OPPOSITION

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