W

Live / Registered — Registered (as of 07 Oct 2025)

What this means for you

Registered since 07 Oct 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98402166
Registration number
7977875
Mark type
Design + words
Filed
12 Feb 2024
Published for opposition
08 Oct 2024
Registered
07 Oct 2025
Attorney of record
Eric Lamb

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment consultation; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment management; Investment of funds for others; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate funds investment services; Securities trading and investing services for others via the internet.

Owner

Prosecution history

  • 07 Oct 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 07 Oct 2025 — REGISTERED-PRINCIPAL REGISTER
  • 03 Oct 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 17 Sept 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 17 Sept 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 17 Sept 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 23 Apr 2025 — USE AMENDMENT FILED
  • 16 Sept 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 23 Apr 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 23 Apr 2025 — TEAS STATEMENT OF USE RECEIVED
  • 23 Apr 2025 — SOU EXTENSION 1 GRANTED
  • 23 Apr 2025 — SOU EXTENSION 1 FILED
  • 23 Apr 2025 — SOU TEAS EXTENSION RECEIVED
  • 19 Nov 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 08 Oct 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

View this trademark record on Marksy