BILLFISH WEALTH MANAGEMENT
Live / Allowed — Notice of allowance issued (as of 07 Oct 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 28 Oct 2024 filing date already counts against anyone who files later.
Record
- Serial number
- 98824267
- Mark type
- Stylized text
- Filed
- 28 Oct 2024
- Published for opposition
- 03 Jun 2025
- Attorney of record
- Randi L. Karpinia
Goods and services
- Class 036 — Insurance and financial services: (Based on Use) Financial advice, namely, budget planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust planning; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; On-line financial planning services; Providing information in the field of financial planning; Providing information in the field of wealth management (Based on Intent to Use) Commercial lending services; Financial loan consultation; Financial services, namely, mortgage planning; Insurance consulting in the field of automobile, life, health, fire, and property insurance; Loan financing; Loan origination services specializing in commercial loans, construction loans, home loans, first mortgage, and second mortgage; Mortgage financing services; Mortgage lending; Mortgage refinancing; Real estate lending services
Owner
- Wood, Daniel William, Jupiter, FL, US
- Wood, Daniel William, Jupiter, FL, US
Prosecution history
- 26 Mar 2026 — TEAS POST PUBLICATION AMENDMENT RECEIVED
- 07 Oct 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 03 Jun 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Jun 2025 — PUBLISHED FOR OPPOSITION
- 28 May 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 02 May 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 02 May 2025 — EXAMINER'S AMENDMENT ENTERED
- 02 May 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 02 May 2025 — EXAMINERS AMENDMENT E-MAILED
- 02 May 2025 — EXAMINERS AMENDMENT -WRITTEN
- 29 Apr 2025 — ASSIGNED TO EXAMINER
- 24 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 28 Oct 2024 — NEW APPLICATION ENTERED