VIZIONARY WEALTH MANAGEMENT

Live / Allowed — Published for opposition (as of 24 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 13 Nov 2024 filing date already counts against anyone who files later.

Record

Serial number
98851392
Mark type
Stylized text
Filed
13 Nov 2024
Published for opposition
24 Mar 2026
Attorney of record
Carrie Bader

Goods and services

  • Class 036 — Insurance and financial services: Financial advice and consultancy services; financial services, namely wealth management services; financial services, namely estate settlement services; financial services, namely investment and financial asset management services; financial services, namely retirement plan consulting; financial services, namely management of planned giving for non-profit and charitable organizations; financial services, namely management of and consultancy for executive compensation packages; financial services, namely financial advice relating to taxes; financial services, namely management of funds for education costs; financial services, namely financial portfolio management; all services exclude insurance brokerage services

Owner

Prosecution history

  • 24 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 24 Mar 2026 — PUBLISHED FOR OPPOSITION
  • 18 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 26 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 16 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 16 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 16 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 06 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 06 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 06 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 06 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 06 Nov 2025 — NON-FINAL ACTION E-MAILED
  • 06 Nov 2025 — NON-FINAL ACTION WRITTEN
  • 23 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 23 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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