SAGE STONE WEALTH MANAGEMENT
Live / Allowed — Published for opposition (as of 10 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 07 Mar 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99073696
- Mark type
- Design + words
- Filed
- 07 Mar 2025
- Published for opposition
- 10 Mar 2026
- Attorney of record
- Kelly A. Floyd
Goods and services
- Class 035 — Advertising and business services: Business consulting services; Business management of the nonprofit corporations and trade associations of others; Business management consulting, strategic planning and business advisory services provided to non-profit corporations, foundations, and small businesses; Business management consulting and advisory services; Business advisory services; Business assistance, advisory and consulting services in the field of financial planning, investment and asset management; Business advisory services, consultancy and information
- Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Funds investment; Investment of funds for others; Financial portfolio management; Financial portfolio analysis services; Financial planning; Financial asset management; Investment advisory services; Providing financial information; Capital investment services; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial management; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Strategic financial advisory services; Financial information and advisory services; Financial consulting
Owner
- Sage Stone Wealth Management LLC, La Jolla, CA, US
- Sage Stone Wealth Management LLC, La Jolla, CA, US
Prosecution history
- 10 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 10 Mar 2026 — PUBLISHED FOR OPPOSITION
- 04 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 16 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 15 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 15 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 15 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 10 Nov 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 10 Nov 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 11 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 11 Aug 2025 — NON-FINAL ACTION E-MAILED
- 11 Aug 2025 — NON-FINAL ACTION WRITTEN
- 10 Aug 2025 — ASSIGNED TO EXAMINER
- 28 Jul 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 28 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED