MEET THE PORTFOLIO MANAGER
Live / Registered — Registered (as of 17 Feb 2026)
What this means for you
Registered since 17 Feb 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99138216
- Registration number
- 8141414
- Mark type
- Stylized text
- Filed
- 15 Apr 2025
- Published for opposition
- 30 Dec 2025
- Registered
- 17 Feb 2026
- Attorney of record
- Jeanne L. Seewald
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and investment advisory services; financial consulting; financial retirement planning; financial risk management planning; insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information
Owner
- Moran Wealth Management, LLC, Naples, FL, US
- Moran Wealth Management, LLC, Naples, FL, US
- Moran Wealth Management, LLC, Naples, FL, US
Prosecution history
- 17 Feb 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 17 Feb 2026 — REGISTERED-PRINCIPAL REGISTER
- 30 Dec 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 30 Dec 2025 — PUBLISHED FOR OPPOSITION
- 24 Dec 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 02 Dec 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 10 Sept 2025 — ASSIGNED TO EXAMINER
- 15 Apr 2025 — APPLICATION FILING RECEIPT MAILED
- 15 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 15 Apr 2025 — NEW APPLICATION ENTERED