EDGEWATER WEALTH MANAGEMENT

Live / Applied — Non-final action mailed (as of 23 Sept 2025)

What this means for you

Not registered yet, but its 05 May 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99170583
Mark type
Design + words
Filed
05 May 2025
Attorney of record
Brooke A. Johnson

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial consulting; Investment advice; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial asset management; Investment advisory services; Financial planning for retirement; Estate planning

Owner

Prosecution history

  • 19 Dec 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 19 Dec 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 23 Sept 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 23 Sept 2025 — NON-FINAL ACTION E-MAILED
  • 23 Sept 2025 — NON-FINAL ACTION WRITTEN
  • 22 Sept 2025 — ASSIGNED TO EXAMINER
  • 12 Sept 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 12 Sept 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 05 May 2025 — APPLICATION FILING RECEIPT MAILED
  • 05 May 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy