CONCIERGE WEALTH MANAGEMENT
Live / Applied — Response to non-final action entered (as of 07 Feb 2026)
What this means for you
Not registered yet, but its 24 Jul 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
- 99300858
- Mark type
- Stylized text
- Filed
- 24 Jul 2025
Goods and services
- Class 036 — Insurance and financial services: Business finance brokerage; Business finance brokerage services; Advice on finance during retirement; Financial planning; Financial planning consultation; On-line financial planning services; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial administration of employee welfare benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of employee financial benefit plans; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network
Owner
- Julian B Morris, Needham, MA, US
Prosecution history
- 18 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 18 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 18 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 18 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 18 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 18 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 07 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 07 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 07 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 04 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 04 Feb 2026 — NON-FINAL ACTION E-MAILED
- 04 Feb 2026 — NON-FINAL ACTION WRITTEN
- 10 Dec 2025 — ASSIGNED TO EXAMINER
- 02 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 24 Jul 2025 — APPLICATION FILING RECEIPT MAILED