VISION WEALTH MANAGEMENT

Live / Allowed — Publication / registration review complete (as of 09 Feb 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 01 Aug 2025 filing date already counts against anyone who files later.

Record

Serial number
99315551
Mark type
Stylized text
Filed
01 Aug 2025
Published for opposition
14 Apr 2026
Attorney of record
Michael Pampalone

Goods and services

  • Class 036 — Insurance and financial services: (Based on Use) Providing financial information; Financial administration of mutual funds; registered savings plans services, namely, savings account services; insurance services, namely, providing insurance information, insurance consultancy, insurance brokerage, insurance underwriting services for all types of insurance, assessing insurance claims, insurance risk management; (Based on 44(e)) (Based on Use) Financial asset management; Financial planning; Estate planning; Financial planning for retirement; Financial analysis and consultation; Investment management; Financial investment in the field of securities; Investment of funds for others; Financial administration of retirement plans; Wealth management; financial investment counseling; financial investments, namely, mutual fund investment; mutual fund services, namely, mutual fund distribution, mutual fund brokerage, establishing mutual funds for others, and mutual fund planning, advisory and analysis services; administration of investment savings accounts; personal financial risk management

Owner

Prosecution history

  • 04 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 04 Feb 2026 — EXAMINER'S AMENDMENT ENTERED
  • 04 Feb 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 04 Feb 2026 — EXAMINERS AMENDMENT E-MAILED
  • 04 Feb 2026 — EXAMINERS AMENDMENT -WRITTEN
  • 27 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 27 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 27 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 08 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 08 Jan 2026 — NON-FINAL ACTION E-MAILED
  • 08 Jan 2026 — NON-FINAL ACTION WRITTEN
  • 16 Dec 2025 — ASSIGNED TO EXAMINER
  • 01 Aug 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 01 Aug 2025 — TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
  • 01 Aug 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

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