EMORY WEALTH

Live / Registered — Registered (as of 15 Sept 2026)

What this means for you

Registered since 15 Sept 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99622539
Registration number
8431787
Mark type
Stylized text
Filed
29 Jan 2026
Published for opposition
21 Jul 2026
Registered
15 Sept 2026

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory services; Financial portfolio analysis services; Financial customs brokerage services; Strategic financial advisory services; On-line financial planning services; Financial risk assessment services; Providing financial research services; Financial wealth management services; Providing financial advisory services; Financial due diligence services; Financial analysis and research services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Family office services in the nature of financial wealth management services; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Reinsurance financial services in the nature of providing an investment option available for annuity products; Financial services in the nature of providing an investment option available for life insurance products; Financial consulting services, namely, expert analysis in finance; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others

Owner

Prosecution history

  • 15 Sept 2026 — REGISTERED-PRINCIPAL REGISTER
  • 08 Sept 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 08 Sept 2026 — REGISTERED-PRINCIPAL REGISTER
  • 21 Jul 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 21 Jul 2026 — PUBLISHED FOR OPPOSITION
  • 15 Jul 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 24 Jun 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 24 Jun 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 24 Jun 2026 — EXAMINER'S AMENDMENT ENTERED
  • 24 Jun 2026 — EXAMINERS AMENDMENT E-MAILED
  • 24 Jun 2026 — EXAMINERS AMENDMENT -WRITTEN
  • 10 Jun 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 10 Jun 2026 — NON-FINAL ACTION E-MAILED
  • 10 Jun 2026 — NON-FINAL ACTION WRITTEN
  • 27 May 2026 — ASSIGNED TO EXAMINER

View this trademark record on Marksy