| Serial Number | 99454073 |
| Word Mark | 1792 |
| Filing Date | Tuesday, October 21, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, October 21, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Coaching in the field of finances; Providing a web site featuring non-downloadable instructional videos in the field of finance; Leadership development training in the field of finance; Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives |
| Goods and Services | Banking consultation; Banking and financing services; Credit and financial consultation; Estate planning; Estate trust planning; Financial consultancy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Financial information provided by electronic means; Financial information provided by electronic means in the field of personal finance and capital market consulting; Providing information in the field of personal finance; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; 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; 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, wealth management services; Financial trust planning; Investment advice; Investment advice in the fields of personal finance and capital market consulting; Investment advice in the fields of wealth management; Investment of funds; Investment of funds for others in the fields of personal finance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust management accounts; Financial consultancy and insurance consultancy; Providing information in the field of personal finance via a website; Investment of funds for charitable purposes; Mutual funds and capital investment; Providing information in the field of wealth management; Financial information provided by electronic means in the field of private lending and commercial lending; Financial services, namely, microfinance lending services; Lending consultant services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Financial services, namely, money lending; Merchant banking and investment banking services; Banking services; Providing banking information; Investment banking services; Providing a website featuring information in the field of banking; Insurance consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance and financial information and consultancy services; Commodity investment advice; Mutual fund investment |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 21, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 21, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | 1792 Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Morristown, NJ 07960 |
| Event Date | Event Description |
| Tuesday, October 21, 2025 | NEW APPLICATION ENTERED |
| Tuesday, October 21, 2025 | APPLICATION FILING RECEIPT MAILED |