1792 WEALTH ADVISORS Trademark

Trademark Overview


On Thursday, May 3, 2018, a trademark application was filed for 1792 WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the 1792 WEALTH ADVISORS trademark a serial number of 87905634. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, March 18, 2025. This trademark is owned by 1792 Wealth Advisors, LLC. The 1792 WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

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 consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means in the field of personal finance and capital market consulting; Financial planning consultation; 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 securit...
1792 wealth advisors

General Information


Serial Number87905634
Word Mark1792 WEALTH ADVISORS
Filing DateThursday, May 3, 2018
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, March 18, 2025
Registration Number5642104
Registration DateTuesday, January 1, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 16, 2018

Trademark Statements


Pseudo MarkSEVENTEEN NINETY TWO WEALTH ADVISORS
Goods and ServicesBanking 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 consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means in the field of personal finance and capital market consulting; Financial planning consultation; 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 advisory services; Investment management in the fields of personal finance and capital market consulting; Investment of funds; Investment of funds for others in the fields of personal finance; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust management accounts
NOT AVAILABLE"WEALTH ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, May 12, 2018
Primary Code036
First Use Anywhere DateThursday, August 17, 2017
First Use In Commerce DateThursday, August 17, 2017

Trademark Owner History


Party Name1792 Wealth Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMorristown, NJ 07960

Party Name1792 Wealth Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMorristown, NJ 07960

Party Name1792 Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMorristown, NJ 07960

Trademark Events


Event DateEvent Description
Monday, May 7, 2018NEW APPLICATION ENTERED
Saturday, May 12, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 27, 2018ASSIGNED TO EXAMINER
Tuesday, August 28, 2018EXAMINERS AMENDMENT -WRITTEN
Tuesday, August 28, 2018EXAMINER'S AMENDMENT ENTERED
Tuesday, August 28, 2018EXAMINERS AMENDMENT E-MAILED
Tuesday, August 28, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, August 28, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, September 10, 2018ASSIGNED TO LIE
Wednesday, September 26, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 16, 2018PUBLISHED FOR OPPOSITION
Tuesday, October 16, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 1, 2019REGISTERED-PRINCIPAL REGISTER
Monday, August 8, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, August 8, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, August 8, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, January 1, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 19, 2024TEAS SECTION 8 & 15 RECEIVED
Tuesday, March 18, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, March 18, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, March 18, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED