ADVOCACY WEALTH MANAGEMENT Trademark

Trademark Overview


On Monday, July 17, 2023, a trademark application was filed for ADVOCACY WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ADVOCACY WEALTH MANAGEMENT trademark a serial number of 98088192. The federal status of this trademark filing is REGISTERED as of Tuesday, February 4, 2025. This trademark is owned by Forge Consulting, LLC. The ADVOCACY WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial consultation, namely, designing financial, fiduciary administration, and wealth management solutions for settlements of legal claims that work in concert with structured annuities; financial, fiduciary administration, and insurance consulting services for attorneys, litigants, and financial professionals in designing settlements of legal claims; financial services, namely, providing financial, fiduciary administration, and healthcare and life insurance planning and analysis in connection with the settlement of legal claims, and the underwriting, issuance and administration of qualified and non-qualified annuities; coordination of trustee services; financial and trust planning with appropriate legal counsel; financial, fiduciary administration, and healthcare and life insurance planning services for disabled and non-disabled individuals and their families in need of healthcare and life insurance, financial and trust planning; traditional wealth management and trust planning to...
advocacy wealth management

General Information


Serial Number98088192
Word MarkADVOCACY WEALTH MANAGEMENT
Filing DateMonday, July 17, 2023
Status700 - REGISTERED
Status DateTuesday, February 4, 2025
Registration Number7675105
Registration DateTuesday, February 4, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 17, 2024

Trademark Statements


Goods and ServicesFinancial consultation, namely, designing financial, fiduciary administration, and wealth management solutions for settlements of legal claims that work in concert with structured annuities; financial, fiduciary administration, and insurance consulting services for attorneys, litigants, and financial professionals in designing settlements of legal claims; financial services, namely, providing financial, fiduciary administration, and healthcare and life insurance planning and analysis in connection with the settlement of legal claims, and the underwriting, issuance and administration of qualified and non-qualified annuities; coordination of trustee services; financial and trust planning with appropriate legal counsel; financial, fiduciary administration, and healthcare and life insurance planning services for disabled and non-disabled individuals and their families in need of healthcare and life insurance, financial and trust planning; traditional wealth management and trust planning to ensure long-term financial stability; financial, healthcare and life insurance, and fiduciary administration planning and analysis in connection with the settlement of legal claims and planning focused on supporting the disabled community and their financial and healthcare needs; and financial and healthcare and life insurance planning and fiduciary administration services to help individuals, with or without a disability, and families achieve their financial and insurance planning objectives through the underwriting, issuance and administration of qualified and non-qualified annuities, fiduciary administration and trust services, and financial and wealth management planning
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 15, 2023
Primary Code036
First Use Anywhere DateMonday, January 1, 2007
First Use In Commerce DateMonday, January 1, 2007

Trademark Owner History


Party NameForge Consulting, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressAtlanta, GA 30339

Party NameForge Consulting, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressAtlanta, GA 30339

Party NameForge Consulting, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAtlanta, GA 30339

Trademark Events


Event DateEvent Description
Thursday, July 20, 2023NEW APPLICATION ENTERED
Tuesday, August 15, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, March 18, 2024ASSIGNED TO EXAMINER
Monday, July 1, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Thursday, April 4, 2024NON-FINAL ACTION WRITTEN
Thursday, April 4, 2024NON-FINAL ACTION E-MAILED
Thursday, April 4, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 1, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Thursday, October 3, 2024NON-FINAL ACTION WRITTEN
Thursday, October 3, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, November 18, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 18, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, November 18, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, November 21, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 11, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 17, 2024PUBLISHED FOR OPPOSITION
Tuesday, December 17, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 21, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 4, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, February 4, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Thursday, October 3, 2024NON-FINAL ACTION E-MAILED
Tuesday, January 21, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, January 21, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED