APTUS WEALTH PLANNING Trademark
Trademark Overview
On Thursday, December 26, 2019, a trademark application was filed for APTUS WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the APTUS WEALTH PLANNING trademark a serial number of 88739406. The federal status of this trademark filing is REGISTERED as of Tuesday, June 1, 2021. This trademark is owned by Pittsburgh Wealth Management, LLC. The APTUS WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice and consultancy services; financial planning services; financial portfolio management services; financial risk management services; estate planning; private trust services, namely, investment and trust company services
General Information
| Serial Number | 88739406 |
| Word Mark | APTUS WEALTH PLANNING |
| Filing Date | Thursday, December 26, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 1, 2021 |
| Registration Number | 6367431 |
| Registration Date | Tuesday, June 1, 2021 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 16, 2021 |
Trademark Statements
| Goods and Services | Financial advice and consultancy services; financial planning services; financial portfolio management services; financial risk management services; estate planning; private trust services, namely, investment and trust company services |
| NOT AVAILABLE | "WEALTH PLANNING" |
Classification Information
| 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 | Friday, August 14, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, December 20, 2012 |
| First Use In Commerce Date | Thursday, December 20, 2012 |
Trademark Owner History
| Party Name | Pittsburgh Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pittsburgh, PA 15219 US |
| Party Name | Pittsburgh Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pittsburgh, PA 15219 US |
| Party Name | Pittsburgh Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pittsburgh, PA 15219 US |
Trademark Events
| Event Date | Event Description |
| Monday, December 30, 2019 | NEW APPLICATION ENTERED |
| Friday, January 3, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 20, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, March 24, 2020 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 24, 2020 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 24, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, August 14, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, August 14, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, August 14, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 4, 2020 | FINAL REFUSAL WRITTEN |
| Friday, September 4, 2020 | FINAL REFUSAL E-MAILED |
| Friday, September 4, 2020 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, February 8, 2021 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Monday, February 8, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, February 8, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 9, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 24, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 16, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 16, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 1, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Monday, June 1, 2026 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |