BROOKHAVEN WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, April 4, 2025, a trademark application was filed for BROOKHAVEN WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the BROOKHAVEN WEALTH MANAGEMENT trademark a serial number of 99121759. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, October 7, 2025. This trademark is owned by Brookhaven Wealth Management, Inc.. The BROOKHAVEN WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial advice; Financial advice and consultancy services; Investment advice; Advice relating to investments; Financial risk management; Insurance risk management; Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Financial portfolio management; Financial portfolio analysis services; Insurance consultation; Insurance information; Insurance brokerage services; Providing information about healthcare insurance plans
General Information
| Serial Number | 99121759 |
| Word Mark | BROOKHAVEN WEALTH MANAGEMENT |
| Filing Date | Friday, April 4, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, October 7, 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 | Tuesday, October 7, 2025 |
Trademark Statements
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| Goods and Services | Financial planning and investment advisory services; Financial advice; Financial advice and consultancy services; Investment advice; Advice relating to investments; Financial risk management; Insurance risk management; Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Financial portfolio management; Financial portfolio analysis services; Insurance consultation; Insurance information; Insurance brokerage services; Providing information about healthcare insurance plans |
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, April 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, November 3, 2013 |
| First Use In Commerce Date | Sunday, November 3, 2013 |
Trademark Owner History
| Party Name | Brookhaven Wealth Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Atlanta, GA 30342 |
| Party Name | Brookhaven Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Atlanta, GA 30342 |
Trademark Events
| Event Date | Event Description |
| Friday, April 4, 2025 | NEW APPLICATION ENTERED |
| Friday, April 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, July 11, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 2, 2025 | ASSIGNED TO EXAMINER |
| Monday, September 8, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, September 8, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Monday, September 8, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, September 8, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Monday, September 8, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 1, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 7, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 7, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, November 12, 2025 | ASSIGNED TO EXAMINER |
