CATALYZING WEALTH Trademark
Trademark Overview
On Monday, December 18, 2023, a trademark application was filed for CATALYZING WEALTH with the United States Patent and Trademark Office. The USPTO has given the CATALYZING WEALTH trademark a serial number of 98319516. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, July 18, 2024. This trademark is owned by Congress Wealth Management LLC. The CATALYZING WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Investment management; investment consultation; investment of funds for others; wealth management services; financial planning services; financial analysis and consultation; financial planning and investment advisory services provided via a global computer network; providing a website featuring information in the field of wealth management and financial planning
General Information
| Serial Number | 98319516 |
| Word Mark | CATALYZING WEALTH |
| Filing Date | Monday, December 18, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, July 18, 2024 |
| 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 |
Trademark Statements
| Goods and Services | Investment management; investment consultation; investment of funds for others; wealth management services; financial planning services; financial analysis and consultation; financial planning and investment advisory services provided via a global computer network; providing a website featuring information in the field of wealth management and financial 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 | Monday, December 18, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | CW ADVISORS, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02210 |
| Party Name | Congress Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02210 |
Trademark Events
| Event Date | Event Description |
| Monday, December 18, 2023 | NEW APPLICATION ENTERED |
| Wednesday, February 7, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, March 26, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 16, 2024 | ASSIGNED TO EXAMINER |
| Monday, October 14, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 14, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, October 14, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, October 14, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, October 14, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, July 18, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, July 18, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 18, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, October 14, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
