COLLABORATIVE WEALTH Trademark

Trademark Overview

On Thursday, May 21, 2015, a trademark application was filed for COLLABORATIVE WEALTH with the United States Patent and Trademark Office. The USPTO has given the COLLABORATIVE WEALTH trademark a serial number of 86637500. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, October 1, 2025. This trademark is owned by Collaborative Wealth Management, Inc. The COLLABORATIVE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning
collaborative wealth

General Information

Serial Number86637500
Word MarkCOLLABORATIVE WEALTH
Filing DateThursday, May 21, 2015
Status800 - REGISTERED AND RENEWED
Status DateWednesday, October 1, 2025
Registration Number4972018
Registration DateTuesday, June 7, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 22, 2016

Trademark Statements

Goods and ServicesFinancial planning
NOT AVAILABLE"WEALTH"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, May 29, 2015
Primary Code036
First Use Anywhere DateFriday, September 1, 2006
First Use In Commerce DateFriday, September 1, 2006

Trademark Owner History

Party NameCollaborative Wealth Management, Inc
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLake Mary, FL 32746
Party NameCollaborative Wealth Management, Inc
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressLongwood, FL 32779
Party NameCollaborative Wealth Management, Inc
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLongwood, FL 32779

Trademark Events

Event DateEvent Description
Monday, January 25, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 25, 2015NEW APPLICATION ENTERED
Friday, May 29, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, September 2, 2015ASSIGNED TO EXAMINER
Wednesday, September 2, 2015NON-FINAL ACTION WRITTEN
Wednesday, September 2, 2015NON-FINAL ACTION E-MAILED
Wednesday, September 2, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, December 17, 2015ASSIGNED TO EXAMINER
Monday, January 25, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, January 25, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 5, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, June 7, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, December 13, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, March 2, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 22, 2016PUBLISHED FOR OPPOSITION
Tuesday, March 22, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 7, 2016REGISTERED-PRINCIPAL REGISTER
Saturday, September 11, 2021TEAS SECTION 8 & 15 RECEIVED
Monday, December 13, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, December 13, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, October 1, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, October 1, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, October 1, 2025REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, October 1, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Sunday, June 8, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, June 7, 2025TEAS SECTION 8 & 9 RECEIVED

Related Keywords

wealth collaborative planning financial