CONCIERGE WEALTH MANAGEMENT Trademark
Trademark Overview
On Thursday, July 24, 2025, a trademark application was filed for CONCIERGE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CONCIERGE WEALTH MANAGEMENT trademark a serial number of 99300858. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, July 24, 2025. The CONCIERGE WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Business finance brokerage; Business finance brokerage services; Advice on finance during retirement; Financial planning; Financial planning consultation; On-line financial planning services; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial administration of employee welfare benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Int...
General Information
| Serial Number | 99300858 |
| Word Mark | CONCIERGE WEALTH MANAGEMENT |
| Filing Date | Thursday, July 24, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, July 24, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Business finance brokerage; Business finance brokerage services; Advice on finance during retirement; Financial planning; Financial planning consultation; On-line financial planning services; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial administration of employee welfare benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of employee financial benefit plans; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network |
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 | Thursday, July 24, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, December 15, 2010 |
| First Use In Commerce Date | Wednesday, December 15, 2010 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Needham, MA 02492 |
Trademark Events
| Event Date | Event Description |
| Thursday, July 24, 2025 | NEW APPLICATION ENTERED |
| Thursday, July 24, 2025 | APPLICATION FILING RECEIPT MAILED |
