CONGRUENT WEALTH Trademark

Trademark Overview

On Tuesday, August 23, 2022, a trademark application was filed for CONGRUENT WEALTH with the United States Patent and Trademark Office. The USPTO has given the CONGRUENT WEALTH trademark a serial number of 97560134. The federal status of this trademark filing is REGISTERED as of Tuesday, October 15, 2024. This trademark is owned by CONGRUENT WEALTH, LLC. The CONGRUENT WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Financial planning; Insurance and financial information and consultancy services; Investment management; Financial services, namely, wealth management services
congruent wealth

General Information

Serial Number97560134
Word MarkCONGRUENT WEALTH
Filing DateTuesday, August 23, 2022
Status700 - REGISTERED
Status DateTuesday, October 15, 2024
Registration Number7538401
Registration DateTuesday, October 15, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 22, 2023

Trademark Statements

Goods and ServicesEstate planning; Financial planning; Insurance and financial information and consultancy services; Investment management; Financial services, namely, wealth management services
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, August 26, 2022
Primary Code036
First Use Anywhere DateFriday, September 1, 2023
First Use In Commerce DateFriday, September 1, 2023

Trademark Owner History

Party NameCONGRUENT WEALTH, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressJACKSONVILLE, FL 32256
Party NameCONGRUENT WEALTH, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressJACKSONVILLE, FL 32256
Party NameCONGRUENT WEALTH, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressJACKSONVILLE, FL 32256

Trademark Events

Event DateEvent Description
Friday, August 26, 2022NEW APPLICATION ENTERED
Friday, August 26, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, June 9, 2023ASSIGNED TO EXAMINER
Friday, June 9, 2023EXAMINERS AMENDMENT -WRITTEN
Friday, June 9, 2023EXAMINERS AMENDMENT E-MAILED
Friday, June 9, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, June 9, 2023EXAMINER'S AMENDMENT ENTERED
Wednesday, July 19, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 2, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 22, 2023PUBLISHED FOR OPPOSITION
Tuesday, August 22, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 17, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, April 17, 2024SOU EXTENSION 1 FILED
Tuesday, May 28, 2024TEAS STATEMENT OF USE RECEIVED
Tuesday, May 28, 2024TEAS PETITION TO REVIVE RECEIVED
Monday, May 20, 2024ABANDONMENT - NO USE STATEMENT FILED
Monday, May 20, 2024ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Tuesday, May 28, 2024TEAS PETITION TO REVIVE RECEIVED
Tuesday, May 28, 2024PETITION TO REVIVE-GRANTED
Tuesday, May 28, 2024NOTICE OF REVIVAL - E-MAILED
Tuesday, May 28, 2024USE AMENDMENT FILED
Tuesday, May 28, 2024SOU EXTENSION RECEIVED WITH TEAS PETITION
Saturday, July 6, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, July 24, 2024STATEMENT OF USE PROCESSING COMPLETE
Wednesday, July 24, 2024SOU EXTENSION 1 GRANTED
Friday, September 6, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, September 6, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 15, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, October 15, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, July 24, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Related Keywords

wealth congruent services financial planning management investment namely consultancy insurance information