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 REVIVED - AWAITING FURTHER ACTION as of Tuesday, May 28, 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
General Information
| Serial Number | 97560134 |
| Word Mark | CONGRUENT WEALTH |
| Filing Date | Tuesday, August 23, 2022 |
| Status | 616 - REVIVED - AWAITING FURTHER ACTION |
| Status Date | Tuesday, May 28, 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 | Tuesday, August 22, 2023 |
Trademark Statements
| Goods and Services | Estate planning; Financial planning; Insurance and financial information and consultancy services; Investment management; Financial services, namely, wealth management services |
| NOT AVAILABLE | "WEALTH" |
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, August 26, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | CONGRUENT WEALTH, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | JACKSONVILLE, FL 32256 |
| Party Name | CONGRUENT WEALTH, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | JACKSONVILLE, FL 32256 |
Trademark Events
| Event Date | Event Description |
| Friday, August 26, 2022 | NEW APPLICATION ENTERED |
| Friday, August 26, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 9, 2023 | ASSIGNED TO EXAMINER |
| Friday, June 9, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, June 9, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Friday, June 9, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, June 9, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, July 19, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 2, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 22, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 22, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, May 20, 2024 | ABANDONMENT - NO USE STATEMENT FILED |
| Tuesday, October 17, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, May 20, 2024 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED |
| Tuesday, May 28, 2024 | TEAS PETITION TO REVIVE RECEIVED |
| Tuesday, May 28, 2024 | PETITION TO REVIVE-GRANTED |
| Tuesday, May 28, 2024 | NOTICE OF REVIVAL - E-MAILED |
| Tuesday, May 28, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, May 28, 2024 | SOU EXTENSION RECEIVED WITH TEAS PETITION |
| Tuesday, May 28, 2024 | TEAS PETITION TO REVIVE RECEIVED |
