C.W. O'CONNER WEALTH ADVISORS Trademark
Trademark Overview
On Thursday, May 9, 2024, a trademark application was filed for C.W. O'CONNER WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the C.W. O'CONNER WEALTH ADVISORS trademark a serial number of 98541555. The federal status of this trademark filing is REGISTERED as of Tuesday, February 11, 2025. This trademark is owned by C.W. O'Conner Wealth Advisors, Inc.. The C.W. O'CONNER WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information regarding financial investment strategies; Strategic corporate financial advisory services
General Information
| Serial Number | 98541555 |
| Word Mark | C.W. O'CONNER WEALTH ADVISORS |
| Filing Date | Thursday, May 9, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 11, 2025 |
| Registration Number | 7686915 |
| Registration Date | Tuesday, February 11, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 24, 2024 |
Trademark Statements
| Goods and Services | Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information regarding financial investment strategies; Strategic corporate financial advisory services |
| NOT AVAILABLE | "Wealth Advisors" |
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, May 9, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, October 8, 2014 |
| First Use In Commerce Date | Wednesday, October 8, 2014 |
Trademark Owner History
| Party Name | C.W. O'Conner Wealth Advisors, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Duluth, GA 30096 |
| Party Name | C.W. O'Conner Wealth Advisors, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Duluth, GA 30096 |
| Party Name | C.W. O'Conner Wealth Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Duluth, GA 30096 |
Trademark Events
| Event Date | Event Description |
| Thursday, May 9, 2024 | NEW APPLICATION ENTERED |
| Wednesday, November 6, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 3, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 18, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, November 22, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, December 24, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 24, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 11, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 11, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
