CYNDEO WEALTH PARTNERS Trademark
Trademark Overview
On Thursday, September 3, 2020, a trademark application was filed for CYNDEO WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the CYNDEO WEALTH PARTNERS trademark a serial number of 90157053. The federal status of this trademark filing is REGISTERED as of Tuesday, May 25, 2021. This trademark is owned by Cyndeo Wealth Partners, LLC. The CYNDEO WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving;...
General Information
| Serial Number | 90157053 |
| Word Mark | CYNDEO WEALTH PARTNERS |
| Filing Date | Thursday, September 3, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 25, 2021 |
| Registration Number | 6360583 |
| Registration Date | Tuesday, May 25, 2021 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 9, 2021 |
Trademark Statements
| NOT AVAILABLE | "WEALTH PARTNERS" |
| Goods and Services | Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services |
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, October 9, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, June 12, 2020 |
| First Use In Commerce Date | Friday, June 12, 2020 |
Trademark Owner History
| Party Name | Cyndeo Wealth Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | St. Petersburg, FL 33701
US |
| Party Name | Cyndeo Wealth Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | St. Petersburg, FL 33701
US |
| Party Name | Cyndeo Wealth Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | St. Petersburg, FL 33701
US |
Trademark Events
| Event Date | Event Description |
| Monday, September 7, 2020 | NEW APPLICATION ENTERED |
| Friday, October 9, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, January 11, 2021 | ASSIGNED TO EXAMINER |
| Tuesday, January 12, 2021 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 12, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 12, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 27, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 27, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, January 28, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 1, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, February 11, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, February 11, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, February 11, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, February 17, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 9, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 9, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 25, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Monday, May 25, 2026 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
