DELEON WEALTH Trademark

Trademark Overview

On Tuesday, January 14, 2025, a trademark application was filed for DELEON WEALTH with the United States Patent and Trademark Office. The USPTO has given the DELEON WEALTH trademark a serial number of 98958523. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, January 14, 2025. This trademark is owned by DeLeon Wealth, LLC. The DELEON WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Cash management; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial portfolio management; Financial risk management; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Providing information in the field of financial planning; Providing information in the field of wealth management; Public equity investment management
deleon wealth

General Information

Serial Number98958523
Word MarkDELEON WEALTH
Filing DateTuesday, January 14, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, January 14, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Description of MarkThe mark consists of the letter D tilted on its axis, overlaid and blended with a W to present the appearance of both letters, DW. This consists of two elements, an elongated parallelogram at approximately a 61 degree angle, with its top right corner touching the bottom line of the next element. The second element is an elongated parallelogram that runs from left to right, bending down and then back up at approximately a 63 degree angle. The space between elements one and two give the appearance of a letter D and W intertwined. To the immediate right of the described logo there are the words DELEON WEALTH that appear in a stacked formation reading from left to right.
Goods and ServicesCash management; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial portfolio management; Financial risk management; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Providing information in the field of financial planning; Providing information in the field of wealth management; Public equity investment management
Indication of Colors claimedColor is not claimed as a feature of the mark.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, January 14, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameDeLeon Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressKennewick, WA 99336

Trademark Events

Event DateEvent Description
Tuesday, January 14, 2025NEW APPLICATION ENTERED

Related Keywords

wealth deleon financial management investment services planning namely advisory equity public providing