DILIGENCE WEALTH MANAGEMENT Trademark

Trademark Overview

On Monday, August 21, 2023, a trademark application was filed for DILIGENCE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the DILIGENCE WEALTH MANAGEMENT trademark a serial number of 98143235. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, August 13, 2024. This trademark is owned by 9114-6480 Quebec Inc.. The DILIGENCE WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Financial investment analysis and stock research; Financial investment brokerage; Financial investment in the field of mutual funds; Financial investment in the field of securities; Financial investment in the field of commodities; Financial investment in the field of exchange traded funds; Financial management; Financial management in the field of investment portfolios; Financial advisory and consultancy services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial research and information services; Funds investment; Investment banking services; Investment management; Investment of funds for others; Management of portfolios of transferable securities; Management of portfolios comprising securities; Management of a capital investment fund; Information, advisory, consultancy and financial research services relating to finance and investments

Providing a web site featuring temporary use of non-downloadable software for personal financial advisor software to provide investment management and financial advice; Providing a web site featuring temporary use of non-downloadable software for storing, managing, tracking, analyzing, and reporting financial investment data; Computer services, namely, hosting and maintaining an on-line web site for others for providing information in the field of financial investments; Computer services, namely, creating an on-line virtual environment for an online trading platform for investment funds brokerage
diligence wealth management

General Information

Serial Number98143235
Word MarkDILIGENCE WEALTH MANAGEMENT
Filing DateMonday, August 21, 2023
Status688 - NOTICE OF ALLOWANCE - ISSUED
Status DateTuesday, August 13, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 18, 2024

Trademark Statements

Goods and ServicesFinancial investment analysis and stock research; Financial investment brokerage; Financial investment in the field of mutual funds; Financial investment in the field of securities; Financial investment in the field of commodities; Financial investment in the field of exchange traded funds; Financial management; Financial management in the field of investment portfolios; Financial advisory and consultancy services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial research and information services; Funds investment; Investment banking services; Investment management; Investment of funds for others; Management of portfolios of transferable securities; Management of portfolios comprising securities; Management of a capital investment fund; Information, advisory, consultancy and financial research services relating to finance and investments
NOT AVAILABLE"WEALTH MANAGEMENT"
Goods and ServicesProviding a web site featuring temporary use of non-downloadable software for personal financial advisor software to provide investment management and financial advice; Providing a web site featuring temporary use of non-downloadable software for storing, managing, tracking, analyzing, and reporting financial investment data; Computer services, namely, hosting and maintaining an on-line web site for others for providing information in the field of financial investments; Computer services, namely, creating an on-line virtual environment for an online trading platform for investment funds brokerage

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 20, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, September 20, 2023
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party Name9114-6480 Quebec Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressDorval, QC H9P2V9
CA
Party Name9114-6480 Quebec Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDorval, QC H9P2V9
CA

Trademark Events

Event DateEvent Description
Friday, August 25, 2023NEW APPLICATION ENTERED
Friday, April 19, 2024ASSIGNED TO EXAMINER
Tuesday, April 30, 2024NON-FINAL ACTION WRITTEN
Tuesday, April 30, 2024NON-FINAL ACTION E-MAILED
Wednesday, May 15, 2024EXAMINERS AMENDMENT -WRITTEN
Wednesday, May 15, 2024EXAMINER'S AMENDMENT ENTERED
Wednesday, May 15, 2024EXAMINERS AMENDMENT E-MAILED
Wednesday, May 15, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, May 15, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 29, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 18, 2024PUBLISHED FOR OPPOSITION
Tuesday, June 18, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 13, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, September 20, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, April 30, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

management wealth diligence financial investment services field funds portfolios advisory information providing