EGÉA WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, November 20, 2023, a trademark application was filed for EGÉA WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the EGÉA WEALTH MANAGEMENT trademark a serial number of 98278666. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, August 19, 2024. The EGÉA WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating strategies for socially responsible investments and sustainable investing; Financial analyses; Financial analysis; Financial consultancy; Financial consultation; Financial consultation in the field of socially responsible investments and sustainable investing; Financial consulting; Financial management in the field of socially responsible investments and sustainable investing; Financial planning and investment advisory services; Financial planning, namely, creating strategies for socially responsible investments and sustainable investing; Financial services, namely, wealth management services; Financial advice; Financial advice and consultancy services; Financial information and advisory services; Financial management; Financial planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
General Information
| Serial Number | 98278666 |
| Word Mark | EGÉA WEALTH MANAGEMENT |
| Filing Date | Monday, November 20, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, August 19, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a tree with a trunk and leaves. Surrounding the tree is a partial circle line drawing. To the right of the tree is the wording "Egéa Wealth Management," and the word "Management" has horizontal line drawings on its left and right sides. |
| Goods and Services | Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating strategies for socially responsible investments and sustainable investing; Financial analyses; Financial analysis; Financial consultancy; Financial consultation; Financial consultation in the field of socially responsible investments and sustainable investing; Financial consulting; Financial management in the field of socially responsible investments and sustainable investing; Financial planning and investment advisory services; Financial planning, namely, creating strategies for socially responsible investments and sustainable investing; Financial services, namely, wealth management services; Financial advice; Financial advice and consultancy services; Financial information and advisory services; Financial management; Financial planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
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 | Wednesday, January 3, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, October 1, 2023 |
| First Use In Commerce Date | Sunday, October 1, 2023 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Evanston, IL 60202 |
Trademark Events
| Event Date | Event Description |
| Monday, June 24, 2024 | ASSIGNED TO EXAMINER |
| Monday, August 19, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, August 19, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, August 19, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, January 4, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, November 29, 2023 | NEW APPLICATION ENTERED |
| Wednesday, January 3, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
