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 PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, October 24, 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 | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, October 24, 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 | Tuesday, December 31, 2024 |
Trademark Statements
| Description of Mark | The mark consists of a tree with a trunk and leaves, all in the color green. Surrounding the tree is a partial circle line drawing in the color gold. To the right of the tree is the green stylized wording "Egéa Wealth Management," and the word "Management" has gold horizontal line drawings on its left and right sides. All of the aforementioned appears on a tan background. |
| 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 | The color(s) green, gold, and tan is/are claimed as a feature of the mark. |
| NOT AVAILABLE | WEALTH MANAGEMENT |
| Translation of Words in Mark | The wording EGÉA has no meaning in a foreign language. |
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 |
| Wednesday, November 29, 2023 | NEW APPLICATION ENTERED |
| Wednesday, January 3, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 4, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 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 |
| Friday, October 18, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 18, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 18, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, October 21, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 25, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
