FAMILY WEALTH CURATION Trademark

Trademark Overview


On Friday, January 19, 2018, a trademark application was filed for FAMILY WEALTH CURATION with the United States Patent and Trademark Office. The USPTO has given the FAMILY WEALTH CURATION trademark a serial number of 87762745. The federal status of this trademark filing is REGISTERED as of Tuesday, July 17, 2018. This trademark is owned by GARRISON LLC. The FAMILY WEALTH CURATION trademark is filed in the Insurance & Financial Services category with the following description:

Financial portfolio management; Management of portfolios comprising securities; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, generational wealth transfer and preservation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Estate planning; Estate trust management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment in the field of insurance and retirement; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, e...
family wealth curation

General Information


Serial Number87762745
Word MarkFAMILY WEALTH CURATION
Filing DateFriday, January 19, 2018
Status700 - REGISTERED
Status DateTuesday, July 17, 2018
Registration Number5521488
Registration DateTuesday, July 17, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial portfolio management; Management of portfolios comprising securities; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, generational wealth transfer and preservation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Estate planning; Estate trust management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment in the field of insurance and retirement; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, estate settlement services
Disclaimer with Predetermined Text"CURATION"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 1, 2018
Primary Code036
First Use Anywhere DateThursday, August 31, 2017
First Use In Commerce DateThursday, August 31, 2017

Trademark Owner History


Party NameGARRISON LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNAPLES, FL 34105

Party NameGARRISON LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNAPLES, FL 34105

Trademark Events


Event DateEvent Description
Monday, July 17, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 16, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 16, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, November 16, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, July 17, 2018REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, June 12, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, June 8, 2018ASSIGNED TO LIE
Tuesday, May 29, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, May 29, 2018EXAMINER'S AMENDMENT ENTERED
Tuesday, May 29, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, May 29, 2018EXAMINERS AMENDMENT E-MAILED
Tuesday, May 29, 2018EXAMINERS AMENDMENT -WRITTEN
Friday, May 4, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 4, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 4, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 3, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, May 3, 2018NON-FINAL ACTION E-MAILED
Thursday, May 3, 2018NON-FINAL ACTION WRITTEN
Monday, April 30, 2018ASSIGNED TO EXAMINER
Thursday, February 1, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 23, 2018NEW APPLICATION ENTERED