FIDELITY INSTITUTIONAL WEALTH ADVISER Trademark
Trademark Overview
On Wednesday, June 14, 2023, a trademark application was filed for FIDELITY INSTITUTIONAL WEALTH ADVISER with the United States Patent and Trademark Office. The USPTO has given the FIDELITY INSTITUTIONAL WEALTH ADVISER trademark a serial number of 98042734. The federal status of this trademark filing is SECOND EXTENSION - GRANTED as of Thursday, June 26, 2025. This trademark is owned by FMR LLC. The FIDELITY INSTITUTIONAL WEALTH ADVISER trademark is filed in the Insurance & Financial Services category with the following description:
Financial consultation being institutional investment adviser services
General Information
| Serial Number | 98042734 |
| Word Mark | FIDELITY INSTITUTIONAL WEALTH ADVISER |
| Filing Date | Wednesday, June 14, 2023 |
| Status | 731 - SECOND EXTENSION - GRANTED |
| Status Date | Thursday, June 26, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 7, 2024 |
Trademark Statements
| Goods and Services | Financial consultation being institutional investment adviser services |
| NOT AVAILABLE | "INSTITUTIONAL WEALTH ADVISER" |
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 | Tuesday, July 18, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | FMR LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02210 |
| Party Name | FMR LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02210 |
Trademark Events
| Event Date | Event Description |
| Tuesday, July 18, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 4, 2024 | ASSIGNED TO EXAMINER |
| Friday, March 8, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, March 8, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, March 8, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, March 8, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Monday, April 1, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 17, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 2, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 17, 2024 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, December 17, 2024 | SOU EXTENSION 1 GRANTED |
| Tuesday, May 7, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 7, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 17, 2024 | SOU EXTENSION 1 FILED |
| Monday, March 3, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, June 26, 2025 | SOU EXTENSION 2 FILED |
| Thursday, June 26, 2025 | SOU TEAS EXTENSION RECEIVED |
| Thursday, June 26, 2025 | SOU EXTENSION 2 GRANTED |
| Friday, June 27, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
