FIDUCIARY WEALTH PARTNERS Trademark
Trademark Overview
On Monday, March 9, 2015, a trademark application was filed for FIDUCIARY WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the FIDUCIARY WEALTH PARTNERS trademark a serial number of 86557213. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, April 18, 2026. This trademark is owned by Fiduciary Wealth Partners, LLC. The FIDUCIARY WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Investment consultation; Investment management; Management of securities portfolios
General Information
| Serial Number | 86557213 |
| Word Mark | FIDUCIARY WEALTH PARTNERS |
| Filing Date | Monday, March 9, 2015 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Saturday, April 18, 2026 |
| Registration Number | 4792315 |
| Registration Date | Tuesday, August 11, 2015 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | "PARTNERS" |
| Goods and Services | Financial advisory and consultancy services; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Investment consultation; Investment management; Management of securities portfolios |
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 | Thursday, March 19, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 3, 2015 |
| First Use In Commerce Date | Tuesday, March 3, 2015 |
Trademark Owner History
| Party Name | Fiduciary Wealth Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newton, MA 02462
US |
| Party Name | Fiduciary Wealth Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02110
US |
Trademark Events
| Event Date | Event Description |
| Thursday, March 12, 2015 | NEW APPLICATION ENTERED |
| Thursday, March 19, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, June 13, 2015 | ASSIGNED TO EXAMINER |
| Saturday, June 20, 2015 | NON-FINAL ACTION WRITTEN |
| Saturday, June 20, 2015 | NON-FINAL ACTION E-MAILED |
| Saturday, June 20, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 23, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 23, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 23, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 24, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, June 24, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 24, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 24, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 24, 2015 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Thursday, July 9, 2015 | ASSIGNED TO LIE |
| Thursday, July 9, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, August 11, 2015 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, August 11, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, August 2, 2021 | TEAS SECTION 8 RECEIVED |
| Friday, January 7, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, January 7, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Friday, January 7, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Sunday, August 11, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, February 10, 2026 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, April 18, 2026 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, April 18, 2026 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, April 18, 2026 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, April 18, 2026 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
