FIVE NINE WEALTH MANAGEMENT Trademark

Trademark Overview


On Thursday, May 27, 2021, a trademark application was filed for FIVE NINE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the FIVE NINE WEALTH MANAGEMENT trademark a serial number of 90738538. The federal status of this trademark filing is REGISTERED as of Tuesday, April 11, 2023. This trademark is owned by Bank Five Nine. The FIVE NINE WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial planning for retirement; financial retirement plan consulting services; estate planning; financial and insurance risk management; financial risk management consultation; investment of funds; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; information, advisory, consultancy and research services relating to finance and investments; investment services, namely, asset acquisition, consultation, development and management services; financial planning and investment advisory services and consulting services related thereto; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investm...

Tax consultation and advisory services
five nine wealth management

General Information


Serial Number90738538
Word MarkFIVE NINE WEALTH MANAGEMENT
Filing DateThursday, May 27, 2021
Status700 - REGISTERED
Status DateTuesday, April 11, 2023
Registration Number7026875
Registration DateTuesday, April 11, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 9, 2022

Trademark Statements


Goods and ServicesFinancial planning for retirement; financial retirement plan consulting services; estate planning; financial and insurance risk management; financial risk management consultation; investment of funds; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; information, advisory, consultancy and research services relating to finance and investments; investment services, namely, asset acquisition, consultation, development and management services; financial planning and investment advisory services and consulting services related thereto; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; fund investment consultation; consulting services in the field of state and federal employee benefit plans concerning insurance and finance; providing information in the field of employee financial benefit plans
Goods and ServicesTax consultation and advisory services
Disclaimer with Predetermined Text"WEALTH MANAGEMENT"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, August 22, 2021
Primary Code035
First Use Anywhere DateTuesday, January 17, 2023
First Use In Commerce DateTuesday, January 17, 2023

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, August 22, 2021
Primary Code036
First Use Anywhere DateTuesday, January 17, 2023
First Use In Commerce DateTuesday, January 17, 2023

Trademark Owner History


Party NameBank Five Nine
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressOconomowoc, WI 53066

Party NameBank Five Nine
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressOconomowoc, WI 53066

Party NameBank Five Nine
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressOconomowoc, WI 53066

Trademark Events


Event DateEvent Description
Tuesday, April 11, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, April 11, 2023REGISTERED-PRINCIPAL REGISTER
Friday, March 10, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, March 9, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sunday, February 19, 2023STATEMENT OF USE PROCESSING COMPLETE
Wednesday, January 25, 2023USE AMENDMENT FILED
Sunday, February 19, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, January 25, 2023TEAS STATEMENT OF USE RECEIVED
Tuesday, October 4, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, August 9, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 9, 2022PUBLISHED FOR OPPOSITION
Wednesday, July 20, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 5, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 28, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, June 28, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 28, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, February 16, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, February 16, 2022NON-FINAL ACTION E-MAILED
Wednesday, February 16, 2022NON-FINAL ACTION WRITTEN
Wednesday, February 9, 2022ASSIGNED TO EXAMINER
Sunday, August 22, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, May 31, 2021NEW APPLICATION ENTERED