GLASS JACOBSON WEALTH ADVISORS Trademark

Trademark Overview


On Friday, June 10, 2022, a trademark application was filed for GLASS JACOBSON WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the GLASS JACOBSON WEALTH ADVISORS trademark a serial number of 97452174. The federal status of this trademark filing is REGISTERED as of Tuesday, August 1, 2023. This trademark is owned by Glass Jacobson Investment Advisors, LLC. The GLASS JACOBSON WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable ann...
glass jacobson wealth advisors

General Information


Serial Number97452174
Word MarkGLASS JACOBSON WEALTH ADVISORS
Filing DateFriday, June 10, 2022
Status700 - REGISTERED
Status DateTuesday, August 1, 2023
Registration Number7125278
Registration DateTuesday, August 1, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 16, 2023

Trademark Statements


Goods and ServicesFinancial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services
Disclaimer with Predetermined Text"WEALTH ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 12, 2023
Primary Code036
First Use Anywhere DateWednesday, June 8, 2022
First Use In Commerce DateWednesday, June 8, 2022

Trademark Owner History


Party NameGlass Jacobson Investment Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOwings Mills, MD 21117

Party NameGlass Jacobson Investment Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressOwings Mills, MD 21117

Party NameGlass Jacobson Investment Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOwings Mills, MD 21117

Trademark Events


Event DateEvent Description
Tuesday, August 1, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, August 1, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, May 16, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 16, 2023PUBLISHED FOR OPPOSITION
Wednesday, April 26, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, April 12, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 12, 2023EXAMINER'S AMENDMENT ENTERED
Wednesday, April 12, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, April 12, 2023EXAMINERS AMENDMENT E-MAILED
Wednesday, April 12, 2023EXAMINERS AMENDMENT -WRITTEN
Tuesday, April 11, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 10, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 10, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 5, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, April 5, 2023NON-FINAL ACTION E-MAILED
Wednesday, April 5, 2023NON-FINAL ACTION WRITTEN
Friday, March 24, 2023ASSIGNED TO EXAMINER
Wednesday, June 22, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, June 14, 2022NEW APPLICATION ENTERED