GUIDED WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, February 27, 2023, a trademark application was filed for GUIDED WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the GUIDED WEALTH MANAGEMENT trademark a serial number of 97813243. The federal status of this trademark filing is REGISTERED as of Tuesday, March 26, 2024. This trademark is owned by Guided Wealth Management, LLC. The GUIDED WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial advice and consultancy services; Financial advisory and consultancy services, namely, providing advice in the areas of life insurance, disability insurance, and long-term care insurance; Financial advisory and consultancy services, namely, financial risk management advisory services; Financial planning for retirement; Financial information and advisory services; Financial planning and investment advisory services; Investment advisory services
General Information
| Serial Number | 97813243 |
| Word Mark | GUIDED WEALTH MANAGEMENT |
| Filing Date | Monday, February 27, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 26, 2024 |
| Registration Number | 7337006 |
| Registration Date | Tuesday, March 26, 2024 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 9, 2024 |
Trademark Statements
| Description of Mark | The mark consists of the words "GUIDED WEALTH" appearing in charcoal in all capital letters and stylized font on one line, with the word "MANAGEMENT" appearing directly underneath in burnt orange in all capital letters and smaller stylized font. To the left of the words is a filled-in circle in charcoal containing three lines. The lines start at the bottom half of the circle and converge toward each other toward the top of the circle. The two outer lines are in burnt orange and the middle line is in silver. All instances of the color white represent background and/or transparent areas and is not a feature of the mark. |
| Goods and Services | Estate planning; Financial advice and consultancy services; Financial advisory and consultancy services, namely, providing advice in the areas of life insurance, disability insurance, and long-term care insurance; Financial advisory and consultancy services, namely, financial risk management advisory services; Financial planning for retirement; Financial information and advisory services; Financial planning and investment advisory services; Investment advisory services |
| Indication of Colors claimed | The color(s) charcoal, burnt orange and silver is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
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 | Friday, March 17, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 8, 2008 |
| First Use In Commerce Date | Monday, September 8, 2008 |
Trademark Owner History
| Party Name | Guided Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | West Chester, PA 19380 |
| Party Name | Guided Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | West Chester, PA 19380 |
| Party Name | Guided Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | West Chester, PA 19380 |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 26, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, March 26, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 9, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 9, 2024 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 20, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 5, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, November 28, 2023 | ASSIGNED TO EXAMINER |
| Saturday, March 18, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, March 17, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 2, 2023 | NEW APPLICATION ENTERED |
