| Serial Number | 98846982 |
| Word Mark | GUIDING YOU TO YOUR FINANCIAL SUMMIT |
| Filing Date | Monday, November 11, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, November 11, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of A triangular outlined ascending image with ascending arrow shapes inside the main ascending triangular shape. Below the triangular shape are the words Ascension Wealth (blue 1924B2) Management (in gray 808080) and in smaller type below, Guiding You To Your Financial Summit (in gray).. |
| Goods and Services | Financial services in the nature of an investment security; Financial services in the nature of precious metals trading; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, gold trading; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, Wealth Management for Retirees; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Broker-dealer financial services in the field of Wealth Management; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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; Providing financial advisory services; Providing financial assessment services to Individuals and Retirees; Strategic financial advisory services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 | Monday, November 11, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 3, 2024 |
| First Use In Commerce Date | Tuesday, September 3, 2024 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Syracuse, NY 13204 |
| Event Date | Event Description |
| Monday, November 11, 2024 | NEW APPLICATION ENTERED |