| Serial Number | 98091958 |
| Word Mark | HERMOSA WEALTH MANAGEMENT |
| Filing Date | Wednesday, July 19, 2023 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, April 30, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 30, 2024 |
| Goods and Services | Advice relating to investments; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Investment advice; Investment advisory services; Investment management; Management of portfolios comprising securities; Management of securities portfolios; Financial asset management; Financial portfolio management; Financial advisory and consultancy services, namely, wealth management, investment management, and financial planning.; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, financial goal analysis, cash flow analysis, retirement planning, risk management, investment 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; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
| NOT AVAILABLE | WEALTH MANAGEMENT |
| 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, August 17, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, November 25, 2020 |
| First Use In Commerce Date | Wednesday, November 25, 2020 |
| Party Name | Hermosa Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Hermosa Beach, US 90254 |
| Party Name | Hermosa Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Hermosa Beach, US 90254 |
| Event Date | Event Description |
| Thursday, August 17, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 25, 2024 | ASSIGNED TO EXAMINER |
| Monday, March 25, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, March 25, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, March 25, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 26, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 26, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 27, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 10, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 30, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 30, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Saturday, July 22, 2023 | NEW APPLICATION ENTERED |
| Tuesday, March 26, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |