| Serial Number | 98092114 |
| Word Mark | HWM HERMOSA WEALTH MANAGEMENT |
| Filing Date | Wednesday, July 19, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 16, 2024 |
| Registration Number | 7449039 |
| Registration Date | Tuesday, July 16, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 30, 2024 |
| Description of Mark | The mark consists of the acronym "HWM" in a stylized font appearing inside a rectangle on the left side of the mark. To the right of the rectangle appears the word "HERMOSA" in all capitals, with the wording "WEALTH MANAGEMENT" appearing in smaller font below the word "HERMOSA". |
| 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Hermosa Beach, CA 90254 |
| Party Name | Hermosa Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Hermosa Beach, CA 90254 |
| Party Name | Hermosa Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Hermosa Beach, CA 90254 |
| Event Date | Event Description |
| Saturday, July 22, 2023 | NEW APPLICATION ENTERED |
| Thursday, August 17, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 18, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 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 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 26, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 27, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 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 |
| Tuesday, July 16, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 16, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 16, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |