INTEGRA PRIVATE WEALTH Trademark
Trademark Overview
On Tuesday, January 2, 2024, a trademark application was filed for INTEGRA PRIVATE WEALTH with the United States Patent and Trademark Office. The USPTO has given the INTEGRA PRIVATE WEALTH trademark a serial number of 98338600. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Saturday, August 3, 2024. The INTEGRA PRIVATE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial management in the field of wealth advisory; Financial management of employee pension plans; Financial retirement plan consulting services; Financial services, namely, mortgage planning; Financial trust planning; Financial services, namely, wealth management services
General Information
| Serial Number | 98338600 |
| Word Mark | INTEGRA PRIVATE WEALTH |
| Filing Date | Tuesday, January 2, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Saturday, August 3, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial management in the field of wealth advisory; Financial management of employee pension plans; Financial retirement plan consulting services; Financial services, namely, mortgage planning; Financial trust planning; Financial services, namely, wealth management services |
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, February 2, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Old Greenwich, CT 06870 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Greenwich, CT 06831 |
Trademark Events
| Event Date | Event Description |
| Friday, January 5, 2024 | NEW APPLICATION ENTERED |
| Friday, February 2, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 30, 2024 | ASSIGNED TO EXAMINER |
| Saturday, August 3, 2024 | NON-FINAL ACTION WRITTEN |
| Saturday, August 3, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, August 3, 2024 | NON-FINAL ACTION E-MAILED |
