INTERGY PRIVATE WEALTH Trademark

Trademark Overview


On Monday, October 11, 2021, a trademark application was filed for INTERGY PRIVATE WEALTH with the United States Patent and Trademark Office. The USPTO has given the INTERGY PRIVATE WEALTH trademark a serial number of 97069175. The federal status of this trademark filing is REGISTERED as of Tuesday, June 13, 2023. This trademark is owned by Intergy Private Wealth, LLC. The INTERGY PRIVATE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administrat...
intergy private wealth

General Information


Serial Number97069175
Word MarkINTERGY PRIVATE WEALTH
Filing DateMonday, October 11, 2021
Status700 - REGISTERED
Status DateTuesday, June 13, 2023
Registration Number7078159
Registration DateTuesday, June 13, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 28, 2023

Trademark Statements


Goods and ServicesFinancial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities investing; investment advisory services, namely, Registered Investment Advisor (RIA) services
Disclaimer with Predetermined Text"PRIVATE WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 2, 2021
Primary Code036
First Use Anywhere DateFriday, October 1, 2021
First Use In Commerce DateFriday, October 1, 2021

Trademark Owner History


Party NameIntergy Private Wealth, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressColorado Springs, CO 80903

Party NameIntergy Private Wealth, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressColorado Springs, CO 80903

Party NameIntergy Private Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressColorado Springs, CO 80903

Trademark Events


Event DateEvent Description
Tuesday, June 13, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, June 13, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, March 28, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 28, 2023PUBLISHED FOR OPPOSITION
Wednesday, March 8, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, February 17, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 25, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 24, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, January 24, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, July 25, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 25, 2022NON-FINAL ACTION E-MAILED
Monday, July 25, 2022NON-FINAL ACTION WRITTEN
Thursday, July 14, 2022ASSIGNED TO EXAMINER
Tuesday, November 2, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 14, 2021NEW APPLICATION ENTERED