JADIM WEALTH Trademark

Trademark Overview


On Thursday, June 16, 2022, a trademark application was filed for JADIM WEALTH with the United States Patent and Trademark Office. The USPTO has given the JADIM WEALTH trademark a serial number of 97461209. The federal status of this trademark filing is REGISTERED as of Tuesday, October 3, 2023. This trademark is owned by JADIM WEALTH MANAGEMENT, LLC. The JADIM WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial management in the field of financial portfolio management, investment management, active investment management strategies, namely, investment management, passive investment management strategies, namely, investment management, non- discretionary investment management, namely, advisory services of supporting and advising on all aspects of direct hedge fund investing, ERISA 3(21) advisory services, namely, ERISA 3(21) fiduciary representative services for retirement plans, ERISA 3(38) manager services, namely, ERISA 3(38) fiduciary representative services for retirement plans; Financial planning, namely, providing financial assessment services to individuals and organizations, retirement planning, investment planning, namely, investment advice, education planning services, insurance planning, namely, insurance consultancy, business planning, namely, advising businesses and individuals on issues of portfolio planning and investment planning, tax planning, namely, financial advic...
jadim wealth

General Information


Serial Number97461209
Word MarkJADIM WEALTH
Filing DateThursday, June 16, 2022
Status700 - REGISTERED
Status DateTuesday, October 3, 2023
Registration Number7179884
Registration DateTuesday, October 3, 2023
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 18, 2023

Trademark Statements


Goods and ServicesFinancial management in the field of financial portfolio management, investment management, active investment management strategies, namely, investment management, passive investment management strategies, namely, investment management, non- discretionary investment management, namely, advisory services of supporting and advising on all aspects of direct hedge fund investing, ERISA 3(21) advisory services, namely, ERISA 3(21) fiduciary representative services for retirement plans, ERISA 3(38) manager services, namely, ERISA 3(38) fiduciary representative services for retirement plans; Financial planning, namely, providing financial assessment services to individuals and organizations, retirement planning, investment planning, namely, investment advice, education planning services, insurance planning, namely, insurance consultancy, business planning, namely, advising businesses and individuals on issues of portfolio planning and investment planning, tax planning, namely, financial advice relating to tax, estate planning, fiduciary services, namely, fiduciary representative services, non-fiduciary services, namely, investment advisory services; Financial planning and investment advisory services
NOT AVAILABLE"WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, June 12, 2023
Primary Code036
First Use Anywhere DateMonday, March 21, 2022
First Use In Commerce DateThursday, March 31, 2022

Trademark Owner History


Party NameJADIM WEALTH MANAGEMENT, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSanta Monica, CA 90401

Party NameJADIM WEALTH MANAGEMENT, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBeverly Hills, CA 90212

Party NameJADIM WEALTH MANAGEMENT, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBeverly Hills, CA 90212

Trademark Events


Event DateEvent Description
Monday, June 20, 2022NEW APPLICATION ENTERED
Thursday, June 30, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 28, 2023ASSIGNED TO EXAMINER
Monday, April 3, 2023NON-FINAL ACTION WRITTEN
Monday, April 3, 2023NON-FINAL ACTION E-MAILED
Monday, April 3, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, May 11, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 11, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 11, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 12, 2023EXAMINERS AMENDMENT -WRITTEN
Monday, June 12, 2023EXAMINERS AMENDMENT E-MAILED
Monday, June 12, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, June 12, 2023EXAMINER'S AMENDMENT ENTERED
Monday, June 12, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 28, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 18, 2023PUBLISHED FOR OPPOSITION
Tuesday, July 18, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 3, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, October 3, 2023REGISTERED-PRINCIPAL REGISTER
Thursday, July 11, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, July 11, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 11, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, July 11, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, July 11, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, November 14, 2024WITHDRAWAL OF ATTORNEY GRANTED
Thursday, November 14, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED