JWC WEALTH MANAGEMENT Trademark
Trademark Overview
On Thursday, August 24, 2023, a trademark application was filed for JWC WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the JWC WEALTH MANAGEMENT trademark a serial number of 98147917. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, July 9, 2024. This trademark is owned by J.W. COLE FINANCIAL, INC.. The JWC WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Capital investment services; Consultancy of capital investment; Financial investment brokerage; Financial portfolio management; Financial administration of retirement plans; Financial advice relating to income tax; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services
General Information
| Serial Number | 98147917 |
| Word Mark | JWC WEALTH MANAGEMENT |
| Filing Date | Thursday, August 24, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, July 9, 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, May 14, 2024 |
Trademark Statements
| Goods and Services | Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Capital investment services; Consultancy of capital investment; Financial investment brokerage; Financial portfolio management; Financial administration of retirement plans; Financial advice relating to income tax; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
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 | Sunday, September 24, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | J.W. COLE FINANCIAL, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Tampa, FL 33634 |
| Party Name | J.W. COLE FINANCIAL, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Tampa, FL 33634 |
Trademark Events
| Event Date | Event Description |
| Thursday, March 21, 2024 | ASSIGNED TO EXAMINER |
| Monday, August 28, 2023 | NEW APPLICATION ENTERED |
| Sunday, September 24, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 5, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, April 5, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, April 5, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, April 5, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, April 5, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 24, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 14, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 14, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 9, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
