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 REVIVED - AWAITING FURTHER ACTION as of Wednesday, April 9, 2025. 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
jwc wealth management

General Information


Serial Number98147917
Word MarkJWC WEALTH MANAGEMENT
Filing DateThursday, August 24, 2023
Status616 - REVIVED - AWAITING FURTHER ACTION
Status DateWednesday, April 9, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 14, 2024

Trademark Statements


Goods and ServicesEstate 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 Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, September 24, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameJ.W. COLE FINANCIAL, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressTampa, FL 33634

Party NameJ.W. COLE FINANCIAL, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressTampa, FL 33634

Trademark Events


Event DateEvent Description
Sunday, September 24, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 28, 2023NEW APPLICATION ENTERED
Thursday, March 21, 2024ASSIGNED TO EXAMINER
Friday, April 5, 2024EXAMINER'S AMENDMENT ENTERED
Friday, April 5, 2024EXAMINERS AMENDMENT -WRITTEN
Friday, April 5, 2024EXAMINERS AMENDMENT E-MAILED
Friday, April 5, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, July 9, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, April 5, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 24, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 14, 2024PUBLISHED FOR OPPOSITION
Tuesday, May 14, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, February 10, 2025ABANDONMENT - NO USE STATEMENT FILED
Monday, February 10, 2025ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Friday, April 4, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, April 4, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, April 4, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, April 9, 2025TEAS PETITION TO REVIVE RECEIVED
Wednesday, April 9, 2025NOTICE OF REVIVAL - E-MAILED
Wednesday, April 9, 2025PETITION TO REVIVE-GRANTED
Wednesday, April 9, 2025TEAS STATEMENT OF USE RECEIVED
Wednesday, April 9, 2025SOU EXTENSION RECEIVED WITH TEAS PETITION