KOA WEALTH MANAGEMENT Trademark

Trademark Overview

On Friday, April 20, 2018, a trademark application was filed for KOA WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the KOA WEALTH MANAGEMENT trademark a serial number of 87885788. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, September 30, 2025. This trademark is owned by Koa Wealth Management, LLC. The KOA WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management
koa wealth management

General Information

Serial Number87885788
Word MarkKOA WEALTH MANAGEMENT
Filing DateFriday, April 20, 2018
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, September 30, 2025
Registration Number5759050
Registration DateTuesday, May 21, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 18, 2018

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management
Translation of Words in MarkThe English translation of "KOA" in the mark is "BRAVE".
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 DateMonday, April 30, 2018
Primary Code036
First Use Anywhere DateFriday, June 22, 2018
First Use In Commerce DateFriday, June 22, 2018

Trademark Owner History

Party NameKoa Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressEncinitas, CA 92024
Party NameKoa Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCarlsbad, CA 92009
Party NameKoa Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCamden, DE 19934

Trademark Events

Event DateEvent Description
Tuesday, April 24, 2018NEW APPLICATION ENTERED
Friday, August 10, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 18, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 13, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, March 7, 2019TEAS STATEMENT OF USE RECEIVED
Thursday, March 7, 2019USE AMENDMENT FILED
Monday, March 25, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, April 30, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 10, 2018ASSIGNED TO EXAMINER
Wednesday, August 29, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 18, 2018PUBLISHED FOR OPPOSITION
Monday, April 15, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, April 16, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, May 21, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, May 21, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, September 29, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 30, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, September 30, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, March 26, 2019STATEMENT OF USE PROCESSING COMPLETE
Monday, May 19, 2025TEAS SECTION 8 & 15 RECEIVED

Related Keywords

management wealth financial achieve independence asset strategies creation advisory consultancy services