LIBERTY WEALTH ADVISORS Trademark
Trademark Overview
On Monday, March 8, 2021, a trademark application was filed for LIBERTY WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the LIBERTY WEALTH ADVISORS trademark a serial number of 90564953. The federal status of this trademark filing is REGISTERED as of Tuesday, January 25, 2022. This trademark is owned by Liberty Wealth Advisors, LLC. The LIBERTY WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Investment management
General Information
| Serial Number | 90564953 |
| Word Mark | LIBERTY WEALTH ADVISORS |
| Filing Date | Monday, March 8, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 25, 2022 |
| Registration Number | 6627781 |
| Registration Date | Tuesday, January 25, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 9, 2021 |
Trademark Statements
| Disclaimer with Predetermined Text | "WEALTH ADVISORS" |
| Goods and Services | Estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Investment 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, June 6, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, September 1, 2012 |
| First Use In Commerce Date | Saturday, September 1, 2012 |
Trademark Owner History
| Party Name | Liberty Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Stamford, CT 06901 |
| Party Name | Liberty Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Stamford, CT 06901 |
| Party Name | Liberty Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Stamford, CT 06901 |
Trademark Events
| Event Date | Event Description |
| Tuesday, January 25, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 9, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 9, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 20, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, October 1, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, October 1, 2021 | EXAMINER'S AMENDMENT ENTERED |
| Friday, October 1, 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, October 1, 2021 | EXAMINERS AMENDMENT E-MAILED |
| Friday, October 1, 2021 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 29, 2021 | ASSIGNED TO EXAMINER |
| Sunday, June 6, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, March 11, 2021 | NEW APPLICATION ENTERED IN TRAM |
