LSIA WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, November 3, 2023, a trademark application was filed for LSIA WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the LSIA WEALTH MANAGEMENT trademark a serial number of 98253812. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, June 18, 2024. This trademark is owned by LS Investment Advisors, LLC. The LSIA WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
financial planning; financial planning for retirement; financial planning and investment advisory services; financial services, namely, wealth management services; financial planning services, namely, developing and managing a financial plan and investment strategy on behalf of wealthy individuals or families; estate planning guidance; insurance planning guidance; tax planning guidance
General Information
| Serial Number | 98253812 |
| Word Mark | LSIA WEALTH MANAGEMENT |
| Filing Date | Friday, November 3, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, June 18, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of the letters LSIA in stylized font to the right of a square with a curved line running through the square from the lower left to upper right corner of the square all above the words WEALTH MANAGEMENT. |
| Goods and Services | financial planning; financial planning for retirement; financial planning and investment advisory services; financial services, namely, wealth management services; financial planning services, namely, developing and managing a financial plan and investment strategy on behalf of wealthy individuals or families; estate planning guidance; insurance planning guidance; tax planning guidance |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
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 | Tuesday, November 21, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | LS Investment Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bloomfield Hills, MI 48034 |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 7, 2023 | NEW APPLICATION ENTERED |
| Wednesday, November 22, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, June 13, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, June 18, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 18, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, June 18, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, September 17, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, September 17, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Tuesday, November 21, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
