M MONARCH WEALTH STRATEGIES Trademark
Trademark Overview
On Friday, December 8, 2023, a trademark application was filed for M MONARCH WEALTH STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the M MONARCH WEALTH STRATEGIES trademark a serial number of 98305357. The federal status of this trademark filing is REQUEST FOR EXTENSION OF TIME TO FILE OPPOSITION as of Friday, January 10, 2025. This trademark is owned by Monarch Wealth Strategies. The M MONARCH WEALTH STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial advice relating to tax; Financial asset management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment management
General Information
| Serial Number | 98305357 |
| Word Mark | M MONARCH WEALTH STRATEGIES |
| Filing Date | Friday, December 8, 2023 |
| Status | 802 - REQUEST FOR EXTENSION OF TIME TO FILE OPPOSITION |
| Status Date | Friday, January 10, 2025 |
| 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 | Tuesday, December 17, 2024 |
Trademark Statements
| Description of Mark | The mark consists of a stylized letter "M" in the middle of a design of laurel leaves with a crown on top, with the stylized wording "MONARCH" above the stylized wording "WEALTH STRATEGIES" to the right. |
| Goods and Services | Estate planning; Financial advice relating to tax; Financial asset management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment management |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH STRATEGIES" |
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 | Friday, December 8, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 20, 2008 |
| First Use In Commerce Date | Monday, October 20, 2008 |
Trademark Owner History
| Party Name | Monarch Wealth Strategies |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Santa Barbara, CA 93101 |
| Party Name | Monarch Wealth Strategies |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Santa Barbara, CA 93101 |
Trademark Events
| Event Date | Event Description |
| Friday, December 8, 2023 | NEW APPLICATION ENTERED |
| Thursday, March 7, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 26, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, July 9, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, August 7, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, August 7, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, August 7, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, October 28, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, October 28, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 28, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, November 22, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 11, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 17, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 17, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, January 10, 2025 | EXTENSION OF TIME TO OPPOSE RECEIVED |
