M WEALTH MANAGEMENT MEDALLION WEALTH MANAGEMENT WHERE TRUST IS EARNED Trademark

Trademark Overview


On Friday, May 3, 2013, a trademark application was filed for M WEALTH MANAGEMENT MEDALLION WEALTH MANAGEMENT WHERE TRUST IS EARNED with the United States Patent and Trademark Office. The USPTO has given the M WEALTH MANAGEMENT MEDALLION WEALTH MANAGEMENT WHERE TRUST IS EARNED trademark a serial number of 85922491. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, October 31, 2024. This trademark is owned by Medallion Wealth Management, Inc.. The M WEALTH MANAGEMENT MEDALLION WEALTH MANAGEMENT WHERE TRUST IS EARNED trademark is filed in the Insurance & Financial Services category with the following description:

MANAGEMENT OF INVESTMENTS FOR INDIVIDUALS, NAMELY, PENSION PLANS, PROFIT-SHARING PLANS AND EMPLOYER SPONSORED 401(k) AND 403(b) PLANS; MANAGEMENT OF INVESTMENTS FOR NOT-FOR-PROFIT ORGANIZATIONS; MANAGEMENT OF EMPLOYER SPONSORED 401(k) AND 403(b) PLANS
m wealth management medallion wealth management where trust is earned

General Information


Serial Number85922491
Word MarkM WEALTH MANAGEMENT MEDALLION WEALTH MANAGEMENT WHERE TRUST IS EARNED
Filing DateFriday, May 3, 2013
Status800 - REGISTERED AND RENEWED
Status DateThursday, October 31, 2024
Registration Number4581274
Registration DateTuesday, August 5, 2014
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 1, 2013

Trademark Statements


Description of MarkThe mark consists of a medallion containing scroll work in the outer ring, the words "Wealth Management" in the intermediate ring, and the letter "M" in the center, and the words "Medallion Wealth Management" and the words "Where Trust is Earned".
Goods and ServicesMANAGEMENT OF INVESTMENTS FOR INDIVIDUALS, NAMELY, PENSION PLANS, PROFIT-SHARING PLANS AND EMPLOYER SPONSORED 401(k) AND 403(b) PLANS; MANAGEMENT OF INVESTMENTS FOR NOT-FOR-PROFIT ORGANIZATIONS; MANAGEMENT OF EMPLOYER SPONSORED 401(k) AND 403(b) PLANS
Indication of Colors claimedColor is not claimed as a feature of the mark.
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 DateFriday, May 10, 2013
Primary Code036
First Use Anywhere DateSunday, March 31, 2013
First Use In Commerce DateSunday, March 31, 2013

Trademark Owner History


Party NameASSUREDPARTNERS OF PENNSYLVANIA, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressLAKE MARY, FL 32746

Party NameMedallion Wealth Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLake Mary, FL 32746

Party NameMedallion Wealth Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSewickley, PA 15143

Party NameMedallion Wealth Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSewickley, PA 15143

Trademark Events


Event DateEvent Description
Friday, May 10, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, May 11, 2013NOTICE OF DESIGN SEARCH CODE MAILED
Tuesday, May 7, 2013NEW APPLICATION ENTERED
Tuesday, October 1, 2013PUBLISHED FOR OPPOSITION
Tuesday, November 26, 2013NOA MAILED - SOU REQUIRED FROM APPLICANT
Thursday, August 22, 2013ASSIGNED TO EXAMINER
Thursday, August 22, 2013EXAMINERS AMENDMENT -WRITTEN
Thursday, August 22, 2013ASSIGNED TO LIE
Friday, August 23, 2013EXAMINER'S AMENDMENT MAILED
Friday, August 23, 2013EXAMINER'S AMENDMENT ENTERED
Monday, August 26, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 28, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 11, 2013NOTICE OF PUBLICATION
Tuesday, May 27, 2014USE AMENDMENT FILED
Monday, June 23, 2014STATEMENT OF USE PROCESSING COMPLETE
Tuesday, May 27, 2014TEAS STATEMENT OF USE RECEIVED
Monday, June 16, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, June 30, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, July 2, 2014LAW OFFICE REGISTRATION REVIEW COMPLETED
Thursday, July 3, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
Tuesday, August 5, 2014REGISTERED-PRINCIPAL REGISTER
Friday, January 29, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, June 1, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, January 3, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, June 22, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, June 22, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, January 3, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, January 3, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, January 3, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, January 3, 2022TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, January 3, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 22, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, January 12, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, August 5, 2024TEAS SECTION 8 & 9 RECEIVED
Thursday, October 31, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, October 31, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, October 31, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, October 31, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, May 23, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, September 22, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 22, 2022TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, September 22, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, August 5, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED