MCALVANY WEALTH MANAGEMENT Trademark

Trademark Overview


On Wednesday, February 19, 2025, a trademark application was filed for MCALVANY WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the MCALVANY WEALTH MANAGEMENT trademark a serial number of 99047646. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Monday, October 6, 2025. This trademark is owned by McAlvany Precious Metals LLC. The MCALVANY WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial investment advice, financial investment management, financial investment consultation and financial investment of funds for others, namely, private and public equity and debt financial investment services; financial advisory and consultancy services, namely, providing investment advisory and consulting services in the areas of precious metals, retirement planning, and public and private equity and debt markets; strategic financial guidance and asset allocation strategies, namely, financial wealth management services designed to help clients optimize their portfolios and achieve long-term financial security; and financial investment analysis, financial risk assessment services, financial portfolio management, and financial retirement income planning
mcalvany wealth management

General Information


Serial Number99047646
Word MarkMCALVANY WEALTH MANAGEMENT
Filing DateWednesday, February 19, 2025
Status680 - APPROVED FOR PUBLICATION
Status DateMonday, October 6, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services, namely, financial investment advice, financial investment management, financial investment consultation and financial investment of funds for others, namely, private and public equity and debt financial investment services; financial advisory and consultancy services, namely, providing investment advisory and consulting services in the areas of precious metals, retirement planning, and public and private equity and debt markets; strategic financial guidance and asset allocation strategies, namely, financial wealth management services designed to help clients optimize their portfolios and achieve long-term financial security; and financial investment analysis, financial risk assessment services, financial portfolio management, and financial retirement income planning
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 DateWednesday, February 19, 2025
Primary Code036
First Use Anywhere DateWednesday, December 21, 2022
First Use In Commerce DateWednesday, December 21, 2022

Trademark Owner History


Party NameMcAlvany Precious Metals LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDurango, CO 81303

Trademark Events


Event DateEvent Description
Wednesday, February 19, 2025NEW APPLICATION ENTERED
Wednesday, February 19, 2025APPLICATION FILING RECEIPT MAILED
Thursday, July 31, 2025NON-FINAL ACTION WRITTEN
Wednesday, July 16, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, July 24, 2025ASSIGNED TO EXAMINER
Thursday, July 31, 2025NON-FINAL ACTION E-MAILED
Thursday, July 31, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, October 2, 2025EXAMINERS AMENDMENT -WRITTEN
Thursday, October 2, 2025EXAMINERS AMENDMENT E-MAILED
Thursday, October 2, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, October 3, 2025ASSIGNED TO LIE
Friday, October 3, 2025EXAMINER'S AMENDMENT ENTERED
Monday, October 6, 2025APPROVED FOR PUB - PRINCIPAL REGISTER