| Serial Number | 99138216 |
| Word Mark | MEET THE PORTFOLIO MANAGER |
| Filing Date | Tuesday, April 15, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 17, 2026 |
| Registration Number | 8141414 |
| Registration Date | Tuesday, February 17, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 30, 2025 |
| Goods and Services | Financial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and investment advisory services; financial consulting; financial retirement planning; financial risk management planning; insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market 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, April 15, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 20, 2016 |
| First Use In Commerce Date | Sunday, March 20, 2016 |
| Party Name | Moran Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Naples, FL 34108 |
| Party Name | Moran Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Naples, FL 34108 |
| Party Name | Moran Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Naples, FL 34108 |
| Event Date | Event Description |
| Tuesday, April 15, 2025 | NEW APPLICATION ENTERED |
| Tuesday, April 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, April 15, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, September 10, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, December 2, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 24, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 30, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 30, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 17, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 17, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |