MONARCH INVESTMENT ADVISORS HELPING YOU BUILD AND PROTECT YOUR WEALTH Trademark
Trademark Overview
On Tuesday, December 26, 2023, a trademark application was filed for MONARCH INVESTMENT ADVISORS HELPING YOU BUILD AND PROTECT YOUR WEALTH with the United States Patent and Trademark Office. The USPTO has given the MONARCH INVESTMENT ADVISORS HELPING YOU BUILD AND PROTECT YOUR WEALTH trademark a serial number of 98330949. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Saturday, October 26, 2024. This trademark is owned by Monarch Investment Advisors, LLC. The MONARCH INVESTMENT ADVISORS HELPING YOU BUILD AND PROTECT YOUR WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, investment management; insurance planningfor life insurance, disability insurance, long-term care, health insurance, namely, medicare and retirement plan fiduciary servicesin the nature of insurance consultancy; Financial retirement plan consulting services; Insurance consulting in the field of life and health insurance; Financial information; Providing information in the field of financial planning; Providing information in the field of wealth management; Providing financial information; Providing insurance information
General Information
| Serial Number | 98330949 |
| Word Mark | MONARCH INVESTMENT ADVISORS HELPING YOU BUILD AND PROTECT YOUR WEALTH |
| Filing Date | Tuesday, December 26, 2023 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Saturday, October 26, 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 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, investment management; insurance planningfor life insurance, disability insurance, long-term care, health insurance, namely, medicare and retirement plan fiduciary servicesin the nature of insurance consultancy; Financial retirement plan consulting services; Insurance consulting in the field of life and health insurance; Financial information; Providing information in the field of financial planning; Providing information in the field of wealth management; Providing financial information; Providing insurance information. |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, investment management; insurance planningfor life insurance, disability insurance, long-term care, health insurance, namely, medicare and retirement plan fiduciary servicesin the nature of insurance consultancy; Financial retirement plan consulting services; Insurance consulting in the field of life and health insurance; Financial information; Providing information in the field of financial planning; Providing information in the field of wealth management; Providing financial information; Providing insurance information |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | INVESTMENT ADVISORS |
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, December 26, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 8, 2021 |
| First Use In Commerce Date | Monday, March 8, 2021 |
Trademark Owner History
| Party Name | Monarch Investment Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | West Roxbury, MA 02132 |
Trademark Events
| Event Date | Event Description |
| Tuesday, December 26, 2023 | NEW APPLICATION ENTERED |
| Monday, April 8, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, April 8, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 25, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 25, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, July 25, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 25, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, July 25, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, July 25, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, July 25, 2024 | ASSIGNED TO EXAMINER |
| Friday, October 25, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 25, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, October 26, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
