| Serial Number | 88666847 |
| Word Mark | MONARCH WEALTH MANAGEMENT |
| Filing Date | Thursday, October 24, 2019 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, October 1, 2025 |
| Registration Number | 6063633 |
| Registration Date | Tuesday, May 26, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 10, 2020 |
| Description of Mark | The mark consists of a shield shape with a butterfly in the center and a crown centered above the shield, with the words "MONARCH WEALTH MANAGEMENT" to the right of the shield. |
| Goods and Services | Financial consulting services, namely, advising companies, business owners, and individuals on wealth management, asset management, retirement planning, risk management, education funding, investment planning, employee and executive benefits, and coordination with tax and legal advisors in tax management and estate planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| 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 | Wednesday, October 30, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, December 7, 2017 |
| First Use In Commerce Date | Thursday, December 7, 2017 |
| Party Name | Monarch Wealth Management, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Bee Cave, TX 78738 |
| Party Name | Monarch Wealth Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Bee Cave, TX 78738 |
| Party Name | Monarch Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Bee Cave, TX 78738 |
| Event Date | Event Description |
| Monday, May 26, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 27, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, October 28, 2019 | NEW APPLICATION ENTERED |
| Wednesday, October 30, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 31, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, January 30, 2020 | ASSIGNED TO EXAMINER |
| Monday, February 3, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 19, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 10, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 10, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 26, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, October 1, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, October 1, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, October 1, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |