MONOGRAPH Trademark

Trademark Overview


On Friday, September 8, 2017, a trademark application was filed for MONOGRAPH with the United States Patent and Trademark Office. The USPTO has given the MONOGRAPH trademark a serial number of 87601308. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, November 16, 2024. This trademark is owned by Monograph Wealth Advisors, LLC. The MONOGRAPH trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Investment advisory and wealth planning services, namely, investment product analysis and selection, financial asset allocation, financial portfolio management and trading, financial investment research, cash flow analysis and management, insurance policy reviews, estate reviews in the nature of financial portfolio reviews, financial retirement plan and healthcare and insurance benefits analysis and coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Aggregation and reporting of financial data

General Information


Serial Number87601308
Word MarkMONOGRAPH
Filing DateFriday, September 8, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, November 16, 2024
Registration Number5495987
Registration DateTuesday, June 19, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 3, 2018

Trademark Statements


Goods and ServicesInvestment advisory and wealth planning services, namely, investment product analysis and selection, financial asset allocation, financial portfolio management and trading, financial investment research, cash flow analysis and management, insurance policy reviews, estate reviews in the nature of financial portfolio reviews, financial retirement plan and healthcare and insurance benefits analysis and coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Goods and ServicesAggregation and reporting of financial data

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, December 18, 2017
Primary Code035
First Use Anywhere DateThursday, January 1, 2015
First Use In Commerce DateThursday, January 1, 2015

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 14, 2017
Primary Code036
First Use Anywhere DateThursday, January 1, 2015
First Use In Commerce DateThursday, January 1, 2015

Trademark Owner History


Party NameMonograph Wealth Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressEl Segundo, CA 90245

Party NameMonograph Wealth Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressEl Segundo, CA 90245

Party NameMonograph Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressEl Segundo, CA 90245

Trademark Events


Event DateEvent Description
Wednesday, December 13, 2017ASSIGNED TO EXAMINER
Tuesday, September 12, 2017NEW APPLICATION ENTERED
Thursday, September 14, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, December 18, 2017EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Monday, December 18, 2017NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, February 14, 2018TEAS VOLUNTARY AMENDMENT RECEIVED
Friday, February 23, 2018ASSIGNED TO LIE
Wednesday, February 28, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, December 18, 2017EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Monday, December 18, 2017COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Monday, February 12, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, February 12, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, February 13, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 14, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, October 4, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, October 4, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, October 4, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, October 4, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, February 28, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, March 1, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 3, 2018PUBLISHED FOR OPPOSITION
Tuesday, April 3, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 19, 2018REGISTERED-PRINCIPAL REGISTER
Monday, October 4, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, October 4, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, May 29, 2024TEAS SECTION 8 & 15 RECEIVED
Thursday, November 14, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, November 16, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, November 16, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, June 19, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED