MONTEREY PRIVATE WEALTH Trademark

Trademark Overview


On Thursday, August 23, 2012, a trademark application was filed for MONTEREY PRIVATE WEALTH with the United States Patent and Trademark Office. The USPTO has given the MONTEREY PRIVATE WEALTH trademark a serial number of 85711176. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, September 7, 2022. This trademark is owned by Monterey Private Wealth, Inc.. The MONTEREY PRIVATE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial planning and investment advisory; investment management services
monterey private wealth

General Information


Serial Number85711176
Word MarkMONTEREY PRIVATE WEALTH
Filing DateThursday, August 23, 2012
Status800 - REGISTERED AND RENEWED
Status DateWednesday, September 7, 2022
Registration Number4293733
Registration DateTuesday, February 19, 2013
Mark Drawing4000 - 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 planning and investment advisory; investment management services
Disclaimer with Predetermined Text"PRIVATE WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 6, 2012
Primary Code036
First Use Anywhere DateThursday, September 1, 2011
First Use In Commerce DateThursday, September 1, 2011

Trademark Owner History


Party NameMonterey Private Wealth, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMonterey, CA 93940

Party NameMonterey Private Wealth, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMonterey, CA 93940

Trademark Events


Event DateEvent Description
Wednesday, September 7, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, September 7, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, September 7, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, September 7, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, March 15, 2022TEAS SECTION 8 & 9 RECEIVED
Saturday, February 19, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, March 13, 2018NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, March 13, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, March 13, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, February 20, 2018TEAS SECTION 8 RECEIVED
Tuesday, February 20, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 19, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, February 19, 2013REGISTERED-SUPPLEMENTAL REGISTER
Monday, January 14, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, January 12, 2013ASSIGNED TO LIE
Wednesday, December 26, 2012APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, December 26, 2012EXAMINER'S AMENDMENT ENTERED
Wednesday, December 26, 2012NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, December 26, 2012EXAMINERS AMENDMENT E-MAILED
Wednesday, December 26, 2012EXAMINERS AMENDMENT -WRITTEN
Monday, December 17, 2012ASSIGNED TO EXAMINER
Thursday, September 6, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, August 27, 2012NEW APPLICATION ENTERED IN TRAM