| Serial Number | 90609483 |
| Word Mark | MORAN WEALTH MANAGEMENT |
| Filing Date | Monday, March 29, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 5, 2022 |
| Registration Number | 6690009 |
| Registration Date | Tuesday, April 5, 2022 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 18, 2022 |
| Goods and Services | Educational services, namely, providing online newsletters and conducting seminars and programs in the field of financial services |
| Amendment to a Registration/Renewal Certificate | In the statement, lines 7-11, "financialrisk management planning; financial services, namely, broker/dealer services onsecurities exchanges and over-the-counter markets; ;security brokerage" should be deleted. |
| Section 2(f) Limitation Statement | as to "MORAN" |
| Goods and Services | Financial services, namely, wealth management services, investment management, portfolio development and investment planning; financial planning and advisory services; financial consulting; financial retirement planning; [ financial risk management planning; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; ] insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information [ ; security brokerage ] |
| 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 | Sunday, July 4, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, September 1, 2018 |
| First Use In Commerce Date | Saturday, September 1, 2018 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, July 4, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, September 1, 2018 |
| First Use In Commerce Date | Saturday, September 1, 2018 |
| 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 |
| Thursday, April 1, 2021 | NEW APPLICATION ENTERED |
| Thursday, December 9, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, July 4, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, November 8, 2021 | ASSIGNED TO EXAMINER |
| Monday, November 8, 2021 | NON-FINAL ACTION E-MAILED |
| Monday, November 8, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 8, 2021 | NON-FINAL ACTION WRITTEN |
| Thursday, December 9, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, December 9, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, December 10, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 29, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 18, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 18, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 1, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, November 14, 2023 | TEAS SECTION 7 REQUEST RECEIVED |
| Tuesday, April 5, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Monday, August 7, 2023 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Saturday, November 11, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, November 11, 2023 | POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED |
| Wednesday, June 19, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, June 26, 2024 | POST REGISTRATION ACTION MAILED - SEC. 7 |
| Thursday, June 27, 2024 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Wednesday, July 10, 2024 | AMENDMENT UNDER SECTION 7 - PROCESSED |