MORAN WEALTH MANAGEMENT Trademark

Trademark Overview


On Monday, March 29, 2021, a trademark application was filed for MORAN WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the MORAN WEALTH MANAGEMENT trademark a serial number of 90609483. The federal status of this trademark filing is REGISTERED as of Tuesday, April 5, 2022. This trademark is owned by Moran Wealth Management, LLC. The MORAN WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Educational services, namely, providing online newsletters and conducting seminars and programs in the field of financial 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
moran wealth management

General Information


Serial Number90609483
Word MarkMORAN WEALTH MANAGEMENT
Filing DateMonday, March 29, 2021
Status700 - REGISTERED
Status DateTuesday, April 5, 2022
Registration Number6690009
Registration DateTuesday, April 5, 2022
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 18, 2022

Trademark Statements


Goods and ServicesEducational services, namely, providing online newsletters and conducting seminars and programs in the field of financial services
Section 2(f) Limitation Statementas to "MORAN"
Goods and ServicesFinancial 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"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, July 4, 2021
Primary Code036
First Use Anywhere DateSaturday, September 1, 2018
First Use In Commerce DateSaturday, September 1, 2018

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateSunday, July 4, 2021
Primary Code041
First Use Anywhere DateSaturday, September 1, 2018
First Use In Commerce DateSaturday, September 1, 2018

Trademark Owner History


Party NameMoran Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34108

Party NameMoran Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34108

Party NameMoran Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34108

Trademark Events


Event DateEvent Description
Thursday, April 1, 2021NEW APPLICATION ENTERED
Thursday, December 9, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, July 4, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, November 8, 2021ASSIGNED TO EXAMINER
Monday, November 8, 2021NON-FINAL ACTION E-MAILED
Monday, November 8, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, November 8, 2021NON-FINAL ACTION WRITTEN
Thursday, December 9, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 9, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 10, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 29, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 18, 2022PUBLISHED FOR OPPOSITION
Tuesday, January 18, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 1, 2022ASSIGNED TO EXAMINER
Tuesday, November 14, 2023TEAS SECTION 7 REQUEST RECEIVED
Tuesday, April 5, 2022REGISTERED-PRINCIPAL REGISTER
Monday, August 7, 2023TEAS VOLUNTARY AMENDMENT RECEIVED
Saturday, November 11, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, November 11, 2023POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED
Wednesday, June 26, 2024POST REGISTRATION ACTION MAILED - SEC. 7
Thursday, June 27, 2024TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, June 19, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL