MORAN WEALTH MANAGEMENT Trademark

Trademark Overview


On Sunday, December 3, 2023, 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 98296692. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Tuesday, July 2, 2024. This trademark is owned by Moran Wealth Management, LLC. The MORAN WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and investment advisory services; financial consulting; financial retirement planning; financial risk management planning; insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information
moran wealth management

General Information


Serial Number98296692
Word MarkMORAN WEALTH MANAGEMENT
Filing DateSunday, December 3, 2023
Status680 - APPROVED FOR PUBLICATION
Status DateTuesday, July 2, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of the word MORAN above the smaller words WEALTH MANAGEMENT, all to the right of two interlocking diamonds.
Section 2(f) Limitation StatementMORAN has become distinctive of the goods/services through the applicant's substantially exclusive and continuous use of the mark in commerce that the U.S. Congress may lawfully regulate for at least the five years immediately before the date of this statement. MORAN has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for sufficiently similar goods/services of active U.S. Registration No(s). 6690009
Goods and ServicesFinancial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and investment advisory services; financial consulting; financial retirement planning; financial risk management planning; insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLEWEATLH 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, December 3, 2023
Primary Code036
First Use Anywhere DateTuesday, October 24, 2023
First Use In Commerce DateTuesday, October 24, 2023

Trademark Owner History


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

Trademark Events


Event DateEvent Description
Monday, December 4, 2023NEW APPLICATION ENTERED
Thursday, February 29, 2024NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, February 29, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, June 7, 2024ASSIGNED TO EXAMINER
Wednesday, June 12, 2024NON-FINAL ACTION E-MAILED
Wednesday, June 12, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 12, 2024NON-FINAL ACTION WRITTEN
Thursday, June 20, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 20, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, June 20, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 2, 2024APPROVED FOR PUB - PRINCIPAL REGISTER