| Serial Number | 98296692 |
| Word Mark | MORAN WEALTH MANAGEMENT |
| Filing Date | Sunday, December 3, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 22, 2024 |
| Registration Number | 7544575 |
| Registration Date | Tuesday, October 22, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 6, 2024 |
| Description of Mark | The mark consists of the word MORAN above the smaller words WEALTH MANAGEMENT, all to the right of two interlocking diamonds. |
| Section 2(f) Limitation Statement | As to "MORAN" |
| Goods and Services | 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | WEATLH 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, December 3, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 24, 2023 |
| First Use In Commerce Date | Tuesday, October 24, 2023 |
| 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, February 29, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, December 4, 2023 | NEW APPLICATION ENTERED |
| Thursday, February 29, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 7, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, June 12, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 12, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 20, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 20, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 12, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, June 20, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 2, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 17, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 6, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 6, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 22, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 22, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |