NAVIGATING WEALTH BEYOND INVESTMENTS Trademark
Trademark Overview
On Tuesday, January 3, 2023, a trademark application was filed for NAVIGATING WEALTH BEYOND INVESTMENTS with the United States Patent and Trademark Office. The USPTO has given the NAVIGATING WEALTH BEYOND INVESTMENTS trademark a serial number of 97739319. The federal status of this trademark filing is REGISTERED as of Tuesday, January 23, 2024. This trademark is owned by Sendero Wealth Management, LLC. The NAVIGATING WEALTH BEYOND INVESTMENTS trademark is filed in the Insurance & Financial Services category with the following description:
financial wealth management; investment management; financial asset management; financial consultation; financial risk management consultation; financial advisory and consulting services
General Information
| Serial Number | 97739319 |
| Word Mark | NAVIGATING WEALTH BEYOND INVESTMENTS |
| Filing Date | Tuesday, January 3, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 23, 2024 |
| Registration Number | 7285556 |
| Registration Date | Tuesday, January 23, 2024 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 7, 2023 |
Trademark Statements
| Goods and Services | financial wealth management; investment management; financial asset management; financial consultation; financial risk management consultation; financial advisory and consulting services |
Classification Information
| 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 | Friday, January 6, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, July 31, 2019 |
| First Use In Commerce Date | Wednesday, July 31, 2019 |
Trademark Owner History
| Party Name | Sendero Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78209 |
| Party Name | Sendero Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78209 |
| Party Name | Sendero Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78209 |
Trademark Events
| Event Date | Event Description |
| Tuesday, January 23, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, January 23, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 7, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 7, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 18, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, September 29, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 27, 2023 | ASSIGNED TO EXAMINER |
| Friday, January 6, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 6, 2023 | NEW APPLICATION ENTERED |
