| Serial Number | 99205569 |
| Word Mark | NEXT HORIZON WEALTH |
| Filing Date | Wednesday, May 28, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Thursday, January 15, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| NOT AVAILABLE | WEALTH |
| Goods and Services | Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services for individuals, families and small businesses; Providing information in the field of financial planning; Financial wealth management services for individual clients; Providing information in the field of wealth management; Investment advice relating to publicly traded securities, mutual funds, and insurance-based investment products, excluding private equity fund investment services, management of private equity funds, venture capital services, hedge fund services, and pooled investment fund management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products |
| Description of Mark | The mark consists of a partial gold sun with rays over four blue horizontal lines descending in length, all to the left of the words "NEXT HORIZON WEALTH" in blue letters. The color white shown in the mark is background only and is not claimed as a feature of the mark. |
| Indication of Colors claimed | The color(s) Gold, Blue is/are claimed as a feature of the mark. |
| 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 | Wednesday, May 28, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | J&R Operations LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | East Meadow, NY 11554 |
| Event Date | Event Description |
| Wednesday, May 28, 2025 | NEW APPLICATION ENTERED |
| Wednesday, May 28, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, October 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, October 5, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, October 15, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, October 15, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, October 15, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, October 15, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, January 15, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, January 15, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, January 15, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |