NEXTGEN PRIVATE WEALTH Trademark

Trademark Overview


On Thursday, May 30, 2019, a trademark application was filed for NEXTGEN PRIVATE WEALTH with the United States Patent and Trademark Office. The USPTO has given the NEXTGEN PRIVATE WEALTH trademark a serial number of 88452266. The federal status of this trademark filing is REGISTERED as of Tuesday, June 9, 2020. This trademark is owned by NextGen Private Wealth LLC. The NEXTGEN PRIVATE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services, namely, insurance, estate planning and transfer of wealth for high net worth individuals focusing on private placements in real estate, private equity and hedge funds; Financial advisory and consultancy services, namely, providing portfolio solutions to other financial firms
nextgen private wealth

General Information


Serial Number88452266
Word MarkNEXTGEN PRIVATE WEALTH
Filing DateThursday, May 30, 2019
Status700 - REGISTERED
Status DateTuesday, June 9, 2020
Registration Number6076352
Registration DateTuesday, June 9, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 8, 2019

Trademark Statements


Disclaimer with Predetermined Text"PRIVATE WEALTH"
Goods and ServicesFinancial advisory and consultancy services, namely, insurance, estate planning and transfer of wealth for high net worth individuals focusing on private placements in real estate, private equity and hedge funds; Financial advisory and consultancy services, namely, providing portfolio solutions to other financial firms
Pseudo MarkNEXT GEN PRIVATE WEALTH

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 13, 2019
Primary Code036
First Use Anywhere DateSaturday, July 20, 2019
First Use In Commerce DateSaturday, February 1, 2020

Trademark Owner History


Party NameNextGen Private Wealth LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressHelena, MT 59601

Party NameNextGen Private Wealth LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressHelena, MT 59601

Party NameNextGen Private Wealth LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHelena, MT 59601

Trademark Events


Event DateEvent Description
Tuesday, June 9, 2020REGISTERED-PRINCIPAL REGISTER
Tuesday, May 5, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, May 4, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, May 1, 2020STATEMENT OF USE PROCESSING COMPLETE
Wednesday, April 15, 2020USE AMENDMENT FILED
Friday, May 1, 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, April 15, 2020TEAS STATEMENT OF USE RECEIVED
Tuesday, December 3, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, October 8, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 8, 2019PUBLISHED FOR OPPOSITION
Wednesday, September 18, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, September 2, 2019ASSIGNED TO LIE
Friday, August 23, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, August 23, 2019EXAMINER'S AMENDMENT ENTERED
Friday, August 23, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, August 23, 2019EXAMINERS AMENDMENT E-MAILED
Friday, August 23, 2019EXAMINERS AMENDMENT -WRITTEN
Wednesday, August 21, 2019ASSIGNED TO EXAMINER
Thursday, June 13, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, June 3, 2019NEW APPLICATION ENTERED IN TRAM