NICHOLAS WEALTH MANAGEMENT Trademark

Trademark Overview


On Thursday, April 6, 2023, a trademark application was filed for NICHOLAS WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the NICHOLAS WEALTH MANAGEMENT trademark a serial number of 97875564. The federal status of this trademark filing is REGISTERED as of Tuesday, April 30, 2024. This trademark is owned by BluePath Capital LLC. The NICHOLAS WEALTH MANAGEMENT trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Educational services, namely, providing workshops, seminars, webinars and classes in the fields of wealth management, financial planning, retirement, income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning and distribution of educational materials in connection therewith

Downloadable publications, namely, newsletters, checklists, workbooks, reference guides, and reports in the fields of wealth management, financial planning, retirement, income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning

Wealth management services; investment management services; investment consultation services; financial planning services; financial administration of investment accounts; financial planning services in the field of income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning
nicholas wealth management

General Information


Serial Number97875564
Word MarkNICHOLAS WEALTH MANAGEMENT
Filing DateThursday, April 6, 2023
Status700 - REGISTERED
Status DateTuesday, April 30, 2024
Registration Number7372281
Registration DateTuesday, April 30, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 13, 2024

Trademark Statements


Goods and ServicesEducational services, namely, providing workshops, seminars, webinars and classes in the fields of wealth management, financial planning, retirement, income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning and distribution of educational materials in connection therewith
Goods and ServicesDownloadable publications, namely, newsletters, checklists, workbooks, reference guides, and reports in the fields of wealth management, financial planning, retirement, income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning
Goods and ServicesWealth management services; investment management services; investment consultation services; financial planning services; financial administration of investment accounts; financial planning services in the field of income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateMonday, May 1, 2023
Primary Code009
First Use Anywhere DateTuesday, January 31, 2012
First Use In Commerce DateTuesday, January 31, 2012

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 1, 2023
Primary Code036
First Use Anywhere DateTuesday, January 31, 2012
First Use In Commerce DateTuesday, January 31, 2012

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, May 1, 2023
Primary Code041
First Use Anywhere DateTuesday, January 31, 2012
First Use In Commerce DateTuesday, January 31, 2012

Trademark Owner History


Party NameNICHOLAS WEALTH, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressMARIETTA, GA 30060

Party NameBluePath Capital LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMarietta, GA 30060

Party NameBluePath Capital LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMarietta, GA 30060

Party NameBluePath Capital LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMarietta, GA 30060

Trademark Events


Event DateEvent Description
Monday, April 10, 2023NEW APPLICATION ENTERED
Monday, May 1, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, January 3, 2024ASSIGNED TO EXAMINER
Sunday, January 7, 2024EXAMINERS AMENDMENT -WRITTEN
Sunday, January 7, 2024EXAMINERS AMENDMENT E-MAILED
Sunday, January 7, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sunday, January 7, 2024EXAMINER'S AMENDMENT ENTERED
Sunday, January 7, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 24, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 13, 2024PUBLISHED FOR OPPOSITION
Tuesday, February 13, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 30, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, April 30, 2024REGISTERED-PRINCIPAL REGISTER
Wednesday, December 25, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP