NVEST WEALTH STRATEGIES Trademark

Trademark Overview


On Thursday, April 28, 2022, a trademark application was filed for NVEST WEALTH STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the NVEST WEALTH STRATEGIES trademark a serial number of 97385993. The federal status of this trademark filing is REGISTERED as of Tuesday, June 20, 2023. This trademark is owned by Nvest Wealth Strategies, Inc.. The NVEST WEALTH STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Investment management; Financial risk management
nvest wealth strategies

General Information


Serial Number97385993
Word MarkNVEST WEALTH STRATEGIES
Filing DateThursday, April 28, 2022
Status700 - REGISTERED
Status DateTuesday, June 20, 2023
Registration Number7084489
Registration DateTuesday, June 20, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 4, 2023

Trademark Statements


Goods and ServicesFinancial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Investment management; Financial risk management
Disclaimer with Predetermined Textwealth strategies

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 3, 2022
Primary Code036
First Use Anywhere DateWednesday, March 1, 2006
First Use In Commerce DateThursday, April 27, 2006

Trademark Owner History


Party NameNvest Wealth Strategies, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPowell, OH 43065

Party NameNvest Wealth Strategies, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPowell, OH 43065

Party NameNvest Wealth Strategies, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPowell, OH 43065

Trademark Events


Event DateEvent Description
Tuesday, June 20, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, June 20, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, April 4, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 4, 2023PUBLISHED FOR OPPOSITION
Wednesday, March 15, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, February 24, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, February 24, 2023EXAMINER'S AMENDMENT ENTERED
Friday, February 24, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, February 24, 2023EXAMINERS AMENDMENT E-MAILED
Friday, February 24, 2023EXAMINERS AMENDMENT -WRITTEN
Wednesday, February 22, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 22, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 22, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, February 21, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, February 21, 2023NON-FINAL ACTION E-MAILED
Tuesday, February 21, 2023NON-FINAL ACTION WRITTEN
Wednesday, February 15, 2023ASSIGNED TO EXAMINER
Tuesday, May 3, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, May 3, 2022NEW APPLICATION ENTERED