OLEY CONCIERGE WEALTH Trademark
Trademark Overview
On Tuesday, October 17, 2017, a trademark application was filed for OLEY CONCIERGE WEALTH with the United States Patent and Trademark Office. The USPTO has given the OLEY CONCIERGE WEALTH trademark a serial number of 87648067. The federal status of this trademark filing is REGISTERED as of Tuesday, April 3, 2018. This trademark is owned by Oley Concierge Wealth, LLC. The OLEY CONCIERGE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services; financial consulting; financial planning and investment advisory services; financial retirement planning; financial risk management planning; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; insurance brokerage in the field of insurance, namely, life, long-term care, and annuities; providing stock and securities market information; security brokerage
General Information
| Serial Number | 87648067 |
| Word Mark | OLEY CONCIERGE WEALTH |
| Filing Date | Tuesday, October 17, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 3, 2018 |
| Registration Number | 5440217 |
| Registration Date | Tuesday, April 3, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial services, namely, wealth management services; financial consulting; financial planning and investment advisory services; financial retirement planning; financial risk management planning; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; insurance brokerage in the field of insurance, namely, life, long-term care, and annuities; providing stock and securities market information; security brokerage |
| Disclaimer with Predetermined Text | "WEALTH" |
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 | Thursday, October 26, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, October 6, 2017 |
| First Use In Commerce Date | Friday, October 6, 2017 |
Trademark Owner History
| Party Name | Oley Concierge Wealth, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Naples, FL 34102 |
| Party Name | Oley Concierge Wealth, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Naples, FL 34102 |
Trademark Events
| Event Date | Event Description |
| Monday, April 3, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, April 3, 2018 | REGISTERED-SUPPLEMENTAL REGISTER |
| Monday, February 26, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, February 19, 2018 | ASSIGNED TO LIE |
| Thursday, February 8, 2018 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Wednesday, February 7, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 6, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 6, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 26, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, January 26, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, January 26, 2018 | NON-FINAL ACTION WRITTEN |
| Friday, January 26, 2018 | ASSIGNED TO EXAMINER |
| Thursday, October 26, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 20, 2017 | NEW APPLICATION ENTERED |
