| Serial Number | 97910674 |
| Word Mark | ORGEL WEALTH MANAGEMENT |
| Filing Date | Thursday, April 27, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 2, 2024 |
| Registration Number | 7432081 |
| Registration Date | Tuesday, July 2, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 16, 2024 |
| Goods and Services | Financial planning and investment advisory services; financial services, namely, wealth management, investment management, financial planning, and financial retirement plan consulting services; investment management services, namely, financial investment strategy, financial investment portfolio management, monitoring financial markets for investment purposes, and global investment research services; strategic advisory services, namely, estate planning assistance, trust investment services, financial risk management advice services, and insurance analysis in the nature of insurance consultancy; family wealth advisory services, namely, investment management and financial consultancy services, family financial education in the nature of financial consultancy services, financial consulting services in the field of planned giving for non-profit and charitable organizations; financial retirement plan investment management and consulting services; non-profit and foundation investment management and consulting services in the nature of financial consulting services in the field of planned giving for non-profit and charitable organizations |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services; business consulting services; business succession planning; data compiling and analyzing in the field of insurance; preparing financial reports for others |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, February 7, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, October 12, 2013 |
| First Use In Commerce Date | Saturday, October 12, 2013 |
| 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, May 25, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, October 12, 2013 |
| First Use In Commerce Date | Saturday, October 12, 2013 |
| Party Name | Orgel Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Altoona, WI 54720 |
| Party Name | Orgel Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Altoona, WI 54720 |
| Party Name | Orgel Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Altoona, WI 54720 |
| Event Date | Event Description |
| Monday, May 1, 2023 | NEW APPLICATION ENTERED |
| Thursday, May 25, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 24, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, January 31, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, January 31, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, January 31, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 7, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 7, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 7, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 8, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, March 8, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, March 8, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, March 8, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, March 8, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 27, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 16, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 16, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 2, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 2, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |