ORIZON WEALTH MANAGEMENT Trademark

Trademark Overview


On Friday, September 15, 2023, a trademark application was filed for ORIZON WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ORIZON WEALTH MANAGEMENT trademark a serial number of 98182662. The federal status of this trademark filing is REGISTERED as of Tuesday, July 1, 2025. The ORIZON WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial management; financial services, namely, wealth management services; investment management; investment consultation; financial portfolio management; financial planning; insurance brokerage services; insurance consultation; insurance carrier services; insurance services, namely, underwriting life, health, accident, dental, vision, disability, and long-term care insurance and annuities; insurance servicing, namely, underwriting life, health, accident, dental, vision, disability, and long-term care insurance and annuities; administration of employee benefit plans concerning insurance and finance; providing information in the field of employee financial benefit plans; administration of employee benefit plan concerning insurance and finance
orizon wealth management

General Information


Serial Number98182662
Word MarkORIZON WEALTH MANAGEMENT
Filing DateFriday, September 15, 2023
Status700 - REGISTERED
Status DateTuesday, July 1, 2025
Registration Number7852826
Registration DateTuesday, July 1, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 9, 2024

Trademark Statements


Goods and ServicesFinancial management; financial services, namely, wealth management services; investment management; investment consultation; financial portfolio management; financial planning; insurance brokerage services; insurance consultation; insurance carrier services; insurance services, namely, underwriting life, health, accident, dental, vision, disability, and long-term care insurance and annuities; insurance servicing, namely, underwriting life, health, accident, dental, vision, disability, and long-term care insurance and annuities; administration of employee benefit plans concerning insurance and finance; providing information in the field of employee financial benefit plans; administration of employee benefit plan concerning insurance and finance
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, October 4, 2023
Primary Code036
First Use Anywhere DateFriday, February 28, 2025
First Use In Commerce DateFriday, February 28, 2025

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressProvo, UT 84604

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressProvo, UT 84604

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressProvo, UT 84604

Trademark Events


Event DateEvent Description
Tuesday, September 19, 2023NEW APPLICATION ENTERED
Wednesday, October 4, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, May 10, 2024ASSIGNED TO EXAMINER
Monday, June 3, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 3, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, June 6, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, May 13, 2024NON-FINAL ACTION WRITTEN
Monday, May 13, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, May 13, 2024NON-FINAL ACTION E-MAILED
Monday, June 3, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, June 19, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 9, 2024PUBLISHED FOR OPPOSITION
Tuesday, July 9, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 3, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sunday, March 2, 2025USE AMENDMENT FILED
Friday, May 23, 2025STATEMENT OF USE PROCESSING COMPLETE
Saturday, May 24, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, June 11, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, July 1, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, July 1, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, July 16, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, March 3, 2025TEAS STATEMENT OF USE RECEIVED