PHOENIX PRIVATE WEALTH ADVISORY Trademark

Trademark Overview

On Friday, May 25, 2018, a trademark application was filed for PHOENIX PRIVATE WEALTH ADVISORY with the United States Patent and Trademark Office. The USPTO has given the PHOENIX PRIVATE WEALTH ADVISORY trademark a serial number of 87936448. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, October 27, 2025. This trademark is owned by Axa Advisors, LLC. The PHOENIX PRIVATE WEALTH ADVISORY trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial planning and investment advisory services; Insurance consulting in the field of life insurance
phoenix private wealth advisory

General Information

Serial Number87936448
Word MarkPHOENIX PRIVATE WEALTH ADVISORY
Filing DateFriday, May 25, 2018
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, October 27, 2025
Registration Number5795721
Registration DateTuesday, July 2, 2019
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 13, 2018

Trademark Statements

Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"PRIVATE WEALTH ADVISORY"
Goods and ServicesFinancial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial planning and investment advisory services; Insurance consulting in the field of life insurance
Description of MarkThe mark consists of a design showing two stylized phoenixes facing each other and partially intertwined, with one phoenix facing leftward with wings outspread and the other phoenix facing rightward, oriented slightly lower than the other, with wings facing forward. Underneath this two-phoenix design is the vertically stacked wording "PHOENIX PRIVATE WEALTH ADVISORY", with the words "PHOENIX PRIVATE" being positioned above the words "WEALTH ADVISORY".

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, June 3, 2018
Primary Code036
First Use Anywhere DateFriday, November 30, 2018
First Use In Commerce DateFriday, November 30, 2018

Trademark Owner History

Party NameAxa Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressColumbia, MD 21045
Party NameAxa Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressColumbia, MD 21045
Party NameAxa Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressColumbia, MD 21045

Trademark Events

Event DateEvent Description
Tuesday, May 29, 2018NEW APPLICATION ENTERED
Sunday, June 3, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, June 5, 2018NOTICE OF DESIGN SEARCH CODE E-MAILED
Sunday, September 16, 2018ASSIGNED TO EXAMINER
Tuesday, September 18, 2018NON-FINAL ACTION WRITTEN
Tuesday, September 18, 2018NON-FINAL ACTION E-MAILED
Tuesday, September 18, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 19, 2018EXAMINERS AMENDMENT -WRITTEN
Wednesday, September 19, 2018EXAMINERS AMENDMENT E-MAILED
Wednesday, September 19, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, September 19, 2018EXAMINER'S AMENDMENT ENTERED
Wednesday, September 19, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, October 5, 2018ASSIGNED TO LIE
Wednesday, October 24, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 13, 2018PUBLISHED FOR OPPOSITION
Tuesday, November 13, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 8, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 23, 2019TEAS STATEMENT OF USE RECEIVED
Monday, May 6, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, April 23, 2019USE AMENDMENT FILED
Monday, May 6, 2019STATEMENT OF USE PROCESSING COMPLETE
Monday, May 27, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, May 28, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, July 2, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, December 8, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, December 8, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, December 8, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 4, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, April 4, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, April 4, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, April 4, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, April 4, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 4, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, July 2, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, June 25, 2025TEAS SECTION 8 & 15 RECEIVED
Wednesday, September 3, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 3, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, September 3, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, October 26, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, October 27, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, October 27, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, November 24, 2025TEAS SECTION 7 REQUEST RECEIVED

Related Keywords

advisory wealth private phoenix services financial insurance consultancy consulting field life namely investment