PHOENIX WEALTH PRIVATE CLIENT GROUP A DIVISION OF KINGSLY CAPITAL Trademark
Trademark Overview
On Thursday, September 5, 2024, a trademark application was filed for PHOENIX WEALTH PRIVATE CLIENT GROUP A DIVISION OF KINGSLY CAPITAL with the United States Patent and Trademark Office. The USPTO has given the PHOENIX WEALTH PRIVATE CLIENT GROUP A DIVISION OF KINGSLY CAPITAL trademark a serial number of 98735276. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, April 2, 2025. This trademark is owned by Phoenix Wealth Management, PLLC. The PHOENIX WEALTH PRIVATE CLIENT GROUP A DIVISION OF KINGSLY CAPITAL trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
General Information
| Serial Number | 98735276 |
| Word Mark | PHOENIX WEALTH PRIVATE CLIENT GROUP A DIVISION OF KINGSLY CAPITAL |
| Filing Date | Thursday, September 5, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, April 2, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of The logo is a redesign of a Phoenix symbol. |
| Goods and Services | Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
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, September 5, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, February 15, 2024 |
| First Use In Commerce Date | Thursday, February 15, 2024 |
Trademark Owner History
| Party Name | Phoenix Wealth Management, PLLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85254 |
Trademark Events
| Event Date | Event Description |
| Monday, March 17, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, March 17, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 18, 2025 | ASSIGNED TO EXAMINER |
| Thursday, September 5, 2024 | NEW APPLICATION ENTERED |
| Wednesday, April 2, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 2, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 2, 2025 | NON-FINAL ACTION WRITTEN |
