PRECEDENT WEALTH PARTNERS Trademark
Trademark Overview
On Friday, April 21, 2023, a trademark application was filed for PRECEDENT WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the PRECEDENT WEALTH PARTNERS trademark a serial number of 97900948. The federal status of this trademark filing is REGISTERED as of Tuesday, May 14, 2024. This trademark is owned by Precedent Wealth Partners, LLC. The PRECEDENT WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial consultancy; Financial portfolio management; Financial services, namely, wealth management services
General Information
| Serial Number | 97900948 |
| Word Mark | PRECEDENT WEALTH PARTNERS |
| Filing Date | Friday, April 21, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 14, 2024 |
| Registration Number | 7386174 |
| Registration Date | Tuesday, May 14, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 27, 2024 |
Trademark Statements
| Goods and Services | Financial advice; Financial consultancy; Financial portfolio management; Financial services, namely, wealth management services |
| NOT AVAILABLE | "WEALTH PARTNERS" |
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, May 18, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, April 21, 2023 |
| First Use In Commerce Date | Friday, April 21, 2023 |
Trademark Owner History
| Party Name | Precedent Wealth Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78257 |
| Party Name | Precedent Wealth Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78257 |
| Party Name | Precedent Wealth Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78257 |
Trademark Events
| Event Date | Event Description |
| Monday, January 22, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 25, 2023 | NEW APPLICATION ENTERED |
| Thursday, May 18, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 18, 2024 | ASSIGNED TO EXAMINER |
| Monday, January 22, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, January 22, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, January 22, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Monday, January 22, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 7, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, February 7, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 27, 2024 | PUBLISHED FOR OPPOSITION |
| Monday, March 4, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 14, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 14, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
