PREVIS WEALTH Trademark

Trademark Overview

On Wednesday, July 9, 2025, a trademark application was filed for PREVIS WEALTH with the United States Patent and Trademark Office. The USPTO has given the PREVIS WEALTH trademark a serial number of 99274259. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, December 11, 2025. This trademark is owned by Previs Wealth LLC. The PREVIS WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services, financial portfolio management, monitoring financial markets for investment purposes, financial planning, and coordination within a single account of an investment portfolio's maintenance, trading, rebalancing, and tax management needs with accountants, legal counsel, trustees and powers of attorney for clients
previs wealth

General Information

Serial Number99274259
Word MarkPREVIS WEALTH
Filing DateWednesday, July 9, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateThursday, December 11, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 30, 2025

Trademark Statements

NOT AVAILABLEWEALTH
Goods and ServicesFinancial services, namely, wealth management services, financial portfolio management, monitoring financial markets for investment purposes, financial planning, and coordination within a single account of an investment portfolio's maintenance, trading, rebalancing, and tax management needs with accountants, legal counsel, trustees and powers of attorney for clients

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 9, 2025
Primary Code036
First Use Anywhere DateTuesday, December 3, 2024
First Use In Commerce DateTuesday, December 3, 2024

Trademark Owner History

Party NamePrevis Wealth LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPenfield, NY 14526

Trademark Events

Event DateEvent Description
Wednesday, July 9, 2025NEW APPLICATION ENTERED
Wednesday, July 9, 2025APPLICATION FILING RECEIPT MAILED
Thursday, November 13, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, November 26, 2025ASSIGNED TO EXAMINER
Wednesday, November 26, 2025NON-FINAL ACTION WRITTEN
Wednesday, November 26, 2025NON-FINAL ACTION E-MAILED
Wednesday, November 26, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, December 3, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 3, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 3, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, December 5, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 24, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Related Keywords

wealth previs financial management investment services portfolio needs accountants legal rebalancing trustees