PRIO WEALTH Trademark

Trademark Overview


On Monday, December 11, 2017, a trademark application was filed for PRIO WEALTH with the United States Patent and Trademark Office. The USPTO has given the PRIO WEALTH trademark a serial number of 87716125. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, January 18, 2025. This trademark is owned by Seaward Management Limited Partnership. The PRIO WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment management, wealth management, investment consultation, investment of funds for others, financial guidance for others, asset and investment acquisition, and financial valuations; financial portfolio management; financial counseling, namely, financial planning and providing investment advice to achieve investment and financial objectives; financial investment analysis, research, and information regarding investment opportunities, securities, and other financial instruments; financial trust planning; and providing information in the fields of finance, financial investments, and equity and other securities markets
prio wealth

General Information


Serial Number87716125
Word MarkPRIO WEALTH
Filing DateMonday, December 11, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, January 18, 2025
Registration Number5681800
Registration DateTuesday, February 19, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 8, 2018

Trademark Statements


Goods and ServicesFinancial services, namely, investment management, wealth management, investment consultation, investment of funds for others, financial guidance for others, asset and investment acquisition, and financial valuations; financial portfolio management; financial counseling, namely, financial planning and providing investment advice to achieve investment and financial objectives; financial investment analysis, research, and information regarding investment opportunities, securities, and other financial instruments; financial trust planning; and providing information in the fields of finance, financial investments, and equity and other securities markets
NOT AVAILABLE"WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, December 21, 2017
Primary Code036
First Use Anywhere DateSunday, July 1, 2018
First Use In Commerce DateSunday, July 1, 2018

Trademark Owner History


Party NamePRIO WEALTH LIMITED PARTNERSHIP
Party Type31 - New Owner After Registration
Legal Entity Type13 - Limited Partnership
AddressBOSTON, MA 02110

Party NameSeaward Management Limited Partnership
Party Type30 - Original Registrant
Legal Entity Type13 - Limited Partnership
AddressBoston, MA 02110

Party NameSeaward Management Limited Partnership
Party Type20 - Owner at Publication
Legal Entity Type13 - Limited Partnership
AddressBoston, MA 02110

Party NameSeaward Management Limited Partnership
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressBoston, MA 02110

Trademark Events


Event DateEvent Description
Thursday, December 14, 2017NEW APPLICATION ENTERED
Thursday, December 21, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, March 21, 2018ASSIGNED TO EXAMINER
Friday, March 23, 2018EXAMINERS AMENDMENT E-MAILED
Friday, March 23, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, March 23, 2018EXAMINERS AMENDMENT -WRITTEN
Friday, March 23, 2018EXAMINER'S AMENDMENT ENTERED
Friday, March 23, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Sunday, April 1, 2018ASSIGNED TO LIE
Wednesday, April 18, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 8, 2018PUBLISHED FOR OPPOSITION
Tuesday, May 8, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 3, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 17, 2018TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, August 30, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, August 30, 2018APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, December 27, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, December 27, 2018TEAS STATEMENT OF USE RECEIVED
Thursday, December 27, 2018USE AMENDMENT FILED
Wednesday, January 9, 2019STATEMENT OF USE PROCESSING COMPLETE
Saturday, January 12, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, January 15, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, February 19, 2019REGISTERED-PRINCIPAL REGISTER
Monday, February 19, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, August 26, 2024TEAS SECTION 8 & 15 RECEIVED
Wednesday, September 11, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, January 17, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, January 18, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, January 18, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED