PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC. Trademark
Trademark Overview
On Monday, May 5, 2025, a trademark application was filed for PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC. with the United States Patent and Trademark Office. The USPTO has given the PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC. trademark a serial number of 99169951. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, May 5, 2025. The PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC. trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Financial consultancy services; Financial portfolio analysis services; Financial investment brokerage services; Providing financial advisory services; Financial advice and consultancy services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
General Information
| Serial Number | 99169951 |
| Word Mark | PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC. |
| Filing Date | Monday, May 5, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, May 5, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial advisory services; Financial consultancy services; Financial portfolio analysis services; Financial investment brokerage services; Providing financial advisory services; Financial advice and consultancy services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services |
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 | Monday, May 5, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 1, 2013 |
| First Use In Commerce Date | Tuesday, January 1, 2013 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Bellevue, WA 98004 |
Trademark Events
| Event Date | Event Description |
| Monday, May 5, 2025 | NEW APPLICATION ENTERED |
| Monday, May 5, 2025 | APPLICATION FILING RECEIPT MAILED |
