PROFICIENT WEALTH STRATEGIES Trademark

Trademark Overview


On Friday, July 7, 2023, a trademark application was filed for PROFICIENT WEALTH STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the PROFICIENT WEALTH STRATEGIES trademark a serial number of 98075484. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, April 4, 2024. This trademark is owned by Proficient Wealth Strategies LLC. The PROFICIENT WEALTH STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:

Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes
proficient wealth strategies

General Information


Serial Number98075484
Word MarkPROFICIENT WEALTH STRATEGIES
Filing DateFriday, July 7, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, April 4, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial consultancy and insurance consultancy; Financial evaluation for insurance purposes

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 7, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameProficient Wealth Strategies LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHARRISONVILLE, MO 64701

Trademark Events


Event DateEvent Description
Thursday, April 4, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, April 4, 2024NON-FINAL ACTION E-MAILED
Thursday, April 4, 2024NON-FINAL ACTION WRITTEN
Monday, March 18, 2024ASSIGNED TO EXAMINER
Monday, August 7, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, July 11, 2023NEW APPLICATION ENTERED