PROPRIETOR WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, May 23, 2023, a trademark application was filed for PROPRIETOR WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the PROPRIETOR WEALTH MANAGEMENT trademark a serial number of 98009225. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, March 12, 2024. This trademark is owned by Proprietor Wealth Management Inc.. The PROPRIETOR WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Investment advisory services, financial services, namely, wealth management services, retirement and financial planning services, tax planning, developing and managing charitable giving programs on behalf of individuals and families, cash and liquid asset management
General Information
| Serial Number | 98009225 |
| Word Mark | PROPRIETOR WEALTH MANAGEMENT |
| Filing Date | Tuesday, May 23, 2023 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, March 12, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 16, 2024 |
Trademark Statements
| Goods and Services | Investment advisory services, financial services, namely, wealth management services, retirement and financial planning services, tax planning, developing and managing charitable giving programs on behalf of individuals and families, cash and liquid asset management |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
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 | Saturday, June 24, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, May 11, 2023 |
| First Use In Commerce Date | Thursday, May 11, 2023 |
Trademark Owner History
| Party Name | Proprietor Wealth Management Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Larkspur, CA 94939 |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 27, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, March 7, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 6, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, March 6, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 6, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 22, 2024 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Thursday, February 22, 2024 | ASSIGNED TO LIE |
| Thursday, February 22, 2024 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Thursday, February 22, 2024 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Thursday, February 22, 2024 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Wednesday, February 14, 2024 | ASSIGNED TO EXAMINER |
| Saturday, June 24, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 26, 2023 | NEW APPLICATION ENTERED |
