
| Serial Number | 98009225 |
| Word Mark | PROPRIETOR WEALTH MANAGEMENT |
| Filing Date | Tuesday, May 23, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 2, 2024 |
| Registration Number | 7432215 |
| Registration Date | Tuesday, July 2, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 16, 2024 |
| 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 |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| 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 |
| Party Name | Proprietor Wealth Management Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Larkspur, CA 94939 |
| Party Name | Proprietor Wealth Management Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Larkspur, CA 94939 |
| Party Name | Proprietor Wealth Management Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Larkspur, CA 94939 |
| Event Date | Event Description |
| Friday, May 26, 2023 | NEW APPLICATION ENTERED |
| Saturday, June 24, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 14, 2024 | ASSIGNED TO EXAMINER |
| Thursday, February 22, 2024 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Thursday, February 22, 2024 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Thursday, February 22, 2024 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Thursday, February 22, 2024 | ASSIGNED TO LIE |
| Thursday, February 22, 2024 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Wednesday, March 6, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, March 6, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 6, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 7, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 27, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 16, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 16, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 2, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 2, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |