PURSUIT WEALTH Trademark
Trademark Overview
On Tuesday, November 3, 2020, a trademark application was filed for PURSUIT WEALTH with the United States Patent and Trademark Office. The USPTO has given the PURSUIT WEALTH trademark a serial number of 90295419. The federal status of this trademark filing is REGISTERED as of Tuesday, October 11, 2022. This trademark is owned by Pursuit Wealth Management, LLLP. The PURSUIT WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Annuity services, namely, account and investment administration; Financial analysis and consultation, excluding the foregoing in connection with lending to small business, as that term is defined by the U.S. Small Business Administration; Financial planning and investment advisory services; Financial risk assessment services, excluding the foregoing in connection with lending to small businesses, as that term is defined by the U.S. Small Business Administration; Mutual funds and capital investment; Stock exchange quotations; Financial retirement plan consulting services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Fiscal valuations and assessments, excluding the foregoing in connection with lending to small businesses, as that term is defined by the U.S. Small Business Administration
General Information
| Serial Number | 90295419 |
| Word Mark | PURSUIT WEALTH |
| Filing Date | Tuesday, November 3, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 11, 2022 |
| Registration Number | 6868664 |
| Registration Date | Tuesday, October 11, 2022 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 26, 2022 |
Trademark Statements
| Goods and Services | Annuity services, namely, account and investment administration; Financial analysis and consultation, excluding the foregoing in connection with lending to small business, as that term is defined by the U.S. Small Business Administration; Financial planning and investment advisory services; Financial risk assessment services, excluding the foregoing in connection with lending to small businesses, as that term is defined by the U.S. Small Business Administration; Mutual funds and capital investment; Stock exchange quotations; Financial retirement plan consulting services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Fiscal valuations and assessments, excluding the foregoing in connection with lending to small businesses, as that term is defined by the U.S. Small Business Administration |
| NOT AVAILABLE | "WEALTH" |
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 | Thursday, December 31, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, June 7, 2019 |
| First Use In Commerce Date | Friday, June 7, 2019 |
Trademark Owner History
| Party Name | CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | RICHMOND, VA 23219
US |
| Party Name | PURSUIT WEALTH MANAGEMENT, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PALM BEACH GARDENS, FL 33418
US |
| Party Name | PURSUIT WEALTH MANAGEMENT, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PALM BEACH GARDENS, FL 33418
US |
| Party Name | PURSUIT WEALTH MANAGEMENT, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PALM BEACH GARDENS, FL 33418
US |
| Party Name | Pursuit Wealth Management, LLLP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Palm Beach Gardens, FL 33418
US |
Trademark Events
| Event Date | Event Description |
| Friday, November 6, 2020 | NEW APPLICATION ENTERED |
| Thursday, December 31, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, April 8, 2021 | ASSIGNED TO EXAMINER |
| Friday, April 9, 2021 | NON-FINAL ACTION WRITTEN |
| Friday, April 9, 2021 | NON-FINAL ACTION E-MAILED |
| Friday, April 9, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, October 8, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, October 8, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 8, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 10, 2021 | FINAL REFUSAL WRITTEN |
| Wednesday, November 10, 2021 | FINAL REFUSAL E-MAILED |
| Wednesday, November 10, 2021 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, December 22, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, May 6, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, May 6, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, May 6, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, May 6, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, May 6, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, May 10, 2022 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, May 10, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 11, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 17, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 6, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 26, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 26, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 11, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 11, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Friday, May 29, 2026 | NOTICE OF SUIT |
| Wednesday, June 3, 2026 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
