PWP PASSAGE WEALTH PARTNERS Trademark

Trademark Overview


On Monday, August 15, 2022, a trademark application was filed for PWP PASSAGE WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the PWP PASSAGE WEALTH PARTNERS trademark a serial number of 97549333. The federal status of this trademark filing is REGISTERED as of Tuesday, November 14, 2023. The PWP PASSAGE WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:

Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial evaluation for insurance purposes; Financial portfolio management; Management of portfolios comprising securities; Advice on finance during retirement; Advice relating to investments; Business finance procurement services; Capital investment services; Consultancy of capital investment; Consultancy services relating to insurance; Consulting and information concerning insurance; Credit and financial consultation; Estate planning; Financial asset management; Financial planning consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis...
pwp passage wealth partners

General Information


Serial Number97549333
Word MarkPWP PASSAGE WEALTH PARTNERS
Filing DateMonday, August 15, 2022
Status700 - REGISTERED
Status DateTuesday, November 14, 2023
Registration Number7216701
Registration DateTuesday, November 14, 2023
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 29, 2023

Trademark Statements


Description of MarkThe mark consists of the letters "pwp" written in large, lowercase, blue letters appearing to the left of a figurative element representing a yellow sailboat having a hull defined by a stylized triangle pointing to the left of the mark with a concave bottom, one concave side, and one convex side, a sail defined by a stylized triangle pointing to the top of the mark with a concave bottom, concave left side, and convex right side, and a mast to the left of the sail defined by a thin stylized triangle pointing to the top of the mark. The sailboat appears to be sitting on top of two figurative elements representing blue waves, with one figurative element defined by a stylized blue crescent to the right of the sailboat and one figurative element defined by a stylized blue tilde stretching across the bottom of the sailboat and crescent shape. Both the letters and the figurative elements appear above the words "passage wealth partners," written in small, lowercase, blue letters appearing across the bottom of the mark.
Goods and ServicesFinancial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial evaluation for insurance purposes; Financial portfolio management; Management of portfolios comprising securities; Advice on finance during retirement; Advice relating to investments; Business finance procurement services; Capital investment services; Consultancy of capital investment; Consultancy services relating to insurance; Consulting and information concerning insurance; Credit and financial consultation; Estate planning; Financial asset management; Financial planning consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial research and information services; Financial retirement plan consulting services; Financial risk management consultation; Financial risk assessment services; Financial risk management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Fund investment consultation; Insurance consultancy; Insurance risk management; Investment management; Investment risk assessment services; Investment advice; Investment advice in the fields of retirement; Investment advisory services; Investment services, namely, asset acquisition, consultation, development and management services; On-line financial planning services; Private equity consultant services; Providing a web site featuring personal financial information and financial advice; Providing financial advice via a website; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of personal finance; Providing insurance information; Providing investors with financial information; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Provision of financial information; Stock exchange information services; Strategic financial advisory services
Indication of Colors claimedThe color(s) blue and yellow is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"WEALTH PARTNERS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, September 3, 2022
Primary Code036
First Use Anywhere DateWednesday, June 1, 2022
First Use In Commerce DateWednesday, June 1, 2022

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressDenver, CO 80222

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressDenver, CO 80222

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressDenver, CO 80222

Trademark Events


Event DateEvent Description
Tuesday, November 14, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, November 14, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, August 29, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 29, 2023PUBLISHED FOR OPPOSITION
Wednesday, August 9, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, July 24, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, July 24, 2023EXAMINER'S AMENDMENT ENTERED
Monday, July 24, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, July 24, 2023EXAMINERS AMENDMENT E-MAILED
Monday, July 24, 2023EXAMINERS AMENDMENT -WRITTEN
Thursday, June 1, 2023ASSIGNED TO EXAMINER
Tuesday, September 6, 2022NOTICE OF DESIGN SEARCH CODE E-MAILED
Saturday, September 3, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, August 18, 2022NEW APPLICATION ENTERED