QUOTIENT WEALTH PARTNERS Trademark
Trademark Overview
On Friday, January 5, 2024, a trademark application was filed for QUOTIENT WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the QUOTIENT WEALTH PARTNERS trademark a serial number of 98343714. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, September 10, 2024. This trademark is owned by Quotient Wealth Partners, LLC. The QUOTIENT WEALTH PARTNERS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
Tax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services
General Information
| Serial Number | 98343714 |
| Word Mark | QUOTIENT WEALTH PARTNERS |
| Filing Date | Friday, January 5, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, September 10, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 10, 2024 |
Trademark Statements
| Description of Mark | The mark consists of a single triangle bordered on all sides by ten smaller triangles. The words "QUOTIENT WEALTH PARTNERS" is positioned to the right with the word "QUOTIENT" positioned above the words "WEALTH PARTNERS'. |
| Goods and Services | Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Tax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services |
| NOT AVAILABLE | "WEALTH PARTNERS" |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 5, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, September 1, 2023 |
| First Use In Commerce Date | Friday, September 1, 2023 |
| 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 | Friday, January 5, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 1, 2023 |
| First Use In Commerce Date | Friday, September 1, 2023 |
Trademark Owner History
| Party Name | Quotient Wealth Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irving, TX 75039 |
| Party Name | Quotient Wealth Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irving, TX 75039 |
Trademark Events
| Event Date | Event Description |
| Friday, January 5, 2024 | NEW APPLICATION ENTERED |
| Monday, January 15, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, January 15, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, April 29, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, January 15, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, June 14, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 14, 2024 | ASSIGNED TO EXAMINER |
| Friday, June 14, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, June 14, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 24, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 24, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 24, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, August 7, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 21, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 10, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 10, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, April 29, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
