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 NON-FINAL ACTION - MAILED as of Friday, June 14, 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; 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
quotient wealth partners

General Information


Serial Number98343714
Word MarkQUOTIENT WEALTH PARTNERS
Filing DateFriday, January 5, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, June 14, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe 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 ServicesFinancial 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; 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 claimedColor is not claimed as a feature of the mark.
Goods and ServicesTax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 5, 2024
Primary Code035
First Use Anywhere DateFriday, September 1, 2023
First Use In Commerce DateFriday, September 1, 2023

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 5, 2024
Primary Code036
First Use Anywhere DateFriday, September 1, 2023
First Use In Commerce DateFriday, September 1, 2023

Trademark Owner History


Party NameQuotient Wealth Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressIrving, TX 75039

Trademark Events


Event DateEvent Description
Friday, January 5, 2024NEW APPLICATION ENTERED
Monday, January 15, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, January 15, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, January 15, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, April 29, 2024NOTICE OF DESIGN SEARCH CODE E-MAILED
Monday, April 29, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, June 14, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 14, 2024ASSIGNED TO EXAMINER
Friday, June 14, 2024NON-FINAL ACTION E-MAILED
Friday, June 14, 2024NON-FINAL ACTION WRITTEN