QUOTIENT WEALTH PARTNERS Trademark
Trademark Overview
On Monday, December 16, 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 98905737. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, December 16, 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; Financial services, namely, 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 | 98905737 |
| Word Mark | QUOTIENT WEALTH PARTNERS |
| Filing Date | Monday, December 16, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, December 16, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; Financial services, namely, 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 |
| Goods and Services | Tax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services |
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 | Monday, December 16, 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 | Monday, December 16, 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 | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75240 |
Trademark Events
| Event Date | Event Description |
| Monday, December 16, 2024 | NEW APPLICATION ENTERED |
| Monday, December 16, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
