RISE PRIVATE WEALTH MANAGEMENT Trademark

Trademark Overview


On Tuesday, November 17, 2020, a trademark application was filed for RISE PRIVATE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the RISE PRIVATE WEALTH MANAGEMENT trademark a serial number of 90323681. The federal status of this trademark filing is REGISTERED as of Tuesday, October 12, 2021. This trademark is owned by RPWM Partners LLC. The RISE PRIVATE WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial services, namely, wealth management services, financial planning, financial wealth planning, financial asset management, financial asset protection, financial trust administration and estate planning services, investment advisory and investment management services; Financial consulting; Personal financial planning in the field of retirement planning, estate planning and insurance planning, all of the aforementioned services not including hedge funds or services materially related thereto; Insurance brokerage; Financial consulting regarding mergers and acquisitions of wealth management firms and practices; Investment advice in the field of tax planning

Business succession planning for business owners and retiring advisors
rise private wealth management

General Information


Serial Number90323681
Word MarkRISE PRIVATE WEALTH MANAGEMENT
Filing DateTuesday, November 17, 2020
Status700 - REGISTERED
Status DateTuesday, October 12, 2021
Registration Number6515022
Registration DateTuesday, October 12, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 27, 2021

Trademark Statements


Goods and ServicesFinancial services, namely, wealth management services, financial planning, financial wealth planning, financial asset management, financial asset protection, financial trust administration and estate planning services, investment advisory and investment management services; Financial consulting; Personal financial planning in the field of retirement planning, estate planning and insurance planning, all of the aforementioned services not including hedge funds or services materially related thereto; Insurance brokerage; Financial consulting regarding mergers and acquisitions of wealth management firms and practices; Investment advice in the field of tax planning
Goods and ServicesBusiness succession planning for business owners and retiring advisors
Disclaimer with Predetermined Text"PRIVATE WEALTH MANAGEMENT"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 8, 2021
Primary Code035
First Use Anywhere DateMonday, October 19, 2015
First Use In Commerce DateMonday, November 23, 2015

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 15, 2021
Primary Code036
First Use Anywhere DateMonday, October 19, 2015
First Use In Commerce DateMonday, November 23, 2015

Trademark Owner History


Party NameRPWM Partners LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBedford, NH 03110

Party NameRPWM Partners LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBedford, NH 03110

Party NameRPWM Partners LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBedford, NH 03110

Trademark Events


Event DateEvent Description
Friday, December 15, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, December 15, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, December 15, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 12, 2021REGISTERED-PRINCIPAL REGISTER
Tuesday, July 27, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 27, 2021PUBLISHED FOR OPPOSITION
Wednesday, July 7, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, June 18, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 8, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 7, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, June 7, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 6, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, May 6, 2021NON-FINAL ACTION E-MAILED
Thursday, May 6, 2021NON-FINAL ACTION WRITTEN
Wednesday, April 28, 2021ASSIGNED TO EXAMINER
Friday, January 15, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, November 20, 2020NEW APPLICATION ENTERED