| Serial Number | 90891751 |
| Word Mark | RISE PRIVATE WEALTH MANAGEMENT |
| Filing Date | Thursday, August 19, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 20, 2022 |
| Registration Number | 6850454 |
| Registration Date | Tuesday, September 20, 2022 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 5, 2022 |
| Description of Mark | The mark consists of a light blue image of a sun with rays atop an orange horizon, with the word "Rise" in a blue stylized font to the left of the sun, and the words "PRIVATE WEALTH MANAGEMENT" in a blue font along the bottom of the mark. |
| Goods and Services | 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 |
| Indication of Colors claimed | The color(s) blue, light blue, and orange is/are claimed as a feature of the mark. |
| Goods and Services | Business succession planning for business owners and retiring advisors |
| Disclaimer with Predetermined Text | PRIVATE WEALTH MANAGEMENT |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 7, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, February 17, 2021 |
| First Use In Commerce Date | Monday, March 8, 2021 |
| 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 | Thursday, October 7, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, February 17, 2021 |
| First Use In Commerce Date | Monday, March 8, 2021 |
| Party Name | RPWM Partners LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bedford, NH 03110 |
| Party Name | RPWM Partners LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bedford, NH 03110 |
| Party Name | RPWM Partners LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bedford, NH 03110 |
| Event Date | Event Description |
| Friday, December 15, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, December 15, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, December 15, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 20, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, September 20, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 5, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 5, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 15, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, June 1, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 1, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 1, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 1, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 1, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, May 20, 2022 | ASSIGNED TO EXAMINER |
| Friday, October 8, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, October 7, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 23, 2021 | NEW APPLICATION ENTERED |