RM DAVIS PRIVATE WEALTH MANAGEMENT 1978 Trademark
Trademark Overview
On Friday, April 17, 2026, a trademark application was filed for RM DAVIS PRIVATE WEALTH MANAGEMENT 1978 with the United States Patent and Trademark Office. The USPTO has given the RM DAVIS PRIVATE WEALTH MANAGEMENT 1978 trademark a serial number of 99771070. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, April 17, 2026. This trademark is owned by R.M. Davis, Inc.. The RM DAVIS PRIVATE WEALTH MANAGEMENT 1978 trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services
General Information
| Serial Number | 99771070 |
| Word Mark | RM DAVIS PRIVATE WEALTH MANAGEMENT 1978 |
| Filing Date | Friday, April 17, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, April 17, 2026 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "PRIVATE WEALTH MANAGEMENT" |
| Pseudo Mark | RM DAVIS PRIVATE WEALTH MANAGEMENT ONE THOUSAND NINE HUNDRED SEVENTY EIGHT |
| Goods and Services | Financial services, namely, wealth management services |
| Pseudo Mark | RM DAVIS PRIVATE WEALTH MANAGEMENT NINETEEN HUNDRED SEVENTY EIGHT |
| Description of Mark | The mark consists of The phrase "RM DAVIS" above the phrase "PRIVATE WEALTH MANAGEMENT" and those phrases being next to a square within which is "1978" with "19" being set above "78". |
| Pseudo Mark | RM DAVIS PRIVATE WEALTH MANAGEMENT NINETEEN SEVENTY EIGHT |
Classification Information
| 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, April 17, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | R.M. Davis, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Portland, ME 04101 US |
Trademark Events
| Event Date | Event Description |
| Friday, April 17, 2026 | NEW APPLICATION ENTERED |
| Friday, April 17, 2026 | APPLICATION FILING RECEIPT MAILED |