ROSEWOOD WEALTH MANAGEMENT Trademark

Trademark Overview


On Wednesday, November 22, 2017, a trademark application was filed for ROSEWOOD WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ROSEWOOD WEALTH MANAGEMENT trademark a serial number of 87695139. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, May 29, 2024. This trademark is owned by Carolina Wealth Stewards, LLC. The ROSEWOOD WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Insurance brokerage services; Annuity services, namely, account and investment administration; Insurance information and consultancy
rosewood wealth management

General Information


Serial Number87695139
Word MarkROSEWOOD WEALTH MANAGEMENT
Filing DateWednesday, November 22, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, May 29, 2024
Registration Number5613420
Registration DateTuesday, November 20, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 10, 2018

Trademark Statements


Goods and ServicesFinancial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Insurance brokerage services; Annuity services, namely, account and investment administration; Insurance information and consultancy
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 5, 2017
Primary Code036
First Use Anywhere DateTuesday, December 5, 2017
First Use In Commerce DateTuesday, December 5, 2017

Trademark Owner History


Party NameCarolina Wealth Stewards, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDurham, NC 27713

Party NameCarolina Wealth Stewards, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressDurham, NC 27713

Party NameCarolina Wealth Stewards, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDurham, NC 27713

Trademark Events


Event DateEvent Description
Wednesday, March 7, 2018ASSIGNED TO EXAMINER
Saturday, November 25, 2017NEW APPLICATION ENTERED
Tuesday, December 5, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, October 15, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, March 7, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 21, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 10, 2018PUBLISHED FOR OPPOSITION
Tuesday, April 10, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 5, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, September 6, 2018TEAS STATEMENT OF USE RECEIVED
Thursday, September 6, 2018USE AMENDMENT FILED
Friday, September 28, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, September 28, 2018STATEMENT OF USE PROCESSING COMPLETE
Tuesday, November 21, 2023TEAS SECTION 8 & 15 RECEIVED
Wednesday, May 29, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, May 29, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, May 29, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, November 20, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, October 16, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, November 20, 2018REGISTERED-PRINCIPAL REGISTER