RWA WEALTH PARTNERS Trademark
Trademark Overview
On Thursday, August 24, 2023, a trademark application was filed for RWA WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the RWA WEALTH PARTNERS trademark a serial number of 98149174. The federal status of this trademark filing is OPPOSITION PENDING as of Monday, August 12, 2024. This trademark is owned by Adviser Investments, LLC. The RWA WEALTH PARTNERS 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, investment advisory services, family office wealth and investment management services, estate planning, trustee services, and consultancy services relating to insurance and financial risk management
Tax and taxation planning, advice, information and consultancy services
General Information
| Serial Number | 98149174 |
| Word Mark | RWA WEALTH PARTNERS |
| Filing Date | Thursday, August 24, 2023 |
| Status | 774 - OPPOSITION PENDING |
| Status Date | Monday, August 12, 2024 |
| 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 | Tuesday, February 20, 2024 |
Trademark Statements
| Description of Mark | The mark consists of an arrangement of geometric designs positioned above the literal element "RWA", which is positioned above the literal elements "WEALTH PARTNERS" in a smaller font. One of the geometric designs displays three shaded dots and the other three geometric designs consist of single shaded dots. The geometric design with three shaded dots is displayed with connecting shaded portions. The geometric designs are arranged to create an impression of two overlapping triangles. |
| Goods and Services | Financial services, namely, wealth management services, investment advisory services, family office wealth and investment management services, estate planning, trustee services, and consultancy services relating to insurance and financial risk management |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services |
| NOT AVAILABLE | "WEALTH PARTNERS" |
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, September 25, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, September 25, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | RWA Wealth Partners LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newton, MA 02459 |
| Party Name | RWA Wealth Partners LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newton, MA 02459 |
| Party Name | Adviser Investments, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newton, MA 02459 |
Trademark Events
| Event Date | Event Description |
| Monday, August 28, 2023 | NEW APPLICATION ENTERED |
| Monday, September 25, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 26, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, January 5, 2024 | ASSIGNED TO EXAMINER |
| Thursday, January 11, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, January 11, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, January 11, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, January 11, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, January 11, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 31, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, January 31, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, March 4, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 20, 2024 | PUBLISHED FOR OPPOSITION |
| Monday, August 12, 2024 | OPPOSITION INSTITUTED NO. 999999 |
| Thursday, March 14, 2024 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Sunday, August 18, 2024 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Wednesday, December 18, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
