SAGARD WEALTH Trademark
Trademark Overview
On Monday, December 9, 2024, a trademark application was filed for SAGARD WEALTH with the United States Patent and Trademark Office. The USPTO has given the SAGARD WEALTH trademark a serial number of 98891679. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, December 9, 2024. This trademark is owned by Sagard Holdings Manager LP. The SAGARD WEALTH trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Family wealth education, inter-generational wealth transfer and lifestyle services
Financial investment counselling; capital investment services; arranging and provision of loans; capital management; management of investment; financial and real estate investment advisory services; debt financing; clearing and execution of financial securities transactions; electronic funds transfers; issue of tokens of value; securities brokerage; securities trading; wealth management; investment portfolio management; financial intermediation; financial analysis services; financial investment counselling; providing information in the field of financial investments; consultancy relating to financial assistance for education; advisory services relating to financial asset management; advisory services relating to stock investment management; tax advisory services; financial analysis and research services
Advisory services for business management; business administration and management; business organization consultancy services
General Information
| Serial Number | 98891679 |
| Word Mark | SAGARD WEALTH |
| Filing Date | Monday, December 9, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, December 9, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Family wealth education, inter-generational wealth transfer and lifestyle services |
| Goods and Services | Financial investment counselling; capital investment services; arranging and provision of loans; capital management; management of investment; financial and real estate investment advisory services; debt financing; clearing and execution of financial securities transactions; electronic funds transfers; issue of tokens of value; securities brokerage; securities trading; wealth management; investment portfolio management; financial intermediation; financial analysis services; financial investment counselling; providing information in the field of financial investments; consultancy relating to financial assistance for education; advisory services relating to financial asset management; advisory services relating to stock investment management; tax advisory services; financial analysis and research services |
| Goods and Services | Advisory services for business management; business administration and management; business organization consultancy services |
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, December 9, 2024 |
| 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, December 9, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, December 9, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Sagard Holdings Manager LP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Toronto, Ontario M5J2S1
CA |
Trademark Events
| Event Date | Event Description |
| Monday, December 9, 2024 | NEW APPLICATION ENTERED |
