SAGE STONE WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, March 7, 2025, a trademark application was filed for SAGE STONE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SAGE STONE WEALTH MANAGEMENT trademark a serial number of 99073696. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 7, 2025. This trademark is owned by Sage Stone Wealth Management LLC. The SAGE STONE WEALTH MANAGEMENT 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; Funds investment; Investment of funds for others; Financial portfolio management; Financial portfolio analysis services; Financial planning; Financial asset management; Investment advisory services; Providing financial information; Capital investment services; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial management; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Strategic financial advisory services; Financial information and advisory services; Financial consulting
Business consulting services; Business management of the nonprofit corporations and trade associations of others; Business management consulting, strategic planning and business advisory services provided to non-profit
corporations, foundations, and small businesses; Business management consulting and advisory services; Business advisory services; Business assistance, advisory and consulting services in the field of financial planning,
investment and asset management; Business advisory services, consultancy and information
General Information
| Serial Number | 99073696 |
| Word Mark | SAGE STONE WEALTH MANAGEMENT |
| Filing Date | Friday, March 7, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, March 7, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of the wording "SAGE" centered above the word "STONE" in large stylized font, stacked above the wording "WEALTH" centered above the word "MANAGEMENT" in smaller stylized font. The stylized, upside down leaves appear above the stacked words. The text and leaves appear on top of a solid background framed by squiggly lines. |
| Goods and Services | Financial services, namely, wealth management services; Funds investment; Investment of funds for others; Financial portfolio management; Financial portfolio analysis services; Financial planning; Financial asset management; Investment advisory services; Providing financial information; Capital investment services; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial management; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Strategic financial advisory services; Financial information and advisory services; Financial consulting |
| Goods and Services | Business consulting services; Business management of the nonprofit corporations and trade associations of others; Business management consulting, strategic planning and business advisory services provided to non-profit
corporations, foundations, and small businesses; Business management consulting and advisory services; Business advisory services; Business assistance, advisory and consulting services in the field of financial planning,
investment and asset management; Business advisory services, consultancy and information |
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 | Friday, March 7, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, October 18, 2010 |
| First Use In Commerce Date | Monday, October 18, 2010 |
| 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, March 7, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 18, 2010 |
| First Use In Commerce Date | Monday, October 18, 2010 |
Trademark Owner History
| Party Name | Sage Stone Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | La Jolla, CA 92037 |
Trademark Events
| Event Date | Event Description |
| Friday, March 7, 2025 | NEW APPLICATION ENTERED |
| Friday, March 7, 2025 | APPLICATION FILING RECEIPT MAILED |
