| Serial Number | 99073696 |
| Word Mark | SAGE STONE WEALTH MANAGEMENT |
| Filing Date | Friday, March 7, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, March 10, 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 | Tuesday, March 10, 2026 |
| 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. |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| 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 |
| 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 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, March 8, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, November 14, 2015 |
| First Use In Commerce Date | Saturday, November 14, 2015 |
| 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 | Saturday, March 8, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 14, 2015 |
| First Use In Commerce Date | Saturday, November 14, 2015 |
| Party Name | Sage Stone Wealth Management LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | La Jolla, CA 92037 US |
| Party Name | Sage Stone Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | La Jolla, CA 92037 US |
| Event Date | Event Description |
| Friday, March 7, 2025 | NEW APPLICATION ENTERED |
| Friday, March 7, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, July 28, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, July 28, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, August 10, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 11, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 11, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, August 11, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 10, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, November 10, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, January 15, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, January 15, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, January 15, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 16, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 4, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 10, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 10, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |