SATORI WEALTH MANAGEMENT SWM Trademark
Trademark Overview
On Friday, November 17, 2017, a trademark application was filed for SATORI WEALTH MANAGEMENT SWM with the United States Patent and Trademark Office. The USPTO has given the SATORI WEALTH MANAGEMENT SWM trademark a serial number of 87689428. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 21, 2025. This trademark is owned by Satori Wealth Management, Inc.. The SATORI WEALTH MANAGEMENT SWM trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning for retirement; Investment management; Financial services, namely, wealth management services
General Information
| Serial Number | 87689428 |
| Word Mark | SATORI WEALTH MANAGEMENT SWM |
| Filing Date | Friday, November 17, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, February 21, 2025 |
| Registration Number | 5533807 |
| Registration Date | Tuesday, August 7, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 22, 2018 |
Trademark Statements
| Description of Mark | The mark consists of the stylized word "SATORI" above the stylized words "WEALTH MANAGEMENT". A triangle flanks the wording "WEALTH MANAGEMENT" on both its left and right sides. To the left of the wording is a cube design where the three sides of the cube are formed by the stylized letters "S", "W", and "M". The wording and cube design appear in white font against a forest green background. |
| Pseudo Mark | SATORI WEALTH MANAGEMENT SATORI WEALTH MANAGEMENT |
| Goods and Services | Financial planning; Financial planning for retirement; Investment management; Financial services, namely, wealth management services |
| Indication of Colors claimed | The color(s) forest green and white is/are claimed as a feature of the mark. |
| Translation of Words in Mark | The English translation of "SATORI" in the mark is "SUDDEN ENLIGHTENMENT". |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 21, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, June 1, 2017 |
| First Use In Commerce Date | Thursday, June 1, 2017 |
Trademark Owner History
| Party Name | Satori Wealth Management, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Los Angeles, CA 90064 |
| Party Name | Satori Wealth Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Los Angeles, CA 90064 |
| Party Name | Satori Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Los Angeles, CA 90064 |
Trademark Events
| Event Date | Event Description |
| Friday, March 2, 2018 | NON-FINAL ACTION E-MAILED |
| Tuesday, November 21, 2017 | NEW APPLICATION ENTERED |
| Thursday, November 30, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 1, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, March 2, 2018 | ASSIGNED TO EXAMINER |
| Friday, March 2, 2018 | NON-FINAL ACTION WRITTEN |
| Friday, March 2, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 16, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Monday, March 5, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 16, 2018 | ASSIGNED TO LIE |
| Tuesday, March 20, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 20, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, April 13, 2018 | FINAL REFUSAL E-MAILED |
| Friday, April 13, 2018 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, April 13, 2018 | FINAL REFUSAL WRITTEN |
| Monday, April 16, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, April 16, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, May 2, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 22, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 7, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, August 7, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, February 21, 2025 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, May 22, 2018 | PUBLISHED FOR OPPOSITION |
| Monday, April 16, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Monday, April 16, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
