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 REGISTERED as of Tuesday, August 7, 2018. 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 | 700 - REGISTERED |
| Status Date | Tuesday, August 7, 2018 |
| Registration Number | 5533807 |
| Registration Date | Tuesday, August 7, 2018 |
| Mark Drawing | 3000 - 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". |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
Classification Information
| 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 | Thursday, November 30, 2017 |
| 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 |
| Monday, August 7, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, August 7, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 22, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 22, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 2, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, April 16, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, April 16, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Monday, April 16, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, April 16, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Monday, April 16, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, April 13, 2018 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, April 13, 2018 | FINAL REFUSAL E-MAILED |
| Friday, April 13, 2018 | FINAL REFUSAL WRITTEN |
| Tuesday, March 20, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 20, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 16, 2018 | ASSIGNED TO LIE |
| Monday, March 5, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 2, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 2, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, March 2, 2018 | NON-FINAL ACTION WRITTEN |
| Friday, March 2, 2018 | ASSIGNED TO EXAMINER |
| Friday, December 1, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, November 30, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 21, 2017 | NEW APPLICATION ENTERED |
