SGI WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, April 15, 2022, a trademark application was filed for SGI WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SGI WEALTH MANAGEMENT trademark a serial number of 97366282. The federal status of this trademark filing is REGISTERED as of Tuesday, July 25, 2023. This trademark is owned by SGI Wealth Management LLC. The SGI WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services; Financial planning and investment advisory services; Insurance brokerage; Insurance consultancy; Investment consultancy; Investment management
General Information
| Serial Number | 97366282 |
| Word Mark | SGI WEALTH MANAGEMENT |
| Filing Date | Friday, April 15, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 25, 2023 |
| Registration Number | 7118939 |
| Registration Date | Tuesday, July 25, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 9, 2023 |
Trademark Statements
| Description of Mark | The mark consists of a blue square with the outline of a white light house above two curved white lines above the stylized words "SGI WEALTH" in blue with the word "Management" below in gray, centered between two blue lines. |
| Goods and Services | Financial advisory and consultancy services; Financial planning and investment advisory services; Insurance brokerage; Insurance consultancy; Investment consultancy; Investment management |
| Indication of Colors claimed | The color(s) blue, white and gray is/are claimed as a feature of the mark. |
| 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 | Friday, April 22, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, December 1, 2021 |
| First Use In Commerce Date | Wednesday, December 1, 2021 |
Trademark Owner History
| Party Name | SGI Wealth Management LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Voorhees, NJ 08043 |
| Party Name | SGI Wealth Management LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Voorhees, NJ 08043 |
| Party Name | SGI Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Voorhees, NJ 08043 |
Trademark Events
| Event Date | Event Description |
| Tuesday, July 25, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 25, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 9, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 9, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 19, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, April 3, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 7, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 6, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 6, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 8, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 8, 2023 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 8, 2023 | NON-FINAL ACTION WRITTEN |
| Wednesday, February 1, 2023 | ASSIGNED TO EXAMINER |
| Saturday, April 23, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, April 22, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, April 19, 2022 | NEW APPLICATION ENTERED |
