SIESTA WEALTH Trademark

Trademark Overview


On Saturday, December 28, 2024, a trademark application was filed for SIESTA WEALTH with the United States Patent and Trademark Office. The USPTO has given the SIESTA WEALTH trademark a serial number of 98926298. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, June 11, 2025. This trademark is owned by Forthright Financial Planning. The SIESTA WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Providing information in the field of wealth management
siesta wealth

General Information


Serial Number98926298
Word MarkSIESTA WEALTH
Filing DateSaturday, December 28, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateWednesday, June 11, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Providing information in the field of wealth management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, December 28, 2024
Primary Code036
First Use Anywhere DateSunday, December 1, 2024
First Use In Commerce DateSunday, December 1, 2024

Trademark Owner History


Party NameForthright Financial Planning
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSarasota, FL 34236

Trademark Events


Event DateEvent Description
Saturday, December 28, 2024NEW APPLICATION ENTERED
Saturday, December 28, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, June 11, 2025ASSIGNED TO EXAMINER
Wednesday, June 11, 2025NON-FINAL ACTION E-MAILED
Wednesday, June 11, 2025NON-FINAL ACTION WRITTEN
Wednesday, June 11, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED