SMART NEST EGG Trademark

Trademark Overview


On Tuesday, May 12, 2020, a trademark application was filed for SMART NEST EGG with the United States Patent and Trademark Office. The USPTO has given the SMART NEST EGG trademark a serial number of 88912410. The federal status of this trademark filing is REGISTERED as of Tuesday, December 1, 2020. This trademark is owned by Monterey Private Wealth, Inc.. The SMART NEST EGG trademark is filed in the Insurance & Financial Services category with the following description:

Providing information, news and commentary in the field of financial, retirement and education expense planning and investment management
smart nest egg

General Information


Serial Number88912410
Word MarkSMART NEST EGG
Filing DateTuesday, May 12, 2020
Status700 - REGISTERED
Status DateTuesday, December 1, 2020
Registration Number6210544
Registration DateTuesday, December 1, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 15, 2020

Trademark Statements


Disclaimer with Predetermined Text"NEST EGG"
Goods and ServicesProviding information, news and commentary in the field of financial, retirement and education expense planning and investment management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 26, 2020
Primary Code036
First Use Anywhere DateFriday, March 6, 2020
First Use In Commerce DateFriday, March 6, 2020

Trademark Owner History


Party NameMonterey Private Wealth, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMonterey, CA 93940

Party NameMonterey Private Wealth, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMonterey, CA 93940

Party NameMonterey Private Wealth, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMonterey, CA 93940

Trademark Events


Event DateEvent Description
Tuesday, December 1, 2020REGISTERED-PRINCIPAL REGISTER
Tuesday, September 15, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 15, 2020PUBLISHED FOR OPPOSITION
Wednesday, August 26, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 11, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, August 10, 2020EXAMINER'S AMENDMENT ENTERED
Monday, August 10, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, August 10, 2020EXAMINERS AMENDMENT E-MAILED
Monday, August 10, 2020EXAMINERS AMENDMENT -WRITTEN
Sunday, August 9, 2020ASSIGNED TO EXAMINER
Tuesday, May 26, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, May 15, 2020NEW APPLICATION ENTERED IN TRAM