SOZO PRIVATE WEALTH Trademark

Trademark Overview


On Monday, September 11, 2023, a trademark application was filed for SOZO PRIVATE WEALTH with the United States Patent and Trademark Office. The USPTO has given the SOZO PRIVATE WEALTH trademark a serial number of 98174048. The federal status of this trademark filing is STATEMENT OF USE - TO EXAMINER as of Thursday, July 31, 2025. This trademark is owned by 139 Enterprises, LLC. The SOZO PRIVATE WEALTH trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial advice and consultancy services; Financial planning; Insurance services, namely, underwriting, issuance and administration of disability, life, and long-term care insurance; Investment advice; Financial services, namely, wealth management services

Business planning; Business succession planning
sozo private wealth

General Information


Serial Number98174048
Word MarkSOZO PRIVATE WEALTH
Filing DateMonday, September 11, 2023
Status748 - STATEMENT OF USE - TO EXAMINER
Status DateThursday, July 31, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 13, 2024

Trademark Statements


Goods and ServicesFinancial advice and consultancy services; Financial planning; Insurance services, namely, underwriting, issuance and administration of disability, life, and long-term care insurance; Investment advice; Financial services, namely, wealth management services
Goods and ServicesBusiness planning; Business succession planning
Translation of Words in MarkThe English translation of "sozo" in the mark is "to save" or "to deliver".
NOT AVAILABLE"PRIVATE WEALTH"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, September 11, 2023
Primary Code035
First Use Anywhere DateSaturday, July 1, 2023
First Use In Commerce DateSaturday, July 1, 2023

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, September 11, 2023
Primary Code036
First Use Anywhere DateSaturday, July 1, 2023
First Use In Commerce DateSaturday, July 1, 2023

Trademark Owner History


Party Name139 Enterprises, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPeachtree Corners, GA 30092

Party Name139 Enterprises, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPeachtree Corners, GA 30092

Trademark Events


Event DateEvent Description
Monday, September 11, 2023NEW APPLICATION ENTERED
Wednesday, November 22, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, May 6, 2024ASSIGNED TO EXAMINER
Wednesday, May 8, 2024NON-FINAL ACTION WRITTEN
Wednesday, May 8, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 8, 2024NON-FINAL ACTION E-MAILED
Friday, May 17, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 17, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 17, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, July 3, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 24, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 13, 2024PUBLISHED FOR OPPOSITION
Tuesday, August 13, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, October 31, 2024USE AMENDMENT FILED
Thursday, October 31, 2024TEAS STATEMENT OF USE RECEIVED
Thursday, July 31, 2025STATEMENT OF USE PROCESSING COMPLETE
Tuesday, October 8, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT