SOZO PRIVATE WEALTH Trademark

Trademark Overview

On Tuesday, November 5, 2024, 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 98837203. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, November 5, 2024. 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; Financial services, namely, wealth management services; Insurance services, namely, underwriting, issuance and administration of disability, life, and long-term care insurance; Investment advice

Business planning; Business succession planning
sozo private wealth

General Information

Serial Number98837203
Word MarkSOZO PRIVATE WEALTH
Filing DateTuesday, November 5, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, November 5, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Description of MarkThe mark consists of the word "SOZO" in bold typeface, with the letter "S" illustrated as coming to a point midway at the bottom of the letter, and a dot placed to the left of the point as the end of the "S"; adjacent to the right of the word "SOZO" is the phrase "PRIVATE WEALTH" in smaller typeface, with the word "PRIVATE" placed directly above the word "WEALTH".
Goods and ServicesFinancial advice and consultancy services; Financial planning; Financial services, namely, wealth management services; Insurance services, namely, underwriting, issuance and administration of disability, life, and long-term care insurance; Investment advice
Indication of Colors claimedColor is not claimed as a feature of the mark.
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".

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 5, 2024
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 DateTuesday, November 5, 2024
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 Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPeachtree Corners, GA 30092

Trademark Events

Event DateEvent Description
Tuesday, November 5, 2024NEW APPLICATION ENTERED

Related Keywords

wealth private sozo services planning financial insurance namely business advice term long care