| Serial Number | 98837203 |
| Word Mark | SOZO PRIVATE WEALTH |
| Filing Date | Tuesday, November 5, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 12, 2025 |
| Registration Number | 7887866 |
| Registration Date | Tuesday, August 12, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 24, 2025 |
| Description of Mark | The 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 Services | 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Business planning; Business succession planning |
| NOT AVAILABLE | "PRIVATE WEALTH" |
| Translation of Words in Mark | The English translation of "SOZO" in the mark is "to save" or "to deliver". |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 5, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, July 1, 2023 |
| First Use In Commerce Date | Saturday, July 1, 2023 |
| 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 | Tuesday, November 5, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, July 1, 2023 |
| First Use In Commerce Date | Saturday, July 1, 2023 |
| Party Name | 139 Enterprises, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Peachtree Corners, GA 30092 |
| Party Name | 139 Enterprises, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Peachtree Corners, GA 30092 |
| Party Name | 139 Enterprises, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Peachtree Corners, GA 30092 |
| Event Date | Event Description |
| Tuesday, November 5, 2024 | NEW APPLICATION ENTERED |
| Friday, May 2, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, May 2, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, May 3, 2025 | ASSIGNED TO EXAMINER |
| Monday, May 19, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Monday, May 19, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Monday, May 19, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, May 19, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, May 19, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 18, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 24, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 24, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 12, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 12, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Friday, May 16, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, May 16, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, May 16, 2025 | NON-FINAL ACTION WRITTEN |