STEARNS WEALTH MANAGEMENT STEARNS WEALTH Trademark

Trademark Overview

On Thursday, February 6, 2025, a trademark application was filed for STEARNS WEALTH MANAGEMENT STEARNS WEALTH with the United States Patent and Trademark Office. The USPTO has given the STEARNS WEALTH MANAGEMENT STEARNS WEALTH trademark a serial number of 99031792. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, July 17, 2025. This trademark is owned by Stearns Wealth Management. The STEARNS WEALTH MANAGEMENT STEARNS WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of wealth management for Business planning services, namely, succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs; Insurance consultancy
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General Information

Serial Number99031792
Word MarkSTEARNS WEALTH MANAGEMENT STEARNS WEALTH
Filing DateThursday, February 6, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, July 17, 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 services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of wealth management for Business planning services, namely, succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs; Insurance consultancy

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 6, 2025
Primary Code036
First Use Anywhere DateWednesday, February 1, 2023
First Use In Commerce DateWednesday, February 1, 2023

Trademark Owner History

Party NameStearns Wealth Management
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWestport, CT 06880

Trademark Events

Event DateEvent Description
Thursday, February 6, 2025NEW APPLICATION ENTERED
Thursday, February 6, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, July 16, 2025ASSIGNED TO EXAMINER
Thursday, July 17, 2025NON-FINAL ACTION E-MAILED
Thursday, July 17, 2025NON-FINAL ACTION WRITTEN
Thursday, July 17, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, July 8, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Related Keywords

stearns wealth management services planning namely financial programs executive transfer benefits