STEWARD WEALTH MANAGEMENT Trademark
Trademark Overview
On Wednesday, July 31, 2024, a trademark application was filed for STEWARD WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the STEWARD WEALTH MANAGEMENT trademark a serial number of 98676043. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, February 10, 2025. This trademark is owned by Cruz, Nathan D. The STEWARD WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial advisory and consultancy services; Financial advisory services; Financial planning for retirement; Investment advice; Investment advisory services; Investment management; Advice on finance during retirement; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities
General Information
| Serial Number | 98676043 |
| Word Mark | STEWARD WEALTH MANAGEMENT |
| Filing Date | Wednesday, July 31, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, February 10, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial advice; Financial advisory and consultancy services; Financial advisory services; Financial planning for retirement; Investment advice; Investment advisory services; Investment management; Advice on finance during retirement; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities |
Classification Information
| 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 | Wednesday, July 31, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, December 8, 2023 |
| First Use In Commerce Date | Monday, January 1, 2024 |
Trademark Owner History
| Party Name | Cruz, Nathan D |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Tacoma, WA 98407 |
Trademark Events
| Event Date | Event Description |
| Wednesday, July 31, 2024 | NEW APPLICATION ENTERED |
| Wednesday, July 31, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 7, 2025 | ASSIGNED TO EXAMINER |
| Monday, February 10, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, February 10, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 10, 2025 | NON-FINAL ACTION WRITTEN |
