STOCKMAN WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, September 17, 2024, a trademark application was filed for STOCKMAN WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the STOCKMAN WEALTH MANAGEMENT trademark a serial number of 98754415. The federal status of this trademark filing is REGISTERED as of Tuesday, June 3, 2025. This trademark is owned by Stockman Financial Corp.. The STOCKMAN WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Financial investment in the field of securities, real estate and property management; Financial management; Financial planning; Financial portfolio management; Financial services in the nature of investment security; Financial services, namely, wealth management services; Investment management; Investment advisory services; Investment consultancy; Providing information and research in the field of finance and financial investments; Providing a website featuring information in the field of financial investments; Financial administration of retirement plans; Financial retirement plan consulting services
Providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software
General Information
| Serial Number | 98754415 |
| Word Mark | STOCKMAN WEALTH MANAGEMENT |
| Filing Date | Tuesday, September 17, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 3, 2025 |
| Registration Number | 7817182 |
| Registration Date | Tuesday, June 3, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 15, 2025 |
Trademark Statements
| Goods and Services | Financial investment in the field of securities, real estate and property management; Financial management; Financial planning; Financial portfolio management; Financial services in the nature of investment security; Financial services, namely, wealth management services; Investment management; Investment advisory services; Investment consultancy; Providing information and research in the field of finance and financial investments; Providing a website featuring information in the field of financial investments; Financial administration of retirement plans; Financial retirement plan consulting services |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| Goods and Services | Providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software |
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 | Tuesday, September 17, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, December 31, 2016 |
| First Use In Commerce Date | Saturday, December 31, 2016 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 17, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Saturday, December 31, 2016 |
| First Use In Commerce Date | Saturday, December 31, 2016 |
Trademark Owner History
| Party Name | Stockman Financial Corp. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Miles City, MT 59301 |
| Party Name | Stockman Financial Corp. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Miles City, MT 59301 |
| Party Name | Stockman Financial Corp. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Miles City, MT 59301 |
Trademark Events
| Event Date | Event Description |
| Monday, January 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 17, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, March 18, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, March 18, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, September 17, 2024 | NEW APPLICATION ENTERED |
| Tuesday, March 18, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 18, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 18, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 9, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 15, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 15, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 3, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 3, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
