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 PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, March 25, 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 | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, March 25, 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 | 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 | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Miles City, MT 59301 |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 17, 2024 | NEW APPLICATION ENTERED |
| 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, 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 |
