SUZAR WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, January 16, 2024, a trademark application was filed for SUZAR WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SUZAR WEALTH MANAGEMENT trademark a serial number of 98359708. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, September 4, 2024. The SUZAR WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice and consultancy services; Financial planning and investment advisory services; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment of funds; Investment of funds for others; Financial investment brokerage; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Global investment research services; Information, advisory, consultancy and financial research services relating to finance and investments; Management of a capital investment fund; Providing information and research in the field of finance and financial investments; Providing information in the field of wealth management; Providing information regarding financial investment strategies
General Information
| Serial Number | 98359708 |
| Word Mark | SUZAR WEALTH MANAGEMENT |
| Filing Date | Tuesday, January 16, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, September 4, 2024 |
| 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 and consultancy services; Financial planning and investment advisory services; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment of funds; Investment of funds for others; Financial investment brokerage; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Global investment research services; Information, advisory, consultancy and financial research services relating to finance and investments; Management of a capital investment fund; Providing information and research in the field of finance and financial investments; Providing information in the field of wealth management; Providing information regarding financial investment strategies |
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, January 16, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Los Altos, CA 94022 |
Trademark Events
| Event Date | Event Description |
| Tuesday, January 16, 2024 | NEW APPLICATION ENTERED |
| Saturday, May 11, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 12, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, September 4, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, September 4, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 4, 2024 | NON-FINAL ACTION E-MAILED |