SW Trademark

Trademark Overview


On Friday, November 3, 2023, a trademark application was filed for SW with the United States Patent and Trademark Office. The USPTO has given the SW trademark a serial number of 98253830. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, July 1, 2024. This trademark is owned by Stone Wall Financial Group LLC. The SW trademark is filed in the Insurance & Financial Services category with the following description:

Advice on finance during retirement; Estate planning; Estate trust planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, providing strategies for wealth accumulation and management, investments, tax strategies, retirement solutions, and financial planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Investment consultancy; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial information; Providing information and advice in the f...
sw

General Information


Serial Number98253830
Word MarkSW
Filing DateFriday, November 3, 2023
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateMonday, July 1, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 6, 2024

Trademark Statements


Description of MarkThe mark consists of a stylized font of the text "S" and "W" separated by a line representing a corner of a wall. The design is in greyscale and no colors are claimed.
Pseudo MarkSTONE WALL
Goods and ServicesAdvice on finance during retirement; Estate planning; Estate trust planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, providing strategies for wealth accumulation and management, investments, tax strategies, retirement solutions, and financial planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Investment consultancy; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services; Financial investment brokerage services; Financial risk management; Financial advice relating to tax; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Indication of Colors claimedColor is not claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 3, 2023
Primary Code036
First Use Anywhere DateFriday, September 1, 2023
First Use In Commerce DateFriday, September 1, 2023

Trademark Owner History


Party NameStone Wall Financial Group LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Antonio, TX 78258

Trademark Events


Event DateEvent Description
Friday, November 3, 2023NEW APPLICATION ENTERED
Thursday, June 13, 2024ASSIGNED TO EXAMINER
Thursday, June 20, 2024NON-FINAL ACTION WRITTEN
Thursday, June 20, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 26, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, January 22, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 23, 2024NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, June 20, 2024NON-FINAL ACTION E-MAILED
Wednesday, June 26, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 26, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, June 27, 2024APPROVED FOR PUB - PRINCIPAL REGISTER