SYNERGIST WEALTH Trademark

Trademark Overview


On Monday, July 15, 2024, a trademark application was filed for SYNERGIST WEALTH with the United States Patent and Trademark Office. The USPTO has given the SYNERGIST WEALTH trademark a serial number of 98648451. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Friday, July 18, 2025. The SYNERGIST WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Wealth planning; Wealth management; Investment management; Financial advisory and consultancy services, namely, investment advice, financial planning, estate planning, information concerning insurance, advice regarding monetary donations;
synergist wealth

General Information


Serial Number98648451
Word MarkSYNERGIST WEALTH
Filing DateMonday, July 15, 2024
Status680 - APPROVED FOR PUBLICATION
Status DateFriday, July 18, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesWealth planning; Wealth management; Investment management; Financial advisory and consultancy services, namely, investment advice, financial planning, estate planning, information concerning insurance, advice regarding monetary donations;
NOT AVAILABLE"WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 15, 2024
Primary Code036
First Use Anywhere DateThursday, May 1, 2003
First Use In Commerce DateThursday, May 1, 2003

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressCARMEL, CA 93921

Trademark Events


Event DateEvent Description
Monday, July 15, 2024NEW APPLICATION ENTERED
Monday, January 27, 2025ASSIGNED TO EXAMINER
Wednesday, January 15, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, February 13, 2025NON-FINAL ACTION E-MAILED
Thursday, February 13, 2025NON-FINAL ACTION WRITTEN
Thursday, February 13, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, May 9, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Friday, May 9, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, June 17, 2025WITHDRAWAL OF ATTORNEY GRANTED
Thursday, July 17, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 17, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, July 17, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 23, 2025WITHDRAWAL OF ATTORNEY GRANTED
Wednesday, July 23, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Friday, July 18, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 17, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED