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;
General Information
| Serial Number | 98648451 |
| Word Mark | SYNERGIST WEALTH |
| Filing Date | Monday, July 15, 2024 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Friday, July 18, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | 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; |
| NOT AVAILABLE | "WEALTH" |
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 | Monday, July 15, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, May 1, 2003 |
| First Use In Commerce Date | Thursday, May 1, 2003 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | CARMEL, CA 93921 |
Trademark Events
| Event Date | Event Description |
| Monday, July 15, 2024 | NEW APPLICATION ENTERED |
| Monday, January 27, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, January 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 13, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, February 13, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, February 13, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, May 9, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, May 9, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, June 17, 2025 | WITHDRAWAL OF ATTORNEY GRANTED |
| Thursday, July 17, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 17, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, July 17, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 23, 2025 | WITHDRAWAL OF ATTORNEY GRANTED |
| Wednesday, July 23, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
| Friday, July 18, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 17, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
