TECH WEALTH MANAGEMENT Trademark
Trademark Overview
On Thursday, December 1, 2022, a trademark application was filed for TECH WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the TECH WEALTH MANAGEMENT trademark a serial number of 97700332. The federal status of this trademark filing is SU - REGISTRATION REVIEW COMPLETE as of Wednesday, March 20, 2024. This trademark is owned by Technology Credit Union. The TECH WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Banking services; checking account services; credit card transaction processing services; debit card transaction processing services; financial planning; individual retirement account services; savings account services; securities brokerage; banking services featuring the provision of certificates of deposit; financial planning for retirement; financial services, namely, wealth management services
General Information
| Serial Number | 97700332 |
| Word Mark | TECH WEALTH MANAGEMENT |
| Filing Date | Thursday, December 1, 2022 |
| Status | 819 - SU - REGISTRATION REVIEW COMPLETE |
| Status Date | Wednesday, March 20, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 1, 2023 |
Trademark Statements
| Description of Mark | The mark consists of a stylized circle comprised of partially shaded curved triangles followed by the words "TECH WEALTH" to the right; the word "MANAGEMENT" appears under "TECH WEALTH". |
| Goods and Services | Banking services; checking account services; credit card transaction processing services; debit card transaction processing services; financial planning; individual retirement account services; savings account services; securities brokerage; banking services featuring the provision of certificates of deposit; financial planning for retirement; financial services, namely, wealth management services |
| Section 2(f) Limitation Statement | As to "TECH WEALTH MANAGEMENT" |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
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 | Wednesday, December 28, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, February 22, 2024 |
| First Use In Commerce Date | Thursday, February 22, 2024 |
Trademark Owner History
| Party Name | Technology Credit Union |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Jose, CA 95131 |
| Party Name | Technology Credit Union |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Jose, CA 95131 |
Trademark Events
| Event Date | Event Description |
| Thursday, March 21, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, March 20, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, March 19, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, February 26, 2024 | USE AMENDMENT FILED |
| Tuesday, March 19, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, February 26, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, September 26, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 1, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 1, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 12, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, June 29, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 13, 2023 | ASSIGNED TO EXAMINER |
| Thursday, December 29, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, December 28, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 5, 2022 | NEW APPLICATION ENTERED |
