TERRY MORTON WEALTH ADVISORS Trademark
Trademark Overview
On Thursday, June 20, 2024, a trademark application was filed for TERRY MORTON WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the TERRY MORTON WEALTH ADVISORS trademark a serial number of 98610282. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Saturday, December 21, 2024. The TERRY MORTON WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial administration of retirement plans; Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Investment advisory services
General Information
| Serial Number | 98610282 |
| Word Mark | TERRY MORTON WEALTH ADVISORS |
| Filing Date | Thursday, June 20, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Saturday, December 21, 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 administration of retirement plans; Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Investment advisory services |
| NOT AVAILABLE | "WEALTH ADVISORS" |
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 | Thursday, June 20, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, February 29, 2020 |
| First Use In Commerce Date | Saturday, February 29, 2020 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Milwaukee, WI 53212 |
Trademark Events
| Event Date | Event Description |
| Thursday, June 20, 2024 | NEW APPLICATION ENTERED |
| Thursday, June 20, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, December 21, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, December 21, 2024 | NON-FINAL ACTION E-MAILED |
| Saturday, December 21, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, December 20, 2024 | ASSIGNED TO EXAMINER |
