TOPSAIL WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, July 29, 2022, a trademark application was filed for TOPSAIL WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the TOPSAIL WEALTH MANAGEMENT trademark a serial number of 97526796. The federal status of this trademark filing is REGISTERED as of Tuesday, September 5, 2023. This trademark is owned by Topsail Wealth Management, LLC. The TOPSAIL WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice and consultancy services; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Strategic financial advisory services; Financial services, namely, wealth management services
General Information
| Serial Number | 97526796 |
| Word Mark | TOPSAIL WEALTH MANAGEMENT |
| Filing Date | Friday, July 29, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 5, 2023 |
| Registration Number | 7156809 |
| Registration Date | Tuesday, September 5, 2023 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 20, 2023 |
Trademark Statements
| Goods and Services | Financial advice and consultancy services; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Strategic financial advisory services; Financial services, namely, wealth management services |
| NOT AVAILABLE | 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 | Tuesday, August 2, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 27, 2022 |
| First Use In Commerce Date | Saturday, April 30, 2022 |
Trademark Owner History
| Party Name | Topsail Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28277 |
| Party Name | Topsail Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28277 |
| Party Name | Topsail Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28277 |
Trademark Events
| Event Date | Event Description |
| Tuesday, August 2, 2022 | NEW APPLICATION ENTERED |
| Tuesday, August 2, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 16, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, May 16, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, May 16, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 16, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 16, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, May 16, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 31, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 20, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 20, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 5, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 5, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Monday, June 10, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, June 10, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, June 10, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, June 10, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
