TRADITION WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, January 13, 2025, a trademark application was filed for TRADITION WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the TRADITION WEALTH MANAGEMENT trademark a serial number of 98957884. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Friday, August 8, 2025. This trademark is owned by Tradition Wealth Management, LLC. The TRADITION WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services; Insurance services, namely, underwriting, issuing and administration of life insurance.
General Information
| Serial Number | 98957884 |
| Word Mark | TRADITION WEALTH MANAGEMENT |
| Filing Date | Monday, January 13, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Friday, August 8, 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 | Financial services, namely, wealth management services; Insurance services, namely, underwriting, issuing and administration of life insurance. |
| 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 | Monday, January 13, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, February 14, 2003 |
| First Use In Commerce Date | Friday, February 14, 2003 |
Trademark Owner History
| Party Name | Tradition Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Edina, MN 55435 |
Trademark Events
| Event Date | Event Description |
| Monday, January 13, 2025 | NEW APPLICATION ENTERED |
| Monday, July 7, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, January 14, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 23, 2025 | ASSIGNED TO EXAMINER |
| Monday, July 7, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, July 14, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 7, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, July 14, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, August 8, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, July 14, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
