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 REGISTERED as of Tuesday, October 28, 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 | 700 - REGISTERED |
| Status Date | Tuesday, October 28, 2025 |
| Registration Number | 8000769 |
| Registration Date | Tuesday, October 28, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 9, 2025 |
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 | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Edina, MN 55435 |
| Party Name | Tradition Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Edina, MN 55435 |
| 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 |
| Tuesday, January 14, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 23, 2025 | ASSIGNED TO EXAMINER |
| Monday, July 7, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, July 7, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, July 7, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 14, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 14, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 14, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, August 8, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 3, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 9, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 9, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 28, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 28, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
