TRANSITIONS WEALTH MANAGEMENT Trademark
Trademark Overview
On Wednesday, August 27, 2025, a trademark application was filed for TRANSITIONS WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the TRANSITIONS WEALTH MANAGEMENT trademark a serial number of 99360375. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, August 27, 2025. This trademark is owned by Transitions Wealth Management, LLC. The TRANSITIONS WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Providing life insurance information; Services of a stockbroker
General Information
| Serial Number | 99360375 |
| Word Mark | TRANSITIONS WEALTH MANAGEMENT |
| Filing Date | Wednesday, August 27, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, August 27, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of Transitions Font is Belwe Medium. The Wealth Management Font is Avenir Heavy. The symbol is 4 people in the shape of hearts with a filled in circle at the top "v" which represents their heads. The shapes connect to give the impression of people holding hands. The over shape is a diamond. |
| Goods and Services | Financial wealth management services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Providing life insurance information; Services of a stockbroker |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "Transitions "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, August 27, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 21, 2021 |
| First Use In Commerce Date | Friday, May 21, 2021 |
Trademark Owner History
| Party Name | Transitions Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Mertztown, PA 19539 |
Trademark Events
| Event Date | Event Description |
| Wednesday, August 27, 2025 | NEW APPLICATION ENTERED |
| Wednesday, August 27, 2025 | APPLICATION FILING RECEIPT MAILED |
