| Serial Number | 99360375 |
| Word Mark | TRANSITIONS WEALTH MANAGEMENT |
| Filing Date | Wednesday, August 27, 2025 |
| Status | 794 - JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Status Date | Monday, June 8, 2026 |
| 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 |
| Description of Mark | The mark consists of a design an abstract design of four people comprised of four touching hearts and four circles. The stylized wording, "TRANSITIONS "appears to the right and above the stylized wording, "WEALTH MANAGEMENT ". |
| Indication of Colors claimed | The color(s) Purple, Gray, White, and Black is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "Transitions Wealth Management" |
| 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 |
| 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 |
| Party Name | Transitions Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Mertztown, PA 19539 US |
| Event Date | Event Description |
| Wednesday, August 27, 2025 | NEW APPLICATION ENTERED |
| Wednesday, August 27, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, January 16, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 16, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, January 17, 2026 | ASSIGNED TO EXAMINER |
| Friday, January 23, 2026 | NON-FINAL ACTION WRITTEN |
| Friday, January 23, 2026 | NON-FINAL ACTION E-MAILED |
| Friday, January 23, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 13, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, February 13, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 13, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 13, 2026 | NON-FINAL ACTION WRITTEN |
| Friday, February 13, 2026 | NON-FINAL ACTION E-MAILED |
| Friday, February 13, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 18, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 18, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 18, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, March 19, 2026 | FINAL REFUSAL WRITTEN |
| Thursday, March 19, 2026 | FINAL REFUSAL E-MAILED |
| Thursday, March 19, 2026 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, March 19, 2026 | EXPARTE APPEAL RECEIVED AT TTAB |
| Thursday, March 19, 2026 | EX PARTE APPEAL-INSTITUTED |
| Thursday, March 19, 2026 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Thursday, March 26, 2026 | ASSIGNED TO LIE |
| Thursday, March 26, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 26, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 8, 2026 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |