| Serial Number | 99360375 |
| Word Mark | TRANSITIONS WEALTH MANAGEMENT |
| Filing Date | Wednesday, August 27, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, February 13, 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, 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 |
| 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 |