| Serial Number | 98516678 |
| Word Mark | TRAVEKA WEALTH |
| Filing Date | Wednesday, April 24, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 22, 2024 |
| Registration Number | 7544978 |
| Registration Date | Tuesday, October 22, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 6, 2024 |
| Description of Mark | The mark consists of two sets of perpendicular lines, positioned on a diagonal and stacked on top of each other, where the bottom line is thicker. Above the top line is a semi-circle, positioned on the left side. The words "TRAVEKA WEALTH" are positioned to the right of the stylized design, with the word "TRAVEKA" positioned above the word "WEALTH". |
| Goods and Services | Financial services, namely, investment fund transfer and transaction services, financial services in the nature of an investment security, financial services, namely, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment management and consultation services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial management, namely, trust and estate financial administration services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial advisory and financial management services, namely, advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH" |
| 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, April 24, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, April 19, 2024 |
| First Use In Commerce Date | Friday, April 19, 2024 |
| Party Name | Traveka Wealth, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Jose, CA 95129 |
| Party Name | Traveka Wealth, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Jose, CA 95129 |
| Party Name | Traveka Wealth, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Jose, CA 95129 |
| Event Date | Event Description |
| Wednesday, April 24, 2024 | NEW APPLICATION ENTERED |
| Tuesday, June 18, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, June 18, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, June 18, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 18, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 28, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 28, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 28, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 1, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 17, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 6, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 6, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 22, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 22, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |