TREETOP WEALTH MANAGEMENT LLC Trademark

Trademark Overview

On Tuesday, August 18, 2015, a trademark application was filed for TREETOP WEALTH MANAGEMENT LLC with the United States Patent and Trademark Office. The USPTO has given the TREETOP WEALTH MANAGEMENT LLC trademark a serial number of 86727984. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, October 15, 2025. This trademark is owned by TREETOP WEALTH MANAGEMENT, LLC. The TREETOP WEALTH MANAGEMENT LLC trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice; Financial advice and consultancy services; Financial consultation in the field of risk management policies, innovative investment strategies and creative planning solutions; Financial consulting; Financial planning; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services
treetop wealth management llc

General Information

Serial Number86727984
Word MarkTREETOP WEALTH MANAGEMENT LLC
Filing DateTuesday, August 18, 2015
Status800 - REGISTERED AND RENEWED
Status DateWednesday, October 15, 2025
Registration Number4976671
Registration DateTuesday, June 14, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 23, 2016

Trademark Statements

Goods and ServicesFinancial advice; Financial advice and consultancy services; Financial consultation in the field of risk management policies, innovative investment strategies and creative planning solutions; Financial consulting; Financial planning; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services
NOT AVAILABLE"WEALTH MANAGEMENT, LLC"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, August 21, 2015
Primary Code036
First Use Anywhere DateMonday, November 1, 2010
First Use In Commerce DateMonday, November 1, 2010

Trademark Owner History

Party NameTREETOP WEALTH MANAGEMENT, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNorthfield, IL 60093
Party NameTREETOP WEALTH MANAGEMENT, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNorthfield, IL 60093
Party NameTREETOP WEALTH MANAGEMENT, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNorthfield, IL 60093

Trademark Events

Event DateEvent Description
Friday, August 21, 2015NEW APPLICATION ENTERED
Friday, August 21, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, December 2, 2015ASSIGNED TO EXAMINER
Friday, December 4, 2015NON-FINAL ACTION WRITTEN
Friday, December 4, 2015NON-FINAL ACTION E-MAILED
Friday, December 4, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, December 4, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 4, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 4, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 17, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 3, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 23, 2016PUBLISHED FOR OPPOSITION
Tuesday, February 23, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, March 17, 2016OPPOSITION PAPERS RECEIVED AT TTAB
Thursday, March 17, 2016OPPOSITION INSTITUTED NO. 999999
Tuesday, May 10, 2016OPPOSITION DISMISSED NO. 999999
Tuesday, May 10, 2016OPPOSITION TERMINATED NO. 999999
Tuesday, May 10, 2016TTAB RELEASE CASE TO TRADEMARKS
Tuesday, June 14, 2016REGISTERED-PRINCIPAL REGISTER
Monday, June 14, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, July 6, 2021TEAS SECTION 8 & 15 RECEIVED
Friday, October 15, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, October 15, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, October 15, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, June 14, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, June 23, 2025TEAS SECTION 8 & 9 RECEIVED
Wednesday, October 15, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, October 15, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, October 15, 2025REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, October 15, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

management wealth treetop financial planning services consultation advice solutions consulting namely