TRIO WEALTH MANAGEMENT Trademark

Trademark Overview


On Tuesday, August 6, 2024, a trademark application was filed for TRIO WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the TRIO WEALTH MANAGEMENT trademark a serial number of 98685946. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, August 7, 2024. This trademark is owned by Trio Wealth Management, LLC. The TRIO WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services
trio wealth management

General Information


Serial Number98685946
Word MarkTRIO WEALTH MANAGEMENT
Filing DateTuesday, August 6, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, August 7, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of the wording TRIO WEALTH MANAGEMENT wherein the word TRIO is almost completely encircled by a stylized circular design and the word MANAGEMENT is positioned below the word WEALTH, which is on the same line as and to the left of the word TRIO.
Goods and ServicesFinancial services, namely, wealth management services
Indication of Colors claimedColor is not claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 6, 2024
Primary Code036
First Use Anywhere DateFriday, November 3, 2023
First Use In Commerce DateFriday, November 3, 2023

Trademark Owner History


Party NameTrio Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGreat Falls, VA 22066

Trademark Events


Event DateEvent Description
Wednesday, August 7, 2024NEW APPLICATION ENTERED