| Serial Number | 98685946 |
| Word Mark | TRIO WEALTH MANAGEMENT |
| Filing Date | Tuesday, August 6, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 20, 2025 |
| Registration Number | 7799694 |
| Registration Date | Tuesday, May 20, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 1, 2025 |
| Description of Mark | The 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 Services | Financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| 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 | Tuesday, August 6, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 3, 2023 |
| First Use In Commerce Date | Friday, November 3, 2023 |
| Party Name | Trio Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Great Falls, VA 22066 |
| Party Name | Trio Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Great Falls, VA 22066 |
| Party Name | Trio Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Great Falls, VA 22066 |
| Event Date | Event Description |
| Wednesday, August 7, 2024 | NEW APPLICATION ENTERED |
| Friday, February 21, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, February 21, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, February 23, 2025 | ASSIGNED TO EXAMINER |
| Thursday, February 27, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, February 27, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, February 27, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, February 27, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 27, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 27, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, February 27, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, March 5, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 26, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 1, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 1, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 20, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 20, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |