TRITONPOINT WEALTH Trademark

Trademark Overview


On Monday, November 27, 2023, a trademark application was filed for TRITONPOINT WEALTH with the United States Patent and Trademark Office. The USPTO has given the TRITONPOINT WEALTH trademark a serial number of 98285769. The federal status of this trademark filing is REGISTERED as of Tuesday, November 5, 2024. This trademark is owned by TritonPoint Wealth, LLC. The TRITONPOINT WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; Financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment 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; 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 management services, namely, advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, educati...
tritonpoint wealth

General Information


Serial Number98285769
Word MarkTRITONPOINT WEALTH
Filing DateMonday, November 27, 2023
Status700 - REGISTERED
Status DateTuesday, November 5, 2024
Registration Number7556294
Registration DateTuesday, November 5, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 20, 2024

Trademark Statements


Goods and ServicesFinancial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; Financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment 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; 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 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
NOT AVAILABLE"WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 17, 2024
Primary Code036
First Use Anywhere DateWednesday, October 18, 2023
First Use In Commerce DateWednesday, October 18, 2023

Trademark Owner History


Party NameTritonPoint Wealth, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressChevy Chase, MD 20815

Party NameTritonPoint Wealth, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressChevy Chase, MD 20815

Party NameTritonPoint Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChevy Chase, MD 20815

Trademark Events


Event DateEvent Description
Thursday, November 30, 2023NEW APPLICATION ENTERED
Wednesday, January 17, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, July 16, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, July 16, 2024EXAMINERS AMENDMENT -WRITTEN
Wednesday, June 26, 2024ASSIGNED TO EXAMINER
Tuesday, July 16, 2024EXAMINERS AMENDMENT E-MAILED
Tuesday, July 16, 2024EXAMINER'S AMENDMENT ENTERED
Tuesday, July 16, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, July 31, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 20, 2024PUBLISHED FOR OPPOSITION
Tuesday, August 20, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 5, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, November 5, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED