USPNY PRIVATE WEALTH MANAGEMENT Trademark

Trademark Overview


On Wednesday, February 7, 2024, a trademark application was filed for USPNY PRIVATE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the USPNY PRIVATE WEALTH MANAGEMENT trademark a serial number of 98395528. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, March 25, 2025. This trademark is owned by CRYSTAL WEALTH MANAGEMENT, INC.. The USPNY PRIVATE WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Insurance and financial consulting services in the field of finance, non-qualified benefit plans, deferred compensation plans, and executive compensation plans; investment advisory services; financial and investment information services; financial services, namely, planning and providing non-qualified benefit plans, deferred compensation plans, and executive compensation plans; providing financial and investment information; financial services, namely, mutual fund and general securities brokerage and investment services and wealth management services; estate planning; tax and taxation planning, advice, information and consultancy services; financial planning for retirement

Life insurance marketing and promotional services for others; promotion of insurance products, namely, life insurance, disability and long term care insurance and annuities for others; marketing and promotion of insurance and financial products through agreements with insurance companies
uspny private wealth management

General Information


Serial Number98395528
Word MarkUSPNY PRIVATE WEALTH MANAGEMENT
Filing DateWednesday, February 7, 2024
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, March 25, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 25, 2025

Trademark Statements


In Another Form StatementThe mark was first used in commerce in a different form other than that sought to be registered at least as early as 12/31/2003.
Pseudo MarkUSP NEW YORK PRIVATE WEALTH MANAGEMENT
Goods and ServicesInsurance and financial consulting services in the field of finance, non-qualified benefit plans, deferred compensation plans, and executive compensation plans; investment advisory services; financial and investment information services; financial services, namely, planning and providing non-qualified benefit plans, deferred compensation plans, and executive compensation plans; providing financial and investment information; financial services, namely, mutual fund and general securities brokerage and investment services and wealth management services; estate planning; tax and taxation planning, advice, information and consultancy services; financial planning for retirement
Goods and ServicesLife insurance marketing and promotional services for others; promotion of insurance products, namely, life insurance, disability and long term care insurance and annuities for others; marketing and promotion of insurance and financial products through agreements with insurance companies
NOT AVAILABLE"PRIVATE WEALTH MANAGEMENT"
In Another Form StatementThe mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2003.

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 7, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 7, 2024
Primary Code036
First Use Anywhere DateThursday, October 20, 2016
First Use In Commerce DateSaturday, December 31, 2016

Trademark Owner History


Party NameCRYSTAL WEALTH MANAGEMENT, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNEW YORK, NY 10036

Party NameCRYSTAL WEALTH MANAGEMENT, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNEW YORK, NY 10036

Trademark Events


Event DateEvent Description
Wednesday, February 7, 2024NEW APPLICATION ENTERED
Friday, August 30, 2024ASSIGNED TO EXAMINER
Wednesday, June 5, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, September 4, 2024NON-FINAL ACTION WRITTEN
Wednesday, September 4, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 4, 2024NON-FINAL ACTION E-MAILED
Monday, December 2, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Monday, December 2, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Monday, March 3, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 3, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 3, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 4, 2025FINAL REFUSAL E-MAILED
Tuesday, March 4, 2025FINAL REFUSAL WRITTEN
Tuesday, March 4, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 19, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 25, 2025PUBLISHED FOR OPPOSITION
Tuesday, March 25, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 4, 2025NOTIFICATION OF FINAL REFUSAL EMAILED