| Serial Number | 98395528 |
| Word Mark | USPNY PRIVATE WEALTH MANAGEMENT |
| Filing Date | Wednesday, February 7, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, May 20, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 25, 2025 |
| In Another Form Statement | The 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 Mark | USP NEW YORK PRIVATE WEALTH MANAGEMENT |
| Goods and Services | 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 |
| Goods and Services | 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 |
| NOT AVAILABLE | "PRIVATE WEALTH MANAGEMENT" |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2003. |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, February 7, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Wednesday, February 7, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 20, 2016 |
| First Use In Commerce Date | Saturday, December 31, 2016 |
| Party Name | CRYSTAL WEALTH MANAGEMENT, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10036 |
| Party Name | CRYSTAL WEALTH MANAGEMENT, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10036 |
| Event Date | Event Description |
| Wednesday, February 7, 2024 | NEW APPLICATION ENTERED |
| Wednesday, September 4, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 5, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 30, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, September 4, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 4, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 2, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, December 2, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, March 3, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 3, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 4, 2025 | FINAL REFUSAL WRITTEN |
| Tuesday, March 4, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, March 3, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 4, 2025 | FINAL REFUSAL E-MAILED |
| Tuesday, March 4, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 25, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 25, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 20, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, March 19, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |