VALORA WEALTH PARTNERS Trademark

Trademark Overview


On Friday, July 14, 2023, a trademark application was filed for VALORA WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the VALORA WEALTH PARTNERS trademark a serial number of 98085111. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, April 9, 2024. This trademark is owned by Adviser Investments, LLC. The VALORA WEALTH PARTNERS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial services, namely, wealth management services, investment advisory services, family office wealth and investment management services, estate planning, trustee services, and consultancy services relating to insurance and financial risk management

Tax and taxation planning, advice, information and consultancy services
valora wealth partners

General Information


Serial Number98085111
Word MarkVALORA WEALTH PARTNERS
Filing DateFriday, July 14, 2023
Status688 - NOTICE OF ALLOWANCE - ISSUED
Status DateTuesday, April 9, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 13, 2024

Trademark Statements


Goods and ServicesFinancial services, namely, wealth management services, investment advisory services, family office wealth and investment management services, estate planning, trustee services, and consultancy services relating to insurance and financial risk management
Goods and ServicesTax and taxation planning, advice, information and consultancy services
Translation of Words in MarkThe English translation of the word "VALORA" in the mark is TO VALUE.
Disclaimer with Predetermined Text"WEALTH PARTNERS"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 14, 2023
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, 102, 101
Class Status Code6 - Active
Class Status DateMonday, August 14, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameRWA Wealth Partners LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNewton, MA 02459

Party NameRWA Wealth Partners LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressNewton, MA 02459

Party NameAdviser Investments, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNewton, MA 02459

Trademark Events


Event DateEvent Description
Tuesday, April 9, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 13, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 13, 2024PUBLISHED FOR OPPOSITION
Wednesday, January 24, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, January 10, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 10, 2024EXAMINER'S AMENDMENT ENTERED
Wednesday, January 10, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, January 10, 2024EXAMINERS AMENDMENT E-MAILED
Wednesday, January 10, 2024EXAMINERS AMENDMENT -WRITTEN
Friday, January 5, 2024ASSIGNED TO EXAMINER
Monday, August 14, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, July 18, 2023NEW APPLICATION ENTERED