VISION WEALTH MANAGEMENT Trademark

Trademark Overview


On Friday, August 1, 2025, a trademark application was filed for VISION WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the VISION WEALTH MANAGEMENT trademark a serial number of 99315551. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, February 9, 2026. This trademark is owned by Vision Wealth Management Ltd.. The VISION WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

(Based on Use) Providing financial information; Financial administration of mutual funds; registered savings plans services, namely, savings account services; insurance services, namely, providing insurance information, insurance consultancy, insurance brokerage, insurance underwriting services for all types of insurance, assessing insurance claims, insurance risk management; (Based on 44(e)) (Based on Use) Financial asset management; Financial planning; Estate planning; Financial planning for retirement; Financial analysis and consultation; Investment management; Financial investment in the field of securities; Investment of funds for others; Financial administration of retirement plans; Wealth management; financial investment counseling; financial investments, namely, mutual fund investment; mutual fund services, namely, mutual fund distribution, mutual fund brokerage, establishing mutual funds for others, and mutual fund planning, advisory and analysis services; administration of in...
vision wealth management

General Information


Serial Number99315551
Word MarkVISION WEALTH MANAGEMENT
Filing DateFriday, August 1, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateMonday, February 9, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 3, 2026

Trademark Statements


NOT AVAILABLE"WEALTH MANAGEMENT"
Goods and Services(Based on Use) Providing financial information; Financial administration of mutual funds; registered savings plans services, namely, savings account services; insurance services, namely, providing insurance information, insurance consultancy, insurance brokerage, insurance underwriting services for all types of insurance, assessing insurance claims, insurance risk management; (Based on 44(e)) (Based on Use) Financial asset management; Financial planning; Estate planning; Financial planning for retirement; Financial analysis and consultation; Investment management; Financial investment in the field of securities; Investment of funds for others; Financial administration of retirement plans; Wealth management; financial investment counseling; financial investments, namely, mutual fund investment; mutual fund services, namely, mutual fund distribution, mutual fund brokerage, establishing mutual funds for others, and mutual fund planning, advisory and analysis services; administration of investment savings accounts; personal financial risk management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, August 1, 2025
Primary Code036
First Use Anywhere DateMonday, November 2, 2009
First Use In Commerce DateThursday, December 12, 2019

Trademark Owner History


Party NameVision Wealth Management Ltd.
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressVancouver, BC V6C 3T3

Trademark Events


Event DateEvent Description
Friday, August 1, 2025NEW APPLICATION ENTERED
Friday, August 1, 2025APPLICATION FILING RECEIPT MAILED
Friday, August 1, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 1, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, August 1, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, August 1, 2025TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
Friday, August 1, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 16, 2025ASSIGNED TO EXAMINER
Thursday, January 8, 2026NON-FINAL ACTION WRITTEN
Thursday, January 8, 2026NON-FINAL ACTION E-MAILED
Thursday, January 8, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 27, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, January 27, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, January 27, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 4, 2026EXAMINERS AMENDMENT -WRITTEN
Wednesday, February 4, 2026EXAMINERS AMENDMENT E-MAILED
Wednesday, February 4, 2026NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, February 4, 2026EXAMINER'S AMENDMENT ENTERED
Wednesday, February 4, 2026APPROVED FOR PUB - PRINCIPAL REGISTER