VIZIONARY WEALTH MANAGEMENT Trademark
Trademark Overview
On Wednesday, November 13, 2024, a trademark application was filed for VIZIONARY WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the VIZIONARY WEALTH MANAGEMENT trademark a serial number of 98851392. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, November 13, 2024. This trademark is owned by Vizionary Wealth Management, LLC. The VIZIONARY WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice and consultancy services; financial services, namely wealth management services; financial services, namely estate settlement services; financial services, namely investment and financial asset management services; financial services, namely retirement plan consulting; financial services, namely management of planned giving for non-profit and charitable organizations; financial services, namely management of and consultancy for executive compensation packages; financial services, namely financial advice relating to taxes; financial services, namely insurance consultancy services; financial services, namely management of funds for education costs; financial services, namely financial portfolio management
General Information
| Serial Number | 98851392 |
| Word Mark | VIZIONARY WEALTH MANAGEMENT |
| Filing Date | Wednesday, November 13, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, November 13, 2024 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial advice and consultancy services; financial services, namely wealth management services; financial services, namely estate settlement services; financial services, namely investment and financial asset management services; financial services, namely retirement plan consulting; financial services, namely management of planned giving for non-profit and charitable organizations; financial services, namely management of and consultancy for executive compensation packages; financial services, namely financial advice relating to taxes; financial services, namely insurance consultancy services; financial services, namely management of funds for education costs; financial services, namely financial portfolio management |
Classification Information
| 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, November 13, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 30, 2010 |
| First Use In Commerce Date | Tuesday, November 30, 2010 |
Trademark Owner History
| Party Name | Vizionary Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Wilmington, DE 19802 |
Trademark Events
| Event Date | Event Description |
| Wednesday, November 13, 2024 | NEW APPLICATION ENTERED |
| Saturday, April 26, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
