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
vizionary wealth management

General Information


Serial Number98851392
Word MarkVIZIONARY WEALTH MANAGEMENT
Filing DateWednesday, November 13, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, November 13, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial 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 Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 13, 2024
Primary Code036
First Use Anywhere DateTuesday, November 30, 2010
First Use In Commerce DateTuesday, November 30, 2010

Trademark Owner History


Party NameVizionary Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWilmington, DE 19802

Trademark Events


Event DateEvent Description
Wednesday, November 13, 2024NEW APPLICATION ENTERED