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 SUSPENSION LETTER - MAILED as of Thursday, July 10, 2025. 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 management of funds for education costs; financial services, namely financial portfolio management; excluding insurance brokerage services
General Information
| Serial Number | 98851392 |
| Word Mark | VIZIONARY WEALTH MANAGEMENT |
| Filing Date | Wednesday, November 13, 2024 |
| Status | 653 - SUSPENSION LETTER - MAILED |
| Status Date | Thursday, July 10, 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 | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | VISIONARY WEALTH MANAGEMENT |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| 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 management of funds for education costs; financial services, namely financial portfolio management; excluding insurance brokerage services |
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 |
| Thursday, May 8, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, May 21, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 21, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 21, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 12, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 12, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 12, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 10, 2025 | SUSPENSION LETTER WRITTEN |
| Thursday, July 10, 2025 | LETTER OF SUSPENSION E-MAILED |
| Thursday, July 10, 2025 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Thursday, October 23, 2025 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Thursday, October 23, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, October 23, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
