| Serial Number | 98391970 |
| Word Mark | W WEALTH ADVOCATE G R O U P |
| Filing Date | Monday, February 5, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 21, 2025 |
| Registration Number | 7659027 |
| Registration Date | Tuesday, January 21, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 3, 2024 |
| Description of Mark | The mark consists of a stylized blue "W" that with a green mountain in the lower negative space. Below is the wording "Wealth Advocate" in blue, and below that is the word "G R O U P" in blue. |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 04/05/2018. |
| Pseudo Mark | W WEALTH ADVOCATE GROUP |
| Goods and Services | Advice relating to investments; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Investment advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; On-line financial planning services |
| Indication of Colors claimed | The colors blue and green are claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH ADVOCATE GROUP" |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 04/05/2018. |
| 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 | Monday, February 5, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, April 5, 2018 |
| First Use In Commerce Date | Thursday, April 5, 2018 |
| Party Name | Wealth Advocate Partners LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Beachwood, OH 44122 |
| Party Name | Wealth Advocate Partners LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Beachwood, OH 44122 |
| Party Name | Wealth Advocate Partners LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Beachwood, OH 44122 |
| Event Date | Event Description |
| Monday, February 5, 2024 | NEW APPLICATION ENTERED |
| Tuesday, June 4, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 29, 2024 | ASSIGNED TO EXAMINER |
| Friday, September 6, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, September 6, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 4, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, September 6, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, November 8, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, November 8, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, November 8, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, November 8, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 8, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, November 27, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 3, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 3, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 21, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 21, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |