WALDRON PRIVATE WEALTH Trademark

Trademark Overview


On Wednesday, September 4, 2024, a trademark application was filed for WALDRON PRIVATE WEALTH with the United States Patent and Trademark Office. The USPTO has given the WALDRON PRIVATE WEALTH trademark a serial number of 98732185. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, September 4, 2024. This trademark is owned by Waldron Private Wealth. The WALDRON PRIVATE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Aircraft appraisal and valuation services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Credit risk management; Debt management services; Estate planning; Estate trust management; Estate trust planning; Financial advice relating to income tax; Financial advice, namely, budget planning; Financial counseling services, namely, helping others build a better working relationship with their money; Financial management; Financial planning and investment advisory services; Financial portfolio management; Financial research and information services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial asset management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage services; Investment services, na...
waldron private wealth

General Information


Serial Number98732185
Word MarkWALDRON PRIVATE WEALTH
Filing DateWednesday, September 4, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, September 4, 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 ServicesAircraft appraisal and valuation services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Credit risk management; Debt management services; Estate planning; Estate trust management; Estate trust planning; Financial advice relating to income tax; Financial advice, namely, budget planning; Financial counseling services, namely, helping others build a better working relationship with their money; Financial management; Financial planning and investment advisory services; Financial portfolio management; Financial research and information services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial asset management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 4, 2024
Primary Code036
First Use Anywhere DateMonday, January 5, 2009
First Use In Commerce DateThursday, January 1, 2015

Trademark Owner History


Party NameWaldron Private Wealth
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPittsburgh, PA 15017

Trademark Events


Event DateEvent Description
Wednesday, September 4, 2024NEW APPLICATION ENTERED
Wednesday, September 4, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED