WISDOMPEAK WEALTH ADVISORS Trademark
Trademark Overview
On Thursday, May 11, 2023, a trademark application was filed for WISDOMPEAK WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the WISDOMPEAK WEALTH ADVISORS trademark a serial number of 97932491. The federal status of this trademark filing is REGISTERED as of Tuesday, May 28, 2024. The WISDOMPEAK WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial analysis; Financial brokerage services for cryptocurrency trading; Financial consulting; Financial investment brokerage; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial services, namely, estate settlement services; Financial services, namely, wealth management services; Financial trust planning; Insurance brokerage; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Life insurance brokerage; Monitoring financial markets for investment purposes
General Information
| Serial Number | 97932491 |
| Word Mark | WISDOMPEAK WEALTH ADVISORS |
| Filing Date | Thursday, May 11, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 28, 2024 |
| Registration Number | 7400808 |
| Registration Date | Tuesday, May 28, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 12, 2024 |
Trademark Statements
| Description of Mark | The mark consists of a silhouette of mountains, trees, and a lion in blue, with the word "WISDOMPEAK" in green underneath, and the words "WEALTH ADVISORS" in gray underneath that. |
| Pseudo Mark | WISDOM PEAK WEALTH ADVISORS |
| Goods and Services | Financial advice; Financial analysis; Financial brokerage services for cryptocurrency trading; Financial consulting; Financial investment brokerage; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial services, namely, estate settlement services; Financial services, namely, wealth management services; Financial trust planning; Insurance brokerage; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Life insurance brokerage; Monitoring financial markets for investment purposes |
| Indication of Colors claimed | The color(s) blue, green, and gray is/are claimed as a feature of the mark. |
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 | Sunday, June 11, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 6, 2023 |
| First Use In Commerce Date | Monday, March 6, 2023 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Roseville, CA 95747 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Roseville, CA 95747 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Roseville, CA 95747 |
Trademark Events
| Event Date | Event Description |
| Monday, May 15, 2023 | NEW APPLICATION ENTERED |
| Sunday, June 11, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 5, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, June 13, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, February 21, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, February 21, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 12, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 12, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 28, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 28, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, February 6, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
