RISE PRIVATE WEALTH MANAGEMENT - Trademark Details
Status: 700 - Registered
Serial Number
90323681
Registration Number
6515022
Word Mark
RISE PRIVATE WEALTH MANAGEMENT
Status
700 - Registered
Status Date
2021-10-12
Filing Date
2020-11-17
Registration Number
6515022
Registration Date
2021-10-12
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2021-07-27
Attorney Name
Law Office Assigned Location Code
L50
Employee Name
LEE, JEANIE H
Statements
Disclaimer with Predetermined Text
"PRIVATE WEALTH MANAGEMENT"
Goods and Services
Business succession planning for business owners and retiring advisors
Goods and Services
Financial services, namely, wealth management services, financial planning, financial wealth planning, financial asset management, financial asset protection, financial trust administration and estate planning services, investment advisory and investment management services; Financial consulting; Personal financial planning in the field of retirement planning, estate planning and insurance planning, all of the aforementioned services not including hedge funds or services materially related thereto; Insurance brokerage; Financial consulting regarding mergers and acquisitions of wealth management firms and practices; Investment advice in the field of tax planning
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2021-06-08
Primary Code
035
First Use Anywhere Date
2015-10-19
First Use In Commerce Date
2015-11-23
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2021-01-15
Primary Code
036
First Use Anywhere Date
2015-10-19
First Use In Commerce Date
2015-11-23
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Scott W. Ellison
Address
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Trademark Events
| Event Date | Event Description |
| 2020-11-20 | NEW APPLICATION ENTERED IN TRAM |
| 2021-01-15 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2021-04-28 | ASSIGNED TO EXAMINER |
| 2021-05-06 | NON-FINAL ACTION WRITTEN |
| 2021-05-06 | NON-FINAL ACTION E-MAILED |
| 2021-05-06 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2021-06-07 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2021-06-07 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2021-06-08 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2021-06-18 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2021-07-07 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2021-07-27 | PUBLISHED FOR OPPOSITION |
| 2021-07-27 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2021-10-12 | REGISTERED-PRINCIPAL REGISTER |
