RISE PRIVATE WEALTH MANAGEMENT - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
90891751
Word Mark
RISE PRIVATE WEALTH MANAGEMENT
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2021-08-23
Filing Date
2021-08-19
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
010501 - Sun, rising or setting (partially exposed or partially obstructed).
Attorney Name
Statements
Indication of Colors claimed
The color(s) blue, light blue, and orange is/are claimed as a feature of the mark.
Description of Mark
The mark consists of a light blue image of a sun with rays atop an orange horizon, with the word "Rise" in a blue stylized font to the left of the sun, and the words "PRIVATE WEALTH MANAGEMENT" in a blue font along the bottom of the mark.
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
2021-10-07
Primary Code
035
First Use Anywhere Date
2021-02-17
First Use In Commerce Date
2021-03-08
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
2021-10-07
Primary Code
036
First Use Anywhere Date
2021-02-17
First Use In Commerce Date
2021-03-08
Current Trademark Owners
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 |
| 2021-08-23 | NEW APPLICATION ENTERED IN TRAM |
| 2021-10-07 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2021-10-08 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
