ORGEL WEALTH MANAGEMENT - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97910674
Word Mark
ORGEL WEALTH MANAGEMENT
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2023-05-01
Filing Date
2023-04-27
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Statements
Goods and Services
Financial planning and investment advisory services; financial services, namely wealth management, investment management, financial planning, tax planning, and retirement planning services; investment management services, namely investment strategy, investment portfolio management, investment monitoring and due diligence, and investment research; strategic advisory services, namely business consulting, estate planning assistance, business succession planning, trust investment services, risk management advice, and insurance analysis; family wealth advisory services, namely investment management and financial services, family financial education, consolidated financial reporting, and charitable gifting strategies; retirement plan investment management and consulting services; non-profit and foundation investment management and consulting services
Classification Information
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
2023-05-01
Primary Code
036
First Use Anywhere Date
2013-10-12
First Use In Commerce Date
2013-10-12
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
JOHN PICKERILL
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 5293079 |
Trademark Events
| Event Date | Event Description |
| 2023-05-01 | NEW APPLICATION ENTERED |
