WISDOMPEAK WEALTH ADVISORS - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97932491
Word Mark
WISDOMPEAK WEALTH ADVISORS
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2023-05-15
Filing Date
2023-05-11
Attorney Name
Statements
Indication of Colors claimed
The color(s) blue, green, and gray is/are claimed as a feature of the mark.
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.
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
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
2023-05-15
Primary Code
036
First Use Anywhere Date
2023-03-06
First Use In Commerce Date
2023-03-06
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
01 - Individual
Address
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Correspondences
Name
CRAIG SIMMERMON
Address
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Trademark Events
| Event Date | Event Description |
| 2023-05-15 | NEW APPLICATION ENTERED |
