1792 WEALTH ADVISORS
LIVE

Serial Number

87905634

Owner

1792 Wealth Advisors, LLC

Attorney

Lori P. Hager, Esq.

First Use Date

Aug 17, 2017

Filing Date

May 3, 2018

Add to watchlist:

No watchlists yet
View on USPTO

1792 WEALTH ADVISORS Trademark

Serial Number: 87905634 • Registration: 5642104

1792 WEALTH ADVISORS is a trademark filed by 1792 Wealth Advisors, LLC on May 3, 2018. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

1792 Wealth Advisors, LLC (2 trademarks)

89 Headquarters Plaza
Morristown, NJ 07960

Entity Type: 16

Trademark Details

Filing Date

May 3, 2018

Registration Date

January 1, 2019

First Use Anywhere

August 17, 2017

First Use in Commerce

August 17, 2017

Published for Opposition

October 16, 2018

Goods & Services

Banking consultation; Banking and financing services; Credit and financial consultation; Estate planning; Estate trust planning; Financial consultancy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means in the field of personal finance and capital market consulting; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment advice in the fields of personal finance and capital market consulting; Investment advisory services; Investment management in the fields of personal finance and capital market consulting; Investment of funds; Investment of funds for others in the fields of personal finance; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust management accounts

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Mar 18, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Mar 18, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 18, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Nov 19, 2024 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 1, 2024 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 8, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 8, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 8, 2022 REAP
REGISTERED-PRINCIPAL REGISTER
Jan 1, 2019 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 16, 2018 NPUB
PUBLISHED FOR OPPOSITION
Oct 16, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 26, 2018 NONP
ASSIGNED TO LIE
Sep 10, 2018 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 28, 2018 CNSA
EXAMINER'S AMENDMENT ENTERED
Aug 28, 2018 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Aug 28, 2018 GNEN
EXAMINERS AMENDMENT E-MAILED
Aug 28, 2018 GNEA
EXAMINERS AMENDMENT -WRITTEN
Aug 28, 2018 CNEA
ASSIGNED TO EXAMINER
Aug 27, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 12, 2018 NWOS
NEW APPLICATION ENTERED
May 7, 2018 NWAP