ADVOCACY WEALTH MANAGEMENT
LIVE

Serial Number

98088192

Owner

Forge Consulting, LLC

Attorney

Ellen S. Simpson

First Use Date

Jan 1, 2007

Filing Date

Jul 17, 2023

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ADVOCACY WEALTH MANAGEMENT Trademark

Serial Number: 98088192 • Registration: 7675105

ADVOCACY WEALTH MANAGEMENT is a trademark filed by Forge Consulting, LLC on July 17, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Forge Consulting, LLC (10 trademarks)

737 Main Street
Buffalo, NY 14203

Entity Type: 16

Trademark Details

Filing Date

July 17, 2023

Registration Date

February 4, 2025

First Use Anywhere

January 1, 2007

First Use in Commerce

January 1, 2007

Published for Opposition

December 17, 2024

Goods & Services

Financial consultation, namely, designing financial, fiduciary administration, and wealth management solutions for settlements of legal claims that work in concert with structured annuities; financial, fiduciary administration, and insurance consulting services for attorneys, litigants, and financial professionals in designing settlements of legal claims; financial services, namely, providing financial, fiduciary administration, and healthcare and life insurance planning and analysis in connection with the settlement of legal claims, and the underwriting, issuance and administration of qualified and non-qualified annuities; coordination of trustee services; financial and trust planning with appropriate legal counsel; financial, fiduciary administration, and healthcare and life insurance planning services for disabled and non-disabled individuals and their families in need of healthcare and life insurance, financial and trust planning; traditional wealth management and trust planning to ensure long-term financial stability; financial, healthcare and life insurance, and fiduciary administration planning and analysis in connection with the settlement of legal claims and planning focused on supporting the disabled community and their financial and healthcare needs; and financial and healthcare and life insurance planning and fiduciary administration services to help individuals, with or without a disability, and families achieve their financial and insurance planning objectives through the underwriting, issuance and administration of qualified and non-qualified annuities, fiduciary administration and trust services, and financial and wealth management planning

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Feb 4, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Feb 4, 2025 R.PR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 21, 2025 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jan 21, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jan 21, 2025 COAR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 17, 2024 NPUB
PUBLISHED FOR OPPOSITION
Dec 17, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 11, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 21, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 18, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 18, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 18, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 3, 2024 GNRN
NON-FINAL ACTION E-MAILED
Oct 3, 2024 GNRT
NON-FINAL ACTION WRITTEN
Oct 3, 2024 CNRT
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Jul 1, 2024 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Jul 1, 2024 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 4, 2024 GNRN
NON-FINAL ACTION E-MAILED
Apr 4, 2024 GNRT
NON-FINAL ACTION WRITTEN
Apr 4, 2024 CNRT
ASSIGNED TO EXAMINER
Mar 18, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 15, 2023 NWOS
NEW APPLICATION ENTERED
Jul 20, 2023 NWAP