ARTISTRY WEALTH MANAGEMENT
LIVE

Serial Number

97407373

Owner

DDDH INSURANCE SERVICES, LLC

Attorney

Brittany J. Maxey-Fisher

First Use Date

Mar 1, 2023

Filing Date

May 12, 2022

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ARTISTRY WEALTH MANAGEMENT Trademark

Serial Number: 97407373 • Registration: 7503180

ARTISTRY WEALTH MANAGEMENT is a trademark filed by DDDH INSURANCE SERVICES, LLC on May 12, 2022. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

DDDH INSURANCE SERVICES, LLC

700 CENTRAL AVENUE
ST. PETERSBURG, FL 33701

Entity Type: 16

Artistry Wealth Management

700 Central Avenue, Suite 300
St. Petersburg, FL 33701

Entity Type: 02

Trademark Details

Filing Date

May 12, 2022

Registration Date

September 10, 2024

First Use Anywhere

March 1, 2023

First Use in Commerce

March 1, 2023

Published for Opposition

October 17, 2023

Goods & Services

Business planning; Business succession planning; Business risk management; Business risk assessment; Business consulting, management, and planning services in the field of Employer Benefits, 401(k), 403(b), Executive Benefits; Cost management for group health insurance, life insurance, disability insurance, dental insurance, vision insurance, employee financial benefit retirement plans of others; Cost management for the health care benefit plans of others; Cost management for the health benefit plans of others

Financial planning; Financial planning consultation; Financial planning, namely, providing personal and business financial plans with detailed recommendations; Financial administration of employee financial retirement plans and executive financial benefit plans; Financial management in the field of investment portfolios, 401(k) plans, group benefit plans; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Financial advice, namely, budget planning; 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 planning for people with special needs; Cash management; Providing information and research in the field of finance and financial investments; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advisory services; Investment consultancy; Investment management; Investment brokerage; Investment of funds; Investment of funds for others; Advice relating to investments; Investment advice in the fields of securities and retirement; Investment consultation in the fields of securities and retirement; Investment management in the fields of securities and retirement; Investment of funds for others in the fields of securities and retirement; Capital investment services; Consultancy of capital investment; Fund investment consultation; Commodity investment advice; Investment by electronic means; Investment risk assessment services; Private equity fund investment services; Financial investment analysis and stock research; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment management services in the fields of stocks, bonds, options, commodities, futures and other securities; Brokerage in the fields of stocks, bonds, options, commodities, futures and other securities; Financial investment in the field of securities; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities; Annuity services, namely, account and investment administration; Investment management of and distribution of variable annuities; Mutual fund brokerage; Securities brokerage; Commodity brokerage; Brokerage of bonds; Life insurance brokerage; Stock brokerage services; Stocks and bonds brokerage; Financial investment brokerage; Brokerage services for capital investments; Brokerage of shares and other securities; Brokerage services for stocks and bonds; Brokerage of shares or stocks and other securities; Brokerage in the field of stocks, mutual funds, bonds, insurance, annuities; Securities brokerage services, including stock and bond brokerage; Broker-dealer financial services in the field of stocks, mutual funds, bonds, insurance, annuities; Insurance services, namely, underwriting life, disability and long term care; Insurance services, namely, underwriting, issuance and administration of life, disability and long term care insurance; Insurance underwriting consultation; Insurance services, namely, underwriting, issuing and administration of life insurance; Underwriting of life, variable life, disability, and long-term care insurance; Mutual fund investment; Mutual fund distribution; Mutual fund brokerage; Mutual fund planning services; Mutual fund advisory services; Mutual fund development services; Mutual funds and capital investment; Mutual fund financial administration and distribution; Advisory services relating to mutual funds; Providing information in the field of employee financial benefit plans; Providing information about healthcare insurance plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Advisory services in the field of employee benefits plans for group healthcare and business insurance offered to employees; Advisory services in the field of employee benefits plans for medical insurance, dental insurance, life insurance, short term disability insurance, long term disability insurance, cancer insurance, accidental death and dismemberment insurance; Financial services, namely, savings account services for youths; Estate planning; Estate trust planning; Financial planning in the nature of consulting on estate and trust distribution; Business, stock option and pension valuation; Administration of employee benefit plans concerning group health insurance, life insurance, disability insurance, dental insurance, vision insurance; Financial administration of retirement plans

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Apr 15, 2026 ASGN
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Sep 10, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Sep 10, 2024 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Aug 8, 2024 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Aug 8, 2024 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jul 31, 2024 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 31, 2024 AITU
USE AMENDMENT FILED
Jun 12, 2024 IUAF
TEAS STATEMENT OF USE RECEIVED
Jun 12, 2024 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 12, 2023 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 17, 2023 NPUB
PUBLISHED FOR OPPOSITION
Oct 17, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 27, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 12, 2023 CNSA
EXAMINER'S AMENDMENT ENTERED
Sep 12, 2023 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sep 12, 2023 GNEN
EXAMINERS AMENDMENT E-MAILED
Sep 12, 2023 GNEA
EXAMINERS AMENDMENT -WRITTEN
Sep 12, 2023 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 21, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 20, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 20, 2023 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 18, 2023 GNRN
NON-FINAL ACTION E-MAILED
Mar 18, 2023 GNRT
NON-FINAL ACTION WRITTEN
Mar 18, 2023 CNRT
ASSIGNED TO EXAMINER
Mar 1, 2023 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 17, 2022 NWOS
NEW APPLICATION ENTERED
May 16, 2022 NWAP