TrademarkDir
CONGRUENT WEALTH
LIVE

Serial Number

97560134

Owner

CONGRUENT WEALTH, LLC

Attorney

Joseph Luna

First Use Date

Sep 1, 2023

Filing Date

Aug 23, 2022

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CONGRUENT WEALTH Trademark

Serial Number: 97560134 • Registration: 7538401

CONGRUENT WEALTH is a trademark filed by CONGRUENT WEALTH, LLC on August 23, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

CONGRUENT WEALTH, LLC

7717 WILDWOOD WAY
JACKSONVILLE, FL 32256

Entity Type: 16

Trademark Details

Filing Date

August 23, 2022

Registration Date

October 15, 2024

First Use Anywhere

September 1, 2023

First Use in Commerce

September 1, 2023

Published for Opposition

August 22, 2023

Goods & Services

Estate planning; Financial planning; Insurance and financial information and consultancy services; Investment management; Financial services, namely, wealth management services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 15, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Oct 15, 2024 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Sep 6, 2024 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sep 6, 2024 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jul 24, 2024 SUPC
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jul 24, 2024 EXRA
SOU EXTENSION 1 GRANTED
Jul 24, 2024 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 6, 2024 AITU
USE AMENDMENT FILED
May 28, 2024 IUAF
TEAS STATEMENT OF USE RECEIVED
May 28, 2024 EISU
SOU EXTENSION RECEIVED WITH TEAS PETITION
May 28, 2024 TPEX
NOTICE OF REVIVAL - E-MAILED
May 28, 2024 NREV
PETITION TO REVIVE-GRANTED
May 28, 2024 PETG
TEAS PETITION TO REVIVE RECEIVED
May 28, 2024 PROA
TEAS PETITION TO REVIVE RECEIVED
May 28, 2024 PROA
ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
May 20, 2024 MAB6
ABANDONMENT - NO USE STATEMENT FILED
May 20, 2024 ABN6
SOU EXTENSION 1 FILED
Apr 17, 2024 EXT1
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 17, 2023 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 22, 2023 NPUB
PUBLISHED FOR OPPOSITION
Aug 22, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 2, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 19, 2023 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 9, 2023 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 9, 2023 GNEN
EXAMINERS AMENDMENT E-MAILED
Jun 9, 2023 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 9, 2023 CNEA
ASSIGNED TO EXAMINER
Jun 9, 2023 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 26, 2022 NWOS
NEW APPLICATION ENTERED
Aug 26, 2022 NWAP

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