HERMOSA WEALTH MANAGEMENT
LIVE

Serial Number

98091958

Owner

Hermosa Inc.

First Use Date

Nov 25, 2020

Filing Date

Jul 19, 2023

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HERMOSA WEALTH MANAGEMENT Trademark

Serial Number: 98091958 • Registration: 7449024

HERMOSA WEALTH MANAGEMENT is a trademark filed by Hermosa Inc. on July 19, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Hermosa Inc. (2 trademarks)

Hermosa Beach, CA 90254

Entity Type: 03

Trademark Details

Filing Date

July 19, 2023

Registration Date

July 16, 2024

First Use Anywhere

November 25, 2020

First Use in Commerce

November 25, 2020

Published for Opposition

April 30, 2024

Goods & Services

Advice relating to investments; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Investment advice; Investment advisory services; Investment management; Management of portfolios comprising securities; Management of securities portfolios; Financial asset management; Financial portfolio management; Financial advisory and consultancy services, namely, wealth management, investment management, and financial planning.; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, financial goal analysis, cash flow analysis, retirement planning, risk management, investment management.; 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 services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jul 16, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Jul 16, 2024 R.PR
REGISTERED-PRINCIPAL REGISTER
Jul 16, 2024 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 30, 2024 NPUB
PUBLISHED FOR OPPOSITION
Apr 30, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 10, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 27, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 26, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 26, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 26, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 25, 2024 GNRN
NON-FINAL ACTION E-MAILED
Mar 25, 2024 GNRT
NON-FINAL ACTION WRITTEN
Mar 25, 2024 CNRT
ASSIGNED TO EXAMINER
Mar 25, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 17, 2023 NWOS
NEW APPLICATION ENTERED
Jul 22, 2023 NWAP