INTEGRATED WEALTH SOLUTIONS
LIVE

Serial Number

99327310

Owner

Gary B Garland

Attorney

GARY BRUCE GARLAND

First Use Date

Jul 17, 2014

Filing Date

Aug 8, 2025

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INTEGRATED WEALTH SOLUTIONS Trademark

Serial Number: 99327310

INTEGRATED WEALTH SOLUTIONS is a trademark filed by Gary B Garland on August 8, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Gary B Garland

195 Route 9 South - Suite 204
Manalapan, NJ 07726

Entity Type: 01

Trademark Details

Filing Date

August 8, 2025

Registration Date

Not Registered

First Use Anywhere

July 17, 2014

First Use in Commerce

July 18, 2014

Goods & Services

Financial advisory services; Financial consultancy services; On-line financial planning services; Strategic financial advisory services; Financial investment brokerage services; Financial risk assessment services; Electronic financial trading services; Financial wealth management services; Financial securities brokerage services; Providing financial advisory services; Financial research and information services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Strategic corporate financial advisory services; Providing financial risk assessment services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial brokerage services for cryptocurrency trading; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Family office services in the nature of financial wealth management services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, gold trading; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, savings programs for youths; Financial services in the nature of providing an investment option available for life insurance products; Financial consulting services, namely, expert analysis in finance; Broker-dealer financial services in the field of securities, stocks, bonds, ETFs, mutual funds, options, derivatives, structured notes; Financial advisory and consultancy services, namely, creating personalized financial plans for individuals to and through retirement, providing consultancy and financial management services, creation of financial plans, determination of risk, planning, advice in all things related to personal and business finance, creation of business retirement plans, management of same; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial counseling services, namely, helping others build a better working relationship with their money; 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 services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 13, 2026 GNRN
NON-FINAL ACTION E-MAILED
Apr 13, 2026 GNRT
NON-FINAL ACTION WRITTEN
Apr 13, 2026 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 24, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 24, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 24, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 23, 2025 GNRN
NON-FINAL ACTION E-MAILED
Dec 23, 2025 GNRT
NON-FINAL ACTION WRITTEN
Dec 23, 2025 CNRT
ASSIGNED TO EXAMINER
Dec 22, 2025 DOCK
APPLICATION FILING RECEIPT MAILED
Aug 8, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 8, 2025 NWOS
NEW APPLICATION ENTERED
Aug 8, 2025 NWAP