TrademarkDir
JWC WEALTH MANAGEMENT
LIVE

Serial Number

98147917

Owner

J.W. COLE FINANCIAL, INC.

Attorney

Megan Clifford

First Use Date

Jan 2, 2024

Filing Date

Aug 24, 2023

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JWC WEALTH MANAGEMENT Trademark

Serial Number: 98147917 • Registration: 7950978

JWC WEALTH MANAGEMENT is a trademark filed by J.W. COLE FINANCIAL, INC. on August 24, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

J.W. COLE FINANCIAL, INC. (8 trademarks)

6301 Anchor Plaza Parkway Suite 450
Tampa, FL 33634

Entity Type: 03

Trademark Details

Filing Date

August 24, 2023

Registration Date

September 16, 2025

First Use Anywhere

January 2, 2024

First Use in Commerce

January 2, 2024

Published for Opposition

May 14, 2024

Goods & Services

Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Capital investment services; Consultancy of capital investment; Financial investment brokerage; Financial portfolio management; Financial administration of retirement plans; Financial advice relating to income tax; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Sep 16, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Sep 16, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Aug 27, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Aug 27, 2025 CNPR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Aug 1, 2025 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Jul 31, 2025 SUPC
SOU EXTENSION 1 GRANTED
Jul 31, 2025 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 31, 2025 AITU
USE AMENDMENT FILED
Apr 9, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
Apr 9, 2025 EISU
SOU EXTENSION RECEIVED WITH TEAS PETITION
Apr 9, 2025 TPEX
NOTICE OF REVIVAL - E-MAILED
Apr 9, 2025 NREV
PETITION TO REVIVE-GRANTED
Apr 9, 2025 PETG
TEAS PETITION TO REVIVE RECEIVED
Apr 9, 2025 PROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 4, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 4, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 4, 2025 REAP
ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Feb 10, 2025 MAB6
ABANDONMENT - NO USE STATEMENT FILED
Feb 10, 2025 ABN6
SOU EXTENSION 1 FILED
Jan 8, 2025 EXT1
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jul 9, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 14, 2024 NPUB
PUBLISHED FOR OPPOSITION
May 14, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 24, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 5, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Apr 5, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Apr 5, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Apr 5, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Apr 5, 2024 CNEA
ASSIGNED TO EXAMINER
Mar 21, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 24, 2023 NWOS
NEW APPLICATION ENTERED
Aug 28, 2023 NWAP

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