TrademarkDir
NEXTGEN PRIVATE WEALTH
LIVE

Serial Number

88452266

Owner

NextGen Private Wealth, LLC

Attorney

Matthew Janda

First Use Date

Jul 20, 2019

Filing Date

May 30, 2019

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NEXTGEN PRIVATE WEALTH Trademark

Serial Number: 88452266 • Registration: 6076352

NEXTGEN PRIVATE WEALTH is a trademark filed by NextGen Private Wealth, LLC on May 30, 2019. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

NextGen Private Wealth, LLC (4 trademarks)

812 Expedition trail
Helena, MT 59602

Entity Type: 16

Trademark Details

Filing Date

May 30, 2019

Registration Date

June 9, 2020

First Use Anywhere

July 20, 2019

First Use in Commerce

February 1, 2020

Published for Opposition

October 8, 2019

Goods & Services

Financial advisory and consultancy services, namely, insurance, estate planning and transfer of wealth for high net worth individuals focusing on private placements in real estate, private equity and hedge funds; Financial advisory and consultancy services, namely, providing portfolio solutions to other financial firms

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 9, 2025 REM1
REGISTERED-PRINCIPAL REGISTER
Jun 9, 2020 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
May 5, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 4, 2020 CNPR
STATEMENT OF USE PROCESSING COMPLETE
May 1, 2020 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
May 1, 2020 AITU
USE AMENDMENT FILED
Apr 15, 2020 IUAF
TEAS STATEMENT OF USE RECEIVED
Apr 15, 2020 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 3, 2019 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 8, 2019 NPUB
PUBLISHED FOR OPPOSITION
Oct 8, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 18, 2019 NONP
ASSIGNED TO LIE
Sep 2, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 23, 2019 CNSA
EXAMINER'S AMENDMENT ENTERED
Aug 23, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Aug 23, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Aug 23, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Aug 23, 2019 CNEA
ASSIGNED TO EXAMINER
Aug 21, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 13, 2019 NWOS
NEW APPLICATION ENTERED
Jun 3, 2019 NWAP

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