ORGEL WEALTH MANAGEMENT
LIVE

Serial Number

97910674

Owner

Orgel Wealth Management, LLC

Attorney

John Pickerill

First Use Date

Oct 12, 2013

Filing Date

Apr 27, 2023

Add to watchlist:

No watchlists yet
View on USPTO

ORGEL WEALTH MANAGEMENT Trademark

Serial Number: 97910674 • Registration: 7432081

ORGEL WEALTH MANAGEMENT is a trademark filed by Orgel Wealth Management, LLC on April 27, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Orgel Wealth Management, LLC (7 trademarks)

2420 Rivers Edge Drive
Altoona, WI 54720

Entity Type: 16

Trademark Details

Filing Date

April 27, 2023

Registration Date

July 2, 2024

First Use Anywhere

October 12, 2013

First Use in Commerce

October 12, 2013

Published for Opposition

April 16, 2024

Goods & Services

Financial planning and investment advisory services; financial services, namely, wealth management, investment management, financial planning, and financial retirement plan consulting services; investment management services, namely, financial investment strategy, financial investment portfolio management, monitoring financial markets for investment purposes, and global investment research services; strategic advisory services, namely, estate planning assistance, trust investment services, financial risk management advice services, and insurance analysis in the nature of insurance consultancy; family wealth advisory services, namely, investment management and financial consultancy services, family financial education in the nature of financial consultancy services, financial consulting services in the field of planned giving for non-profit and charitable organizations; financial retirement plan investment management and consulting services; non-profit and foundation investment management and consulting services in the nature of financial consulting services in the field of planned giving for non-profit and charitable organizations

Tax and taxation planning, advice, information and consultancy services; business consulting services; business succession planning; data compiling and analyzing in the field of insurance; preparing financial reports for others

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jul 2, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Jul 2, 2024 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 16, 2024 NPUB
PUBLISHED FOR OPPOSITION
Apr 16, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 27, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 8, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 8, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 8, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 8, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 8, 2024 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 7, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 7, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 7, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 31, 2024 GNRN
NON-FINAL ACTION E-MAILED
Jan 31, 2024 GNRT
NON-FINAL ACTION WRITTEN
Jan 31, 2024 CNRT
ASSIGNED TO EXAMINER
Jan 24, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 25, 2023 NWOS
NEW APPLICATION ENTERED
May 1, 2023 NWAP