TrademarkDir
PROPRIETOR WEALTH MANAGEMENT
LIVE

Serial Number

98009225

Owner

Proprietor Wealth Management Inc.

Attorney

Jamie R Shelden

First Use Date

May 11, 2023

Filing Date

May 23, 2023

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PROPRIETOR WEALTH MANAGEMENT Trademark

Serial Number: 98009225 • Registration: 7432215

PROPRIETOR WEALTH MANAGEMENT is a trademark filed by Proprietor Wealth Management Inc. on May 23, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Proprietor Wealth Management Inc.

700 Larkspur Landing Circle, Ste 199
Larkspur, CA 94939

Entity Type: 03

Trademark Details

Filing Date

May 23, 2023

Registration Date

July 2, 2024

First Use Anywhere

May 11, 2023

First Use in Commerce

May 11, 2023

Published for Opposition

April 16, 2024

Goods & Services

Investment advisory services, financial services, namely, wealth management services, retirement and financial planning services, tax planning, developing and managing charitable giving programs on behalf of individuals and families, cash and liquid asset management

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 7, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 6, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 6, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 6, 2024 TROA
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
Feb 22, 2024 CEPE
ASSIGNED TO LIE
Feb 22, 2024 ALIE
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Feb 22, 2024 GEAN
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Feb 22, 2024 GEAP
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Feb 22, 2024 CPEA
ASSIGNED TO EXAMINER
Feb 14, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 24, 2023 NWOS
NEW APPLICATION ENTERED
May 26, 2023 NWAP

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