PWP PASSAGE WEALTH PARTNERS
LIVE

Serial Number

97549333

Owner

Zimmerman, Royce E.

Attorney

Lauren Cammarata Snow

First Use Date

Jun 1, 2022

Filing Date

Aug 15, 2022

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PWP PASSAGE WEALTH PARTNERS Trademark

Serial Number: 97549333 • Registration: 7216701

PWP PASSAGE WEALTH PARTNERS is a trademark filed by Zimmerman, Royce E. on August 15, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Zimmerman, Royce E. (2 trademarks)

Ste 1600
Denver, CO 80222

Entity Type: 01

Trademark Details

Filing Date

August 15, 2022

Registration Date

November 14, 2023

First Use Anywhere

June 1, 2022

First Use in Commerce

June 1, 2022

Published for Opposition

August 29, 2023

Goods & Services

Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial evaluation for insurance purposes; Financial portfolio management; Management of portfolios comprising securities; Advice on finance during retirement; Advice relating to investments; Business finance procurement services; Capital investment services; Consultancy of capital investment; Consultancy services relating to insurance; Consulting and information concerning insurance; Credit and financial consultation; Estate planning; Financial asset management; Financial planning consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial research and information services; Financial retirement plan consulting services; Financial risk management consultation; Financial risk assessment services; Financial risk management; 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 services, namely, wealth management services; Fund investment consultation; Insurance consultancy; Insurance risk management; Investment management; Investment risk assessment services; Investment advice; Investment advice in the fields of retirement; Investment advisory services; Investment services, namely, asset acquisition, consultation, development and management services; On-line financial planning services; Private equity consultant services; Providing a web site featuring personal financial information and financial advice; Providing financial advice via a website; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of personal finance; Providing insurance information; Providing investors with financial information; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Provision of financial information; Stock exchange information services; Strategic financial advisory services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Nov 14, 2023 NRCC
REGISTERED-PRINCIPAL REGISTER
Nov 14, 2023 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 29, 2023 NPUB
PUBLISHED FOR OPPOSITION
Aug 29, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 9, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 24, 2023 CNSA
EXAMINER'S AMENDMENT ENTERED
Jul 24, 2023 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jul 24, 2023 GNEN
EXAMINERS AMENDMENT E-MAILED
Jul 24, 2023 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jul 24, 2023 CNEA
ASSIGNED TO EXAMINER
Jun 1, 2023 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Sep 6, 2022 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 3, 2022 NWOS
NEW APPLICATION ENTERED
Aug 18, 2022 NWAP