SAGE STONE
LIVE

Serial Number

99073641

Owner

Sage Stone Wealth Management LLC

Attorney

Kelly A. Floyd

First Use Date

Nov 14, 2015

Filing Date

Mar 7, 2025

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SAGE STONE Trademark

Serial Number: 99073641

SAGE STONE is a trademark filed by Sage Stone Wealth Management LLC on March 7, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Sage Stone Wealth Management LLC (2 trademarks)

7946 Ivanhoe Ave
La Jolla, CA 92037

Entity Type: 16

Trademark Details

Filing Date

March 7, 2025

Registration Date

Not Registered

First Use Anywhere

November 14, 2015

First Use in Commerce

November 14, 2015

Published for Opposition

March 10, 2026

Goods & Services

Financial services, namely, wealth management services; Funds investment; Financial portfolio management; Investment of funds for others; Financial portfolio analysis services; Financial planning; Financial asset management; Investment advisory services; Providing financial information; Capital investment services; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment management; Financial management; Financial planning for retirement; Investment services, namely, asset acquisition, consultation, development and management services; Information, advisory, consultancy and financial research services relating to finance and investments; Strategic financial advisory services; Financial information and advisory services; Financial consulting

Business consulting services; Business management of the nonprofit corporations and trade associations of others; Business management consulting, strategic planning and business advisory services provided to non-profit corporations, foundations, and small businesses; Business management consulting and advisory services; Business advisory services; Business assistance, advisory and consulting services in the field of financial planning, investment and asset management; Business advisory services, consultancy and information

Filing History

EXTENSION OF TIME TO OPPOSE RECEIVED
Apr 8, 2026 ETOF
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 10, 2026 NPUB
PUBLISHED FOR OPPOSITION
Mar 10, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 4, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 16, 2026 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 15, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 15, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 15, 2026 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Nov 10, 2025 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Nov 10, 2025 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 11, 2025 GNRN
NON-FINAL ACTION E-MAILED
Aug 11, 2025 GNRT
NON-FINAL ACTION WRITTEN
Aug 11, 2025 CNRT
ASSIGNED TO EXAMINER
Aug 10, 2025 DOCK
APPLICATION FILING RECEIPT MAILED
Mar 7, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 7, 2025 NWOS
NEW APPLICATION ENTERED
Mar 7, 2025 NWAP