Serial Number
99073641
Owner
Sage Stone Wealth Management LLCAttorney
Kelly A. FloydFirst Use Date
Nov 14, 2015
Filing Date
Mar 7, 2025
SAGE STONE Trademark
Serial Number: 99073641
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Kelly A. Floyd Finch, Thornton & Baird, LLP
4747 Executive Drive
Suite 700
San Diego, CA 92121
United States
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