TrademarkDir
SIENA WEALTH ADVISORY GROUP
LIVE

Serial Number

50010053

Owner

Alanna Morey

Attorney

Derek Fahey

First Use Date

Jan 24, 2014

Filing Date

Jul 23, 2026

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SIENA WEALTH ADVISORY GROUP Trademark

Serial Number: 50010053

SIENA WEALTH ADVISORY GROUP is a trademark filed by Alanna Morey on July 23, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently pending registration.

Owner Contact Info

Alanna Morey

14402 Tuscany Pointe Trail
Naples, FL 34120

Entity Type: 01

Trademark Details

Filing Date

July 23, 2026

Registration Date

Not Registered

First Use Anywhere

January 24, 2014

First Use in Commerce

January 24, 2014

Goods & Services

Educational services, namely, conducting programs in the field of personal finance, wealth management, and financial literacy; Educational services, namely, conducting seminars, workshops, and presentations in the field of personal finance, wealth management, and financial literacy

Financial advisory and consultancy services; Financial planning and investment advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advisory and consultancy services, namely, providing personalized wealth management, investment advisory, financial planning, and retirement planning services to individuals, families, and business owners

Filing History

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 26, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Jul 23, 2026 MAFR
NEW APPLICATION ENTERED
Jul 23, 2026 NWAP

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