TrademarkDir
SOZO PRIVATE WEALTH
LIVE

Serial Number

98174048

Owner

139 Enterprises, LLC

Attorney

Jessie D. Rankin

First Use Date

Jul 1, 2023

Filing Date

Sep 11, 2023

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SOZO PRIVATE WEALTH Trademark

Serial Number: 98174048 • Registration: 8014602

SOZO PRIVATE WEALTH is a trademark filed by 139 Enterprises, LLC on September 11, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

139 Enterprises, LLC (2 trademarks)

5445 Triangle Pkwy
Peachtree Corners, GA 30092

Entity Type: 16

Trademark Details

Filing Date

September 11, 2023

Registration Date

November 4, 2025

First Use Anywhere

July 1, 2023

First Use in Commerce

July 1, 2023

Published for Opposition

August 13, 2024

Goods & Services

Financial advice and consultancy services; Financial planning; Insurance services, namely, underwriting, issuance and administration of disability, life, and long-term care insurance; Investment advice; Financial services, namely, wealth management services

Business planning; Business succession planning

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Nov 4, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Nov 4, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Oct 12, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Oct 12, 2025 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jul 31, 2025 SUPC
USE AMENDMENT FILED
Oct 31, 2024 IUAF
TEAS STATEMENT OF USE RECEIVED
Oct 31, 2024 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 8, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 13, 2024 NPUB
PUBLISHED FOR OPPOSITION
Aug 13, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 24, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 3, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 17, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 17, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 17, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 8, 2024 GNRN
NON-FINAL ACTION E-MAILED
May 8, 2024 GNRT
NON-FINAL ACTION WRITTEN
May 8, 2024 CNRT
ASSIGNED TO EXAMINER
May 6, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 22, 2023 NWOS
NEW APPLICATION ENTERED
Sep 11, 2023 NWAP

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