STRONGBRIDGE WEALTH ADVISORS
LIVE

Serial Number

87558642

Owner

Newton, Jeremy

Attorney

Jeffrey Williams

First Use Date

Jun 14, 2018

Filing Date

Aug 7, 2017

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STRONGBRIDGE WEALTH ADVISORS Trademark

Serial Number: 87558642 • Registration: 5547276

STRONGBRIDGE WEALTH ADVISORS is a trademark filed by Newton, Jeremy on August 7, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Newton, Jeremy (2 trademarks)

Suite 350
Highland Village, TX 75077

Entity Type: 01

Trademark Details

Filing Date

August 7, 2017

Registration Date

August 21, 2018

First Use Anywhere

June 14, 2018

First Use in Commerce

June 14, 2018

Published for Opposition

January 2, 2018

Goods & Services

Financial advice; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial loan consultation; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, planning for achieving a financial goal; Financial planning, namely, retirement planning; Financial planning, namely, planning for college savings; Financial planning, namely, taxation strategies for business owners; Financial planning, namely, estate planning strategies; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Insurance consulting in the field of life insurance; Mutual fund advisory services; Mutual fund analysis services; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Establishing mutual funds for others; Financial investment analysis and stock research; Insurance and financial information and consultancy services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information on trading options and on profiting from the time delay of options; Strategic financial advisory services

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Nov 21, 2024 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Nov 21, 2024 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 21, 2024 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 7, 2024 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 21, 2023 REM1
REGISTERED-PRINCIPAL REGISTER
Aug 21, 2018 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jul 14, 2018 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jul 13, 2018 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jul 10, 2018 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 10, 2018 AITU
USE AMENDMENT FILED
Jun 15, 2018 IUAF
TEAS STATEMENT OF USE RECEIVED
Jun 15, 2018 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Feb 27, 2018 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 2, 2018 NPUB
PUBLISHED FOR OPPOSITION
Jan 2, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 13, 2017 NONP
ASSIGNED TO LIE
Nov 22, 2017 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 8, 2017 CNSA
EXAMINER'S AMENDMENT ENTERED
Nov 8, 2017 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 8, 2017 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 8, 2017 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 8, 2017 CNEA
ASSIGNED TO EXAMINER
Nov 8, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 10, 2017 NWOS
NEW APPLICATION ENTERED
Aug 10, 2017 NWAP