STRONGBRIDGE WEALTH ADVISORS
LIVE

Serial Number

88004615

Owner

Newton, Jeremy

Attorney

Jeffrey Williams

First Use Date

Jun 14, 2018

Filing Date

Jun 18, 2018

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STRONGBRIDGE WEALTH ADVISORS Trademark

Serial Number: 88004615 • Registration: 5987329

STRONGBRIDGE WEALTH ADVISORS is a trademark filed by Newton, Jeremy on June 18, 2018. 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

June 18, 2018

Registration Date

February 18, 2020

First Use Anywhere

June 14, 2018

First Use in Commerce

June 14, 2018

Published for Opposition

December 3, 2019

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 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 investment analysis and stock research; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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; Insurance and financial information and consultancy services; Mutual fund analysis services; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; 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 on trading options and on profiting from the time delay of options; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Strategic financial advisory services; Establishing mutual funds for others

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Feb 18, 2025 REM1
REGISTERED-PRINCIPAL REGISTER
Feb 18, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 3, 2019 NPUB
PUBLISHED FOR OPPOSITION
Dec 3, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 13, 2019 NONP
ASSIGNED TO LIE
Oct 30, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 24, 2019 CNSA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Aug 9, 2019 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Aug 9, 2019 COAR
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 9, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 9, 2019 REAP
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Apr 22, 2019 GNS3
LETTER OF SUSPENSION E-MAILED
Apr 22, 2019 GNSL
SUSPENSION LETTER WRITTEN
Apr 22, 2019 CNSL
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Oct 10, 2018 GNS3
LETTER OF SUSPENSION E-MAILED
Oct 10, 2018 GNSL
SUSPENSION LETTER WRITTEN
Oct 10, 2018 CNSL
EXAMINER'S AMENDMENT ENTERED
Oct 10, 2018 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Oct 10, 2018 GNEN
EXAMINERS AMENDMENT E-MAILED
Oct 10, 2018 GNEA
EXAMINERS AMENDMENT -WRITTEN
Oct 10, 2018 CNEA
ASSIGNED TO EXAMINER
Oct 4, 2018 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jun 23, 2018 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 22, 2018 NWOS
NEW APPLICATION ENTERED
Jun 21, 2018 NWAP