Serial #97478813
LIVE

Serial Number

97478813

Owner

Consultiva Wealth Management, Corp.

Attorney

Daniel Koburger

First Use Date

Mar 28, 2001

Filing Date

Jun 28, 2022

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Serial #97478813 Trademark

Serial Number: 97478813 • Registration: 7167638

Serial #97478813 is a trademark filed by Consultiva Wealth Management, Corp. on June 28, 2022. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Consultiva Wealth Management, Corp. (3 trademarks)

250 Avenue Luis Muñoz Rivera, Suite 415
San Juan, PR 00918

Entity Type: 03

Trademark Details

Filing Date

June 28, 2022

Registration Date

September 19, 2023

First Use Anywhere

March 28, 2001

First Use in Commerce

March 28, 2001

Published for Opposition

July 4, 2023

Goods & Services

Business management; Business management advice; Business management analysis; Business supervision; Business management supervision; Business records management; Business risk management; Financial statement preparation and analysis for businesses; Outsource service provider in the field of business management; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof

Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Assessing insurance claims; Assessment and management of real estate; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial data analysis; Fiscal valuations and assessments; Global investment research services; Investment advice; Investment advisory services; Investment management; Investment risk assessment services; Providing financial assessment services to families, individuals, state government entities, insurance companies, and credit unions in the field of endowments, pension funds, corporate reserves, welfare plans, and 401(k), 403(b) and 1081.01 retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 27, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 27, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 27, 2026 REAP
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Sep 19, 2023 NRCC
REGISTERED-PRINCIPAL REGISTER
Sep 19, 2023 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 4, 2023 NPUB
PUBLISHED FOR OPPOSITION
Jul 4, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 14, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 1, 2023 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 1, 2023 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 1, 2023 GNEN
EXAMINERS AMENDMENT E-MAILED
Jun 1, 2023 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 1, 2023 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 17, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 17, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 17, 2023 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 19, 2023 GNRN
NON-FINAL ACTION E-MAILED
Apr 19, 2023 GNRT
NON-FINAL ACTION WRITTEN
Apr 19, 2023 CNRT
ASSIGNED TO EXAMINER
Apr 12, 2023 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jul 16, 2022 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 15, 2022 NWOS
NEW APPLICATION ENTERED
Jul 1, 2022 NWAP