TrademarkDir
TRANSITIONS WEALTH MANAGEMENT
LIVE

Serial Number

99360375

Owner

Transitions Wealth Management, LLC

First Use Date

May 21, 2021

Filing Date

Aug 27, 2025

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TRANSITIONS WEALTH MANAGEMENT Trademark

Serial Number: 99360375

TRANSITIONS WEALTH MANAGEMENT is a trademark filed by Transitions Wealth Management, LLC on August 27, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Transitions Wealth Management, LLC

50 Berry Cir
Mertztown, PA 19539

Entity Type: 16

Trademark Details

Filing Date

August 27, 2025

Registration Date

Not Registered

First Use Anywhere

May 21, 2021

First Use in Commerce

May 21, 2021

Goods & Services

Financial wealth management services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Providing life insurance information; Services of a stockbroker

Filing History

JURISDICTION RESTORED TO EXAMINING ATTORNEY
Jun 8, 2026 JURT
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 26, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 26, 2026 CRFA
ASSIGNED TO LIE
Mar 26, 2026 ALIE
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Mar 19, 2026 ERFR
EX PARTE APPEAL-INSTITUTED
Mar 19, 2026 EXPI
EXPARTE APPEAL RECEIVED AT TTAB
Mar 19, 2026 EXAF
NOTIFICATION OF FINAL REFUSAL EMAILED
Mar 19, 2026 GNFN
FINAL REFUSAL E-MAILED
Mar 19, 2026 GNFR
FINAL REFUSAL WRITTEN
Mar 19, 2026 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 18, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 18, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 18, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 13, 2026 GNRN
NON-FINAL ACTION E-MAILED
Feb 13, 2026 GNRT
NON-FINAL ACTION WRITTEN
Feb 13, 2026 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 13, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 13, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 13, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 23, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jan 23, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jan 23, 2026 CNRT
ASSIGNED TO EXAMINER
Jan 17, 2026 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jan 16, 2026 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 16, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Aug 27, 2025 MAFR
NEW APPLICATION ENTERED
Aug 27, 2025 NWAP

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