ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
09/10/2025
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Official data from USPTO
M WEALTH MANAGEMENT MEDALLION WEALTH MANAGEMENT WHERE TRUST IS EARNED
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
44
Latest update
09/11/2025
Trademark type
Combined
Nice classes
36
Filing date
05/03/2013
Registration date
08/05/2014
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/31/2024
Last transaction
09/11/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2013-04-00
First use in commerce
2013-04-00
Drawing code
3
Owner type
16
Owner location
LAKE MARY, FL
Examiner
REIHNER, DAVID
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of a medallion containing scroll work in the outer ring, the words "Wealth Management" in the intermediate ring, and the letter "M" in the center, and the words "Medallion Wealth Management" and the words "Where Trust is Earned".
Holders and representatives
Holders
ASSUREDPARTNERS OF PENNSYLVANIA, LLC
Medallion Wealth Management, Inc.
Medallion Wealth Management, Inc.
Representatives
Carl J. Spagnuolo MCHALE & SLAVIN, P.A.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
MANAGEMENT OF INVESTMENTS FOR INDIVIDUALSPENSION PLANSPROFIT-SHARING PLANS AND EMPLOYER SPONSORED 401(k) AND 403(b) PLANS; MANAGEMENT OF INVESTMENTS FOR NOT-FOR-PROFIT ORGANIZATIONS; MANAGEMENT OF EMPLOYER SPONSORED 401(k) AND 403(b) PLANS
Publications
History of USPTO decisions and trademark events.
44 publications found
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
10/31/2024
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
10/31/2024
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
10/31/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/31/2024
E89R
TEAS SECTION 8 & 9 RECEIVED
08/05/2024
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
05/23/2024
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/05/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/22/2022
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
09/22/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/22/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/22/2022
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01/12/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/03/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/03/2022
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
01/03/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/03/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/03/2022
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/03/2022
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
06/22/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
06/22/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/01/2021
E815
TEAS SECTION 8 & 15 RECEIVED
01/29/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
08/05/2014
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
07/03/2014
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
07/02/2014
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
06/30/2014
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/23/2014
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/16/2014
IUAF
USE AMENDMENT FILED
05/27/2014
EISU
TEAS STATEMENT OF USE RECEIVED
05/27/2014
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
11/26/2013
PUBO
PUBLISHED FOR OPPOSITION
10/01/2013
NPUB
NOTICE OF PUBLICATION
09/11/2013
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
08/28/2013
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/26/2013
XAEC
EXAMINER'S AMENDMENT ENTERED
08/23/2013
CNEA
EXAMINER'S AMENDMENT MAILED
08/23/2013
ALIE
ASSIGNED TO LIE
08/22/2013
CNEA
EXAMINERS AMENDMENT -WRITTEN
08/22/2013
DOCK
ASSIGNED TO EXAMINER
08/22/2013
MDSC
NOTICE OF DESIGN SEARCH CODE MAILED
05/11/2013
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/10/2013
NWAP
NEW APPLICATION ENTERED
05/07/2013
Continuous trademark protection
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