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Official data from USPTO

STRONGBRIDGE WEALTH ADVISORS

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

STRONGBRIDGE WEALTH ADVISORS

ST13

US500000087558642

Class

36

Filing

87558642

Registration

5547276

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

25

Latest update

11/21/2024

Trademark type

Word

Nice classes

36

Filing date

08/07/2017

Registration date

08/21/2018

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

11/21/2024

Last transaction

11/21/2024

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

06/14/2018

First use in commerce

06/14/2018

Drawing code

4

Owner type

01

Owner location

Highland Village, TX

Examiner

HACK, ANDREA R

Current location

Historical data usage

Holders and representatives

Holders

Newton, Jeremy
Newton, Jeremy

Representatives

Jeffrey Williams LAW OFFICE OF JEFF WILLIAMS PLLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advice; Financial advicebudget planning; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial analysis; Financial and investment servicesasset and investment acquisitionconsultationadvisory 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 servicesadministering the issuanceunderwriting and distribution of securities; Financial loan consultation; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planningplanning for achieving a financial goal; Financial planningretirement planning; Financial planningplanning for college savings; Financial planningtaxation strategies for business owners; Financial planningestate 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 servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesestate settlement services; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; Financial serviceswealth 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 productsmoney management services; Providing financial services with respect to securities and other financial instruments and productstrading 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

Publications

History of USPTO decisions and trademark events.

25 publications found

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

11/21/2024

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

11/21/2024

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

11/21/2024

E815

TEAS SECTION 8 & 15 RECEIVED

06/07/2024

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

08/21/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

08/21/2018

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

07/14/2018

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

07/13/2018

SUPC

STATEMENT OF USE PROCESSING COMPLETE

07/10/2018

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

07/10/2018

IUAF

USE AMENDMENT FILED

06/15/2018

EISU

TEAS STATEMENT OF USE RECEIVED

06/15/2018

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

02/27/2018

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

01/02/2018

PUBO

PUBLISHED FOR OPPOSITION

01/02/2018

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/13/2017

ALIE

ASSIGNED TO LIE

11/22/2017

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

11/08/2017

XAEC

EXAMINER'S AMENDMENT ENTERED

11/08/2017

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

11/08/2017

GNEA

EXAMINERS AMENDMENT E-MAILED

11/08/2017

CNEA

EXAMINERS AMENDMENT -WRITTEN

11/08/2017

DOCK

ASSIGNED TO EXAMINER

11/08/2017

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/10/2017

NWAP

NEW APPLICATION ENTERED

08/10/2017

Continuous trademark protection

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