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Official data from USPTO

MONARCH WEALTH MANAGEMENT

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

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

MONARCH WEALTH MANAGEMENT

ST13

US500000088666847

Class

36

Filing

88666847

Registration

6063633

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

14

Latest update

10/02/2025

Trademark type

Combined

Nice classes

36

Filing date

10/24/2019

Registration date

05/26/2020

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/01/2025

Last transaction

10/02/2025

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

12/07/2017

First use in commerce

12/07/2017

Drawing code

3

Owner type

03

Owner location

Bee Cave, TX

Examiner

EVANKO,PATRICIA MALESARDI

Current location

Historical data usage

Mark description

The mark consists of a shield shape with a butterfly in the center and a crown centered above the shield, with the words "MONARCH WEALTH MANAGEMENT" to the right of the shield.

Holders and representatives

Holders

Monarch Wealth Management, Inc.

Representatives

Brian Spross JONES & SPROSS, PLLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial consulting servicesadvising companiesbusiness ownersindividuals on wealth managementasset managementretirement planningrisk managementeducation fundinginvestment planningemployee and executive benefitscoordination with tax and legal advisors in tax management and estate planning

Publications

History of USPTO decisions and trademark events.

14 publications found

NA85

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

10/01/2025

C15A

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

10/01/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

10/01/2025

E815

TEAS SECTION 8 & 15 RECEIVED

05/27/2025

REM1

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

05/26/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

05/26/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/10/2020

PUBO

PUBLISHED FOR OPPOSITION

03/10/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

02/19/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/03/2020

DOCK

ASSIGNED TO EXAMINER

01/30/2020

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

10/31/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

10/30/2019

NWAP

NEW APPLICATION ENTERED

10/28/2019

Continuous trademark protection

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