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AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/15/2026
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Official data from USPTO
ARTISTRY WEALTH MANAGEMENT
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ARTISTRY WEALTH MANAGEMENT
ST13
US500000097407373Class
35, 36
Filing
97407373
Registration
7503180
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
27
Latest update
04/16/2026
Trademark type
Word
Nice classes
35, 36
Filing date
05/12/2022
Registration date
09/10/2024
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/10/2024
Last transaction
04/16/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
03/01/2023
First use in commerce
03/01/2023
Drawing code
4
Owner type
16
Owner location
ST. PETERSBURG, FL, US
Examiner
SAITO, KIM
Law office
N60
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
DDDH INSURANCE SERVICES, LLC
A. M. (pessoa física)
Representatives
Brittany J. Maxey-Fisher MAXEY-FISHER, PLLC
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business planning; Business succession planning; Business risk management; Business risk assessment; Business consultingmanagementplanning services in the field of Employer Benefits401(k)403(b)Executive Benefits; Cost management for group health insurancelife insurancedisability insurancedental insurancevision insuranceemployee financial benefit retirement plans of others; Cost management for the health care benefit plans of others; Cost management for the health benefit plans of others
Class 36
Financial planning; Financial planning consultation; Financial planningproviding personal and business financial plans with detailed recommendations; Financial administration of employee financial retirement plans and executive financial benefit plans; Financial management in the field of investment portfolios401(k) plansgroup benefit plans; Financial planningthe creation of personalized strategies to achieve financial independence; On-line financial planning services; Financial advicebudget planning; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial planning for people with special needs; Cash management; Providing information and research in the field of finance and financial investments; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Investment advisory services; Investment consultancy; Investment management; Investment brokerage; Investment of funds; Investment of funds for others; Advice relating to investments; Investment advice in the fields of securities and retirement; Investment consultation in the fields of securities and retirement; Investment management in the fields of securities and retirement; Investment of funds for others in the fields of securities and retirement; Capital investment services; Consultancy of capital investment; Fund investment consultation; Commodity investment advice; Investment by electronic means; Investment risk assessment services; Private equity fund investment services; Financial investment analysis and stock research; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Investment servicesasset acquisitionconsultationdevelopment and management services; Financial and investment management services in the fields of stocksbondsoptionscommoditiesfutures and other securities; Brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securities; Financial investment in the field of securities; Annuity servicesaccount and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities; Annuity servicesaccount and investment administration; Investment management of and distribution of variable annuities; Mutual fund brokerage; Securities brokerage; Commodity brokerage; Brokerage of bonds; Life insurance brokerage; Stock brokerage services; Stocks and bonds brokerage; Financial investment brokerage; Brokerage services for capital investments; Brokerage of shares and other securities; Brokerage services for stocks and bonds; Brokerage of shares or stocks and other securities; Brokerage in the field of stocksmutual fundsbondsinsuranceannuities; Securities brokerage servicesincluding stock and bond brokerage; Broker-dealer financial services in the field of stocksmutual fundsbondsinsuranceannuities; Insurance servicesunderwriting lifedisability and long term care; Insurance servicesunderwritingissuance and administration of lifedisability and long term care insurance; Insurance underwriting consultation; Insurance servicesunderwritingissuing and administration of life insurance; Underwriting of lifevariable lifedisabilitylong-term care insurance; Mutual fund investment; Mutual fund distribution; Mutual fund brokerage; Mutual fund planning services; Mutual fund advisory services; Mutual fund development services; Mutual funds and capital investment; Mutual fund financial administration and distribution; Advisory services relating to mutual funds; Providing information in the field of employee financial benefit plans; Providing information about healthcare insurance plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Advisory services in the field of employee benefits plans for group healthcare and business insurance offered to employees; Advisory services in the field of employee benefits plans for medical insurancedental insurancelife insuranceshort term disability insurancelong term disability insurancecancer insuranceaccidental death and dismemberment insurance; Financial servicessavings account services for youths; Estate planning; Estate trust planning; Financial planning in the nature of consulting on estate and trust distribution; Businessstock option and pension valuation; Administration of employee benefit plans concerning group health insurancelife insurancedisability insurancedental insurancevision insurance; Financial administration of retirement plans
Publications
History of USPTO decisions and trademark events.
27 publications found
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/10/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
09/10/2024
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
08/08/2024
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08/08/2024
SUPC
STATEMENT OF USE PROCESSING COMPLETE
07/31/2024
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
07/31/2024
IUAF
USE AMENDMENT FILED
06/12/2024
EISU
TEAS STATEMENT OF USE RECEIVED
06/12/2024
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
12/12/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10/17/2023
PUBO
PUBLISHED FOR OPPOSITION
10/17/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
09/27/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/12/2023
XAEC
EXAMINER'S AMENDMENT ENTERED
09/12/2023
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/12/2023
GNEA
EXAMINERS AMENDMENT E-MAILED
09/12/2023
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/12/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/21/2023
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/20/2023
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/20/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/18/2023
GNRT
NON-FINAL ACTION E-MAILED
03/18/2023
CNRT
NON-FINAL ACTION WRITTEN
03/18/2023
DOCK
ASSIGNED TO EXAMINER
03/01/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/17/2022
NWAP
NEW APPLICATION ENTERED
05/16/2022
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