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Official data from USPTO

PWP PASSAGE WEALTH PARTNERS

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

PWP PASSAGE WEALTH PARTNERS

ST13

US500000097549333

Class

36

Filing

97549333

Registration

7216701

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

11/14/2023

Trademark type

Combined

Nice classes

36

Filing date

08/15/2022

Registration date

11/14/2023

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

11/14/2023

Last transaction

11/14/2023

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

06/01/2022

First use in commerce

06/01/2022

Drawing code

3

Owner type

01

Owner location

Denver, CO, US

Examiner

LEE, RAYMOND KANGMIN

Law office

N90

Current location

PUBLICATION AND ISSUE SECTION

Mark description

The mark consists of the letters "pwp" written in large, lowercase, blue letters appearing to the left of a figurative element representing a yellow sailboat having a hull defined by a stylized triangle pointing to the left of the mark with a concave bottom, one concave side, and one convex side, a sail defined by a stylized triangle pointing to the top of the mark with a concave bottom, concave left side, and convex right side, and a mast to the left of the sail defined by a thin stylized triangle pointing to the top of the mark. The sailboat appears to be sitting on top of two figurative elements representing blue waves, with one figurative element defined by a stylized blue crescent to the right of the sailboat and one figurative element defined by a stylized blue tilde stretching across the bottom of the sailboat and crescent shape. Both the letters and the figurative elements appear above the words "passage wealth partners," written in small, lowercase, blue letters appearing across the bottom of the mark.

Holders and representatives

Holders

Zimmerman, Royce E.

Representatives

LAUREN CAMMARATA SNOW GOODSPEED MERRILL

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Financial evaluation for insurance purposes; Financial portfolio management; Management of portfolios comprising securities; Advice on finance during retirement; Advice relating to investments; Business finance procurement services; Capital investment services; Consultancy of capital investment; Consultancy services relating to insurance; Consulting and information concerning insurance; Credit and financial consultation; Estate planning; Financial asset management; Financial planning consultation; Financial advice; Financial advice and consultancy services; Financial advicebudget planning; Financial advisory and consultancy services; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analysis and consultation; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial consultancy and insurance consultancy; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planningthe creation of personalized strategies to achieve financial independence; Financial research and information services; Financial retirement plan consulting services; Financial risk management consultation; Financial risk assessment services; Financial risk management; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial serviceswealth management services; Fund investment consultation; Insurance consultancy; Insurance risk management; Investment management; Investment risk assessment services; Investment advice; Investment advice in the fields of retirement; Investment advisory services; Investment servicesasset acquisitionconsultationdevelopment and management services; On-line financial planning services; Private equity consultant services; Providing a web site featuring personal financial information and financial advice; Providing financial advice via a website; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a website; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of personal finance; Providing insurance information; Providing investors with financial information; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Provision of financial information; Stock exchange information services; Strategic financial advisory services

Publications

History of USPTO decisions and trademark events.

14 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

11/14/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

11/14/2023

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

08/29/2023

PUBO

PUBLISHED FOR OPPOSITION

08/29/2023

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

08/09/2023

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/24/2023

XAEC

EXAMINER'S AMENDMENT ENTERED

07/24/2023

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

07/24/2023

GNEA

EXAMINERS AMENDMENT E-MAILED

07/24/2023

CNEA

EXAMINERS AMENDMENT -WRITTEN

07/24/2023

DOCK

ASSIGNED TO EXAMINER

06/01/2023

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

09/06/2022

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/03/2022

NWAP

NEW APPLICATION ENTERED

08/18/2022

Continuous trademark protection

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