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Official data from USPTO

GUIDED WEALTH MANAGEMENT

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

GUIDED WEALTH MANAGEMENT

ST13

US500000097813243

Class

36

Filing

97813243

Registration

7337006

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

10

Latest update

03/26/2024

Trademark type

Combined

Nice classes

36

Filing date

02/27/2023

Registration date

03/26/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/26/2024

Last transaction

03/26/2024

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

09/08/2008

First use in commerce

09/08/2008

Drawing code

3

Owner type

16

Owner location

West Chester, PA

Examiner

LATTUCA, FRANK

Law office

L90

Current location

PUBLICATION AND ISSUE SECTION

Mark description

The mark consists of the words "GUIDED WEALTH" appearing in charcoal in all capital letters and stylized font on one line, with the word "MANAGEMENT" appearing directly underneath in burnt orange in all capital letters and smaller stylized font. To the left of the words is a filled-in circle in charcoal containing three lines. The lines start at the bottom half of the circle and converge toward each other toward the top of the circle. The two outer lines are in burnt orange and the middle line is in silver. All instances of the color white represent background and/or transparent areas and is not a feature of the mark.

Holders and representatives

Holders

Guided Wealth Management, LLC

Representatives

ROBERT R. AXENFELD AXENFELD LAW GROUP, LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Estate planning; Financial advice and consultancy services; Financial advisory and consultancy servicesproviding advice in the areas of life insurancedisability insurancelong-term care insurance; Financial advisory and consultancy servicesfinancial risk management advisory services; Financial planning for retirement; Financial information and advisory services; Financial planning and investment advisory services; Investment advisory services

Publications

History of USPTO decisions and trademark events.

10 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

03/26/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

03/26/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

01/09/2024

PUBO

PUBLISHED FOR OPPOSITION

01/09/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/20/2023

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

12/05/2023

DOCK

ASSIGNED TO EXAMINER

11/28/2023

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

03/18/2023

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/17/2023

NWAP

NEW APPLICATION ENTERED

03/02/2023

Continuous trademark protection

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