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Official data from USPTO

PROVISTA 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

PROVISTA WEALTH ADVISORS

ST13

US500000097864027

Class

36

Filing

97864027

Registration

7396727

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

16

Latest update

05/28/2024

Trademark type

Word

Nice classes

36

Filing date

03/30/2023

Registration date

05/28/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/28/2024

Last transaction

05/28/2024

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

05/04/2022

First use in commerce

05/04/2022

Drawing code

4

Owner type

16

Owner location

Greenville, SC

Examiner

TRUSILO, KELLY

Law office

L70

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

PROVISTA WEALTH ADVISORS, LLC

Representatives

Jason A. Pittman DORITY & MANNING, P.A.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial planningthe creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and management in the field of investment portfolios; Financial servicesplanning and administration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscase or other types of financial investments in retirement plans; Estate planning; Estate trust planning; Estate trust management; Financial servicesestate planning and estate settlement services; Financial advice relating to tax; Financial servicescoordination within individual accountsof investment portfolio maintenancetradingrebalancingtax management needs; Financial servicesplanning and consultation related to tax and estate planningretirement asset management

Publications

History of USPTO decisions and trademark events.

16 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

05/28/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

05/28/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/12/2024

PUBO

PUBLISHED FOR OPPOSITION

03/12/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

02/21/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

02/21/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/01/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/17/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/17/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

01/17/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/08/2024

GNRT

NON-FINAL ACTION E-MAILED

01/08/2024

CNRT

NON-FINAL ACTION WRITTEN

01/08/2024

DOCK

ASSIGNED TO EXAMINER

12/26/2023

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

04/22/2023

NWAP

NEW APPLICATION ENTERED

04/03/2023

Continuous trademark protection

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