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Official data from USPTO

ORGEL WEALTH MANAGEMENT

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

ORGEL WEALTH MANAGEMENT

ST13

US500000097910674

Class

35, 36

Filing

97910674

Registration

7432081

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

19

Latest update

07/02/2024

Trademark type

Word

Nice classes

35, 36

Filing date

04/27/2023

Registration date

07/02/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/02/2024

Last transaction

07/02/2024

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

10/12/2013

First use in commerce

10/12/2013

Drawing code

4

Owner type

16

Owner location

Altoona, WI, US

Examiner

WLODARCZYK, CAROLYN

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Orgel Wealth Management, LLC

Representatives

John Pickerill FREDRIKSON & BYRON, P.A.

Technical classification

Nice Classes

Class 35Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Tax and taxation planningadviceinformation and consultancy services; business consulting services; business succession planning; data compiling and analyzing in the field of insurance; preparing financial reports for others

Class 36

Financial planning and investment advisory services; financial serviceswealth managementinvestment managementfinancial planningfinancial retirement plan consulting services; investment management servicesfinancial investment strategyfinancial investment portfolio managementmonitoring financial markets for investment purposesglobal investment research services; strategic advisory servicesestate planning assistancetrust investment servicesfinancial risk management advice servicesinsurance analysis in the nature of insurance consultancy; family wealth advisory servicesinvestment management and financial consultancy servicesfamily financial education in the nature of financial consultancy servicesfinancial consulting services in the field of planned giving for non-profit and charitable organizations; financial retirement plan investment management and consulting services; non-profit and foundation investment management and consulting services in the nature of financial consulting services in the field of planned giving for non-profit and charitable organizations

Publications

History of USPTO decisions and trademark events.

19 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

07/02/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

07/02/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

04/16/2024

PUBO

PUBLISHED FOR OPPOSITION

04/16/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/27/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/08/2024

XAEC

EXAMINER'S AMENDMENT ENTERED

03/08/2024

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

03/08/2024

GNEA

EXAMINERS AMENDMENT E-MAILED

03/08/2024

CNEA

EXAMINERS AMENDMENT -WRITTEN

03/08/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/07/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/07/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/07/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/31/2024

GNRT

NON-FINAL ACTION E-MAILED

01/31/2024

CNRT

NON-FINAL ACTION WRITTEN

01/31/2024

DOCK

ASSIGNED TO EXAMINER

01/24/2024

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

05/25/2023

NWAP

NEW APPLICATION ENTERED

05/01/2023

Continuous trademark protection

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