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Official data from USPTO

HERMOSA 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

HERMOSA WEALTH MANAGEMENT

ST13

US500000098091958

Class

36

Filing

98091958

Registration

7449024

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

15

Latest update

07/16/2024

Trademark type

Word

Nice classes

36

Filing date

07/19/2023

Registration date

07/16/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/16/2024

Last transaction

07/16/2024

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

11/25/2020

First use in commerce

11/25/2020

Drawing code

4

Owner type

03

Owner location

Hermosa Beach, CA

Examiner

WLODARCZYK, CAROLYN

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Hermosa Inc.

Representatives

Hermosa Inc.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Advice relating to investments; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planningthe creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advicebudget planning; Financial retirement plan consulting services; Investment advice; Investment advisory services; Investment management; Management of portfolios comprising securities; Management of securities portfolios; Financial asset management; Financial portfolio management; Financial advisory and consultancy serviceswealth managementinvestment managementfinancial planning.; Financial planning and investment advisory services; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planningfinancial goal analysiscash flow analysisretirement planningrisk managementinvestment management.; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial serviceswealth management services; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement

Publications

History of USPTO decisions and trademark events.

15 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

07/16/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

07/16/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

04/30/2024

PUBO

PUBLISHED FOR OPPOSITION

04/30/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/10/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/27/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/26/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/26/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

03/26/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

03/25/2024

GNRT

NON-FINAL ACTION E-MAILED

03/25/2024

CNRT

NON-FINAL ACTION WRITTEN

03/25/2024

DOCK

ASSIGNED TO EXAMINER

03/25/2024

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/17/2023

NWAP

NEW APPLICATION ENTERED

07/22/2023

Continuous trademark protection

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