NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
06/03/2025
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Official data from USPTO
M MONARCH WEALTH STRATEGIES
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Active USPTO registrationType: CombinedOffice: United States
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
06/03/2025
Trademark type
Combined
Nice classes
36
Filing date
12/08/2023
Registration date
06/03/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/03/2025
Last transaction
06/03/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
10/20/2008
First use in commerce
10/20/2008
Drawing code
3
Owner type
03
Owner location
Santa Barbara, CA
Examiner
BURKE, KELLY
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of a stylized letter "M" in the middle of a design of laurel leaves with a crown on top, with the stylized wording "MONARCH" above the stylized wording "WEALTH STRATEGIES" to the right.
Holders and representatives
Holders
M. S. (pessoa física)
Representatives
Kimberly N. Fisher Kolitch Romano Dascenzo Gates LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Estate planning; Financial advice relating to tax; Financial asset management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning and investment advisory services; Financial serviceswealth management services; Investment management
Publications
History of USPTO decisions and trademark events.
19 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
06/03/2025
ETOP
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
05/12/2025
ETOP
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
05/09/2025
ETOF
EXTENSION OF TIME TO OPPOSE RECEIVED
01/10/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/17/2024
PUBO
PUBLISHED FOR OPPOSITION
12/17/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/11/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/22/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/28/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/28/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/28/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/07/2024
GNRT
NON-FINAL ACTION E-MAILED
08/07/2024
CNRT
NON-FINAL ACTION WRITTEN
08/07/2024
DOCK
ASSIGNED TO EXAMINER
07/09/2024
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
03/26/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/07/2024
NWAP
NEW APPLICATION ENTERED
12/08/2023
Continuous trademark protection
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