NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
08/12/2025
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Official data from USPTO
SOZO PRIVATE WEALTH
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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
17
Latest update
08/12/2025
Trademark type
Combined
Nice classes
35, 36
Filing date
11/05/2024
Registration date
08/12/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/12/2025
Last transaction
08/12/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
07/01/2023
First use in commerce
07/01/2023
Drawing code
3
Owner type
16
Owner location
Peachtree Corners, GA
Examiner
BERTRAND, JOSEPH A
Law office
M20
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of the word "SOZO" in bold typeface, with the letter "S" illustrated as coming to a point midway at the bottom of the letter, and a dot placed to the left of the point as the end of the "S"; adjacent to the right of the word "SOZO" is the phrase "PRIVATE WEALTH" in smaller typeface, with the word "PRIVATE" placed directly above the word "WEALTH".
Holders and representatives
Holders
139 Enterprises, LLC
Representatives
Jessie D. Rankin James-Bates-Brannan-Groover-LLP
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business planning; Business succession planning
Class 36
Financial advice and consultancy services; Financial planning; Financial serviceswealth management services; Insurance servicesunderwritingissuance and administration of disabilitylifelong-term care insurance; Investment advice
Publications
History of USPTO decisions and trademark events.
17 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
08/12/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/24/2025
PUBO
PUBLISHED FOR OPPOSITION
06/24/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/18/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/19/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
05/19/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/19/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
05/19/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/19/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/16/2025
GNRT
NON-FINAL ACTION E-MAILED
05/16/2025
CNRT
NON-FINAL ACTION WRITTEN
05/16/2025
DOCK
ASSIGNED TO EXAMINER
05/03/2025
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
05/02/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/02/2025
NWAP
NEW APPLICATION ENTERED
11/05/2024
Continuous trademark protection
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