USPTO serial 98018976
VENTURI WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 18, 2024
- Examiner
- SCLEIDOROVICH, JOANNA YAEL
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
Need help with VENTURI WEALTH MANAGEMENT?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Dave Swann
3600B N CAPITAL OF TEXAS HWY STE 200AUSTIN, TX 78746Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Financial records management; Tax and taxation planning, advice, information and consultancy services; Business advice and Information about a corporate executive whose wealth amounts to at least a million dollars, pounds, or the equivalent in other currency | ACTIVE | Aug 15, 2015 |
| 036 | Estate trust management; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy services; Financial consulting services, namely, expert analysis in finance; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial portfolio management; Financial portfolio analysis services; Financial research and information services; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial risk assessment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial trust planning; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Venture capital fund management; Electronic financial trading services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; Management of private equity funds; On-line financial planning services; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial information and financial advice via a website; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Public equity investment management; Real estate investment trust management services; Strategic financial advisory services | ACTIVE | Aug 15, 2015 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Venturi Wealth Management, LLC
- Other trademarks owned by Venturi Wealth Management, LLC
- Other trademarks owned by Venturi Wealth Management, LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named VENTURI WEALTH MANAGEMENT
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 18, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jun 18, 2024 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Apr 2, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 2, 2024 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Mar 13, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 26, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 21, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 29, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 2, 2023 | NWAP | NEW APPLICATION ENTERED | — |