USPTO serial 98063141
VENTURI
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.
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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
DAVE SWANN VENTURI WEALTH MANAGEMENT, LLC3600B N CAPITAL OF TEXAS HWY STE 200AUSTIN, TX 78746Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business planning; Business strategic planning services; Business succession planning; Tax and taxation planning, advice, information and consultancy services; Assistance, advisory services and consultancy with regard to business planning; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; 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 | Jul 1, 2019 |
| 036 | Estate planning; Estate trust planning; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting 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 services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial trust planning; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Real estate investment consultancy; Real estate investment services; Real estate funds investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; 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; Management of private equity funds; Management of a capital investment fund; On-line financial planning services; Private equity fund investment services; 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; Providing venture capital, development capital, private equity and investment funding | ACTIVE | Jul 1, 2019 |
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
- 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 22, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 21, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 31, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 1, 2023 | NWAP | NEW APPLICATION ENTERED | — |