USPTO serial 99315551
VISION WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 2, 2026
- Examiner
- FARRAG, SHERIF G
- 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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Owner
Vancouver, BC, CA
Vancouver, BC, CA
Vancouver, BC, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michael Pampalone
Michael Pampalone Pampalone Law6695 BroadwayMerrillville, IN 46410United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | (Based on Use) Providing financial information; Financial administration of mutual funds; registered savings plans services, namely, savings account services; insurance services, namely, providing insurance information, insurance consultancy, insurance brokerage, insurance underwriting services for all types of insurance, assessing insurance claims, insurance risk management; (Based on 44(e)) (Based on Use) Financial asset management; Financial planning; Estate planning; Financial planning for retirement; Financial analysis and consultation; Investment management; Financial investment in the field of securities; Investment of funds for others; Financial administration of retirement plans; Wealth management; financial investment counseling; financial investments, namely, mutual fund investment; mutual fund services, namely, mutual fund distribution, mutual fund brokerage, establishing mutual funds for others, and mutual fund planning, advisory and analysis services; administration of investment savings accounts; personal financial risk management | ACTIVE | Dec 12, 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 Vision Wealth Management Ltd.
- Other trademarks owned by Vision Wealth Management Ltd.
- Other trademarks owned by Vision Wealth Management Ltd.
- Other trademarks in Class 036
- Similar marks named VISION WEALTH MANAGEMENT
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 2, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jun 2, 2026 | 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 14, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 14, 2026 | 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. |
| Apr 8, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 4, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 4, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 4, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 4, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 4, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 27, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 27, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 27, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 8, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 8, 2026 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 8, 2026 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 16, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 1, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 1, 2025 | ECDR | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS | — |
| Aug 1, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 1, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 1, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 1, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Aug 1, 2025 | NWAP | NEW APPLICATION ENTERED | — |