VELOS WEALTH MANAGEMENT

Serial Number 97034539
Registration 7844674
700

Registration Progress

Application Filed
Sep 18, 2021
Under Examination
Feb 4, 2025
Approved for Publication
Dec 10, 2024
Published for Opposition
Dec 10, 2024
Registered
Jun 24, 2025

Trademark Image

VELOS WEALTH MANAGEMENT

Basic Information

Serial Number
97034539
Registration Number
7844674
Filing Date
September 18, 2021
Registration Date
June 24, 2025
Published for Opposition
December 10, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Jun 24, 2025
Registration
Registered
Classes
036

Rights Holder

VELOS WEALTH MANAGEMENT LLC

16
Address
650 DUNDEE ROAD
#155
NORTHBROOK, IL 60602

Ownership History

Aron Gorenstein

Original Applicant
01
Northfield, IL

Aron Gorenstein

Owner at Publication
01
Northfield, IL

VELOS WEALTH MANAGEMENT LLC

New Owner After Publication #1
16
NORTHBROOK, IL

VELOS WEALTH MANAGEMENT LLC

Original Registrant
16
NORTHBROOK, IL

Legal Representation

Attorney
Allison Lucas

USPTO Deadlines

Next Deadline
2170 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2025-06-24)
Due Date
June 24, 2031
Grace Period Ends
December 24, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

36 events
Date Code Type Description Documents
Jun 24, 2025 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Jun 24, 2025 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jun 4, 2025 SUNA E NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Loading...
Jun 4, 2025 CNPR P ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Loading...
May 14, 2025 SUPC I STATEMENT OF USE PROCESSING COMPLETE Loading...
May 14, 2025 AITU A CASE ASSIGNED TO INTENT TO USE PARALEGAL Loading...
Feb 25, 2025 EISU I TEAS STATEMENT OF USE RECEIVED Loading...
Feb 25, 2025 IUAF S USE AMENDMENT FILED Loading...
Feb 24, 2025 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Feb 4, 2025 NOAM E NOA E-MAILED - SOU REQUIRED FROM APPLICANT Loading...
Dec 10, 2024 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Dec 10, 2024 PUBO A PUBLISHED FOR OPPOSITION Loading...
Dec 4, 2024 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Nov 18, 2024 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Oct 18, 2024 ALIE A ASSIGNED TO LIE Loading...
Oct 18, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Oct 18, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jul 6, 2024 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jul 6, 2024 PROA I TEAS PETITION TO REVIVE RECEIVED Loading...
Jul 6, 2024 PETG O PETITION TO REVIVE-GRANTED Loading...
Jul 5, 2024 ABN2 O ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE Loading...
Jul 5, 2024 MAB2 E ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND Loading...
Mar 19, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Mar 19, 2024 GNRT O NON-FINAL ACTION E-MAILED Loading...
Mar 19, 2024 CNRT R NON-FINAL ACTION WRITTEN Loading...
Feb 12, 2024 RCCK S SUSPENSION CHECKED - TO ATTORNEY FOR ACTION Loading...
Aug 5, 2023 RCSC S REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED Loading...
Jan 24, 2023 GNS3 O NOTIFICATION OF LETTER OF SUSPENSION E-MAILED Loading...
Jan 24, 2023 GNSL S LETTER OF SUSPENSION E-MAILED Loading...
Jan 24, 2023 CNSL R SUSPENSION LETTER WRITTEN Loading...
Jul 15, 2022 GNS3 O NOTIFICATION OF LETTER OF SUSPENSION E-MAILED Loading...
Jul 15, 2022 GNSL F LETTER OF SUSPENSION E-MAILED Loading...
Jul 15, 2022 CNSL R SUSPENSION LETTER WRITTEN Loading...
Jun 22, 2022 DOCK D ASSIGNED TO EXAMINER Loading...
Oct 22, 2021 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Sep 22, 2021 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Estate planning; Financial planning in the field of wealth management for private individuals; Insurance risk management; Financial wealth portfolio management for individuals; Financial management in the field of personal financial planning, investment portfolio management, specifically as to individual wealth management, liability management, insurance and risk management, and estate planning
First Use Anywhere: Jan 13, 2022
First Use in Commerce: Jan 13, 2022

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"