M MONARCH WEALTH STRATEGIES

Serial Number 98305357
Registration 7814074
700

Registration Progress

Application Filed
Dec 8, 2023
Under Examination
Approved for Publication
Dec 17, 2024
Published for Opposition
Dec 17, 2024
Registered
Jun 3, 2025

Trademark Image

M MONARCH WEALTH STRATEGIES

Basic Information

Serial Number
98305357
Registration Number
7814074
Filing Date
December 8, 2023
Registration Date
June 3, 2025
Published for Opposition
December 17, 2024
Drawing Code
3

Status Summary

Current Status
Active
Status Code
700
Status Date
Jun 3, 2025
Registration
Registered
Classes
036

Rights Holder

Monarch Wealth Strategies

03
Address
222 E. Carrillo St, Ste 208
Santa Barbara, CA 93101

Ownership History

Monarch Wealth Strategies

Original Applicant
03
Santa Barbara, CA

Monarch Wealth Strategies

Owner at Publication
03
Santa Barbara, CA

Monarch Wealth Strategies

Original Registrant
03
Santa Barbara, CA

Legal Representation

Attorney
Kimberly N. Fisher

USPTO Deadlines

Next Deadline
2133 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2025-06-03)
Due Date
June 03, 2031
Grace Period Ends
December 03, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

19 events
Date Code Type Description Documents
Jun 3, 2025 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Jun 3, 2025 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
May 12, 2025 ETOP T EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED Loading...
May 9, 2025 ETOP T EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED Loading...
Jan 10, 2025 ETOF T EXTENSION OF TIME TO OPPOSE RECEIVED Loading...
Dec 17, 2024 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Dec 17, 2024 PUBO A PUBLISHED FOR OPPOSITION Loading...
Dec 11, 2024 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Nov 22, 2024 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Oct 28, 2024 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Oct 28, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Oct 28, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Aug 7, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Aug 7, 2024 CNRT R NON-FINAL ACTION WRITTEN Loading...
Aug 7, 2024 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jul 9, 2024 DOCK D ASSIGNED TO EXAMINER Loading...
Mar 26, 2024 MDSC E NOTICE OF DESIGN SEARCH CODE E-MAILED Loading...
Mar 7, 2024 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Dec 8, 2023 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Estate planning; Financial advice relating to tax; Financial asset management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment management
First Use Anywhere: Oct 20, 2008
First Use in Commerce: Oct 20, 2008

Additional Information

Design Mark
The mark consists of a stylized letter "M" in the middle of a design of laurel leaves with a crown on top, with the stylized wording "MONARCH" above the stylized wording "WEALTH STRATEGIES" to the right.
Color Claim
Color is not claimed as a feature of the mark.

Classification

International Classes
036

Disclaimers

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