CURATED WEALTH PARTNERS

Serial Number 98793234
Registration 8064912
700

Registration Progress

Application Filed
Oct 9, 2024
Under Examination
Approved for Publication
Oct 28, 2025
Published for Opposition
Oct 28, 2025
Registered
Dec 16, 2025

Trademark Image

CURATED WEALTH PARTNERS

Basic Information

Serial Number
98793234
Registration Number
8064912
Filing Date
October 9, 2024
Registration Date
December 16, 2025
Published for Opposition
October 28, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Dec 16, 2025
Registration
Registered
Classes
036

Rights Holder

Curated Wealth Partners, LLC

16
Address
2101 El Segundo Boulevard, Ste 501
El Segundo, CA 90245

Ownership History

Curated Wealth Partners, LLC

Original Applicant
16
El Segundo, CA

Curated Wealth Partners, LLC

Owner at Publication
16
El Segundo, CA

Curated Wealth Partners, LLC

Original Registrant
16
El Segundo, CA

Legal Representation

Attorney
John T. Cavan

USPTO Deadlines

All Deadlines Cleared

All 1 deadline(s) have been cleared by subsequent events. No active deadlines at this time.

Application History

17 events
Date Code Type Description Documents
Dec 16, 2025 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Dec 16, 2025 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Oct 28, 2025 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Oct 28, 2025 PUBO A PUBLISHED FOR OPPOSITION Loading...
Oct 22, 2025 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Sep 30, 2025 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Sep 20, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Sep 19, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Sep 19, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jun 18, 2025 XELG O APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED Loading...
Jun 18, 2025 XELR I APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED Loading...
Mar 25, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Mar 25, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Mar 25, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Mar 21, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Oct 9, 2024 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Oct 9, 2024 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Wealth management services covering a wide variety of asset classes in both public and private markets including equities, fixed income, hedge funds, direct private equity and real estate as well as private equity and real estate funds; Financial advisory services in the field of financial trusts, estate planning, financial retirement assets, charitable organizations, investment partnerships and corporations; Financial management of client accounts in the field of mutual funds, exchange traded funds, exchange traded notes, closed end funds, index funds, and alternative investment funds; financial planning;
First Use Anywhere: Sep 12, 2018
First Use in Commerce: Sep 12, 2018

Classification

International Classes
036

Disclaimers

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