MEET THE PORTFOLIO MANAGER

Serial Number 99138216
630

Registration Progress

Application Filed
Apr 15, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

MEET THE PORTFOLIO MANAGER

Basic Information

Serial Number
99138216
Filing Date
April 15, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
630
Status Date
Apr 15, 2025
Application
Pending
Classes
036

Rights Holder

Moran Wealth Management, LLC

16
Address
5801 Pelican Bay Blvd Ste 110
Naples, FL 34108

Ownership History

Moran Wealth Management, LLC

Original Applicant
16
Naples, FL

Legal Representation

Attorney
Jeanne L. Seewald

Application History

3 events
Date Code Type Description
Apr 15, 2025 MAFR O APPLICATION FILING RECEIPT MAILED
Apr 15, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 15, 2025 NWAP I NEW APPLICATION ENTERED

Detailed Classifications

Class 036
Financial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and investment advisory services; financial consulting; financial retirement planning; financial risk management planning; insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information
First Use Anywhere: Mar 20, 2016
First Use in Commerce: Mar 20, 2016

Classification

International Classes
036

USPTO Documents

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