PROVIANT GROUP WEALTH ADVISORS

Serial Number 99183315
630

Registration Progress

Application Filed
May 13, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Basic Information

Serial Number
99183315
Filing Date
May 13, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
630
Status Date
May 13, 2025
Application
Pending
Classes
036

Rights Holder

St. Cloud Financial Planning Services, LLC

16
Address
1765 Roosevelt Road
Saint Cloud, MN 56301

Ownership History

St. Cloud Financial Planning Services, LLC

Original Applicant
16
Saint Cloud, MN

Legal Representation

Attorney
Jeffrey P. Clancy

Application History

2 events
Date Code Type Description
May 13, 2025 MAFR O APPLICATION FILING RECEIPT MAILED
May 13, 2025 NWAP I NEW APPLICATION ENTERED

Detailed Classifications

Class 036
financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing online financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; financial services, namely, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; insurance brokerage; insurance services, namely, underwriting.
First Use Anywhere: Mar 31, 2025
First Use in Commerce: Mar 31, 2025

Classification

International Classes
036