Legal Representation
Attorney
Erica L. Tritt
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 2, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Dec 2, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 2, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial information and advisory services; Financial consultancy services; Financial planning; Estate planning; Financial planning for retirement; Financial risk management; Insurance risk management; Financial risk management consultation; Financial advice relating to tax; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information in the field of financial planning for higher education
First Use Anywhere:
May 16, 2007
First Use in Commerce:
May 16, 2007
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"“WEALTH MANAGEMENT”"