Who owns the CLIMB WEALTH MANAGEMENT trademark?

The CLIMB WEALTH MANAGEMENT trademark is owned by Bishop, Adam.

What class is the CLIMB WEALTH MANAGEMENT trademark registered in?

The CLIMB WEALTH MANAGEMENT trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for CLIMB WEALTH MANAGEMENT?

The USPTO serial number for CLIMB WEALTH MANAGEMENT is 87374577.

What is the registration number for CLIMB WEALTH MANAGEMENT?

CLIMB WEALTH MANAGEMENT is registered under USPTO registration number 5638630.

Sealvo

Home Search: CLIMB WEALTH MANAGEMENTCLIMB WEALTH MANAGEMENT #87374577

Back

Updated Sep 27, 2026·17 searches this week

View on USPTO TSDR Find similar marks

CLI

USPTO Trademark Record

REGISTERED

CLIMB WEALTH MANAGEMENT

SN 87374577·Reg 5638630·Filed Mar 16, 2017

Owner Bishop, Adam

Financial, monetary and banking services; insurance services; real estate services.

CLIMB WEALTH MANAGEMENT (Serial No. 87374577), Registration No. 5638630, is a registered US trademark filed on Mar 16, 2017 by Bishop, Adam. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: December 25, 2028

Conflict Analysis

Full conflict analysis for CLIMB WEALTH MANAGEMENT (SN 87374577) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

CLIMB WEALTH MANAGEMENT (Reg. #5638630) is a registered US trademark that has been protecting its owner, Bishop, Adam, since 2017. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Mar 16, 2017

SERIAL

87374577

REG#

5638630

REGISTERED

Dec 25, 2018

Filing Information

StatusREGISTERED

Filing DateMar 16, 2017

Serial Number87374577

Registration No.5638630

Registration DateDec 25, 2018

Status DateFeb 28, 2024

Published for OppositionFeb 27, 2018

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 Accepted

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Oct 09, 2018

First use in commerce: Oct 09, 2018

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

Status History

33 events

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Feb 28, 2024

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Feb 28, 2024

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Feb 26, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 RECEIVED

Jan 02, 2024

TEAS SECTION 8 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Dec 25, 2023

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

Dec 25, 2018

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Nov 20, 2018

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Nov 18, 2018

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Nov 05, 2018

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Nov 05, 2018

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Oct 09, 2018

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Oct 09, 2018

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Apr 24, 2018

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Feb 27, 2018

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Feb 27, 2018

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Feb 07, 2018

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jan 21, 2018

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Jan 11, 2018

TEAS/EMAIL CORRESPONDENCE ENTERED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jan 11, 2018

CORRESPONDENCE RECEIVED IN LAW OFFICE

ASSIGNED TO LIE

Jan 08, 2018

ASSIGNED TO LIE

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

Dec 20, 2017

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

Jul 03, 2017

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

LETTER OF SUSPENSION E-MAILED

Jul 03, 2017

LETTER OF SUSPENSION E-MAILED

SUSPENSION LETTER WRITTEN

Jul 03, 2017

SUSPENSION LETTER WRITTEN

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 22, 2017

TEAS/EMAIL CORRESPONDENCE ENTERED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 21, 2017

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 21, 2017

TEAS RESPONSE TO OFFICE ACTION RECEIVED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 15, 2017

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NON-FINAL ACTION E-MAILED

Jun 15, 2017

NON-FINAL ACTION E-MAILED

NON-FINAL ACTION WRITTEN

Jun 15, 2017

NON-FINAL ACTION WRITTEN

ASSIGNED TO EXAMINER

Jun 09, 2017

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Mar 22, 2017

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Mar 20, 2017

NEW APPLICATION ENTERED

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

WAF

WAFD WEALTH MANAGEMENT

99427555

WaFd, Inc.

REGISTERED

ALT

ALTIUM WEALTH MANAGEMENT

88618415

HIGHTOWER HOLDING, LLC

REGISTERED

WES

WESTHOLLOW WEALTH MANAGEMENT

98792742

WHWM, LLC

REGISTERED

WAT

WATERSEDGE WEALTH MANAGEMENT

88799471

WatersEdge Wealth Management, LLC

REGISTERED

Other Marks by Christopher J. Day

Additional USPTO filings handled by the same attorney of record.

HIS

HISTORICAL SOCIETY OF MICHIGAN

99259922

REGISTERED

MAG

MAGNUS FIREWORKS

99578537

REGISTERED

LOG

LogoMark

99008463

REGISTERED

QUI

QUIKCLOTH TOUGH MESSES

99247568

REGISTERED

CLIMB WEALTH MANAGEMENT

Run a conflict check

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Christopher J. Day

Get pre-filing clearance

Search 15M+ trademarks

Resources

Company