Who owns the CONCIERGE WEALTH MANAGEMENT trademark?

The CONCIERGE WEALTH MANAGEMENT trademark is owned by Julian B Morris.

What class is the CONCIERGE WEALTH MANAGEMENT trademark registered in?

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

What is the serial number for CONCIERGE WEALTH MANAGEMENT?

The USPTO serial number for CONCIERGE WEALTH MANAGEMENT is 99300858.

What is the registration number for CONCIERGE WEALTH MANAGEMENT?

CONCIERGE WEALTH MANAGEMENT is registered under USPTO registration number 0.

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Updated Sep 18, 2026·9 searches this week

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CON

USPTO Trademark Record

PENDING

CONCIERGE WEALTH MANAGEMENT

SN 99300858·Reg 0·Filed Jul 24, 2025

Owner Julian B Morris

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

CONCIERGE WEALTH MANAGEMENT (Serial No. 99300858), Registration No. 0, is a pending US trademark filed on Jul 24, 2025 by Julian B Morris. This trademark covers Class 036 (Insurance, financial & real estate services).

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CONCIERGE WEALTH MANAGEMENT (Reg. #0) is a pending US trademark that was filed in 2025 and is currently under USPTO examination. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Jul 24, 2025

SERIAL

99300858

REG#

REGISTERED

Dec 31, 1969

Filing Information

StatusPENDING

Filing DateJul 24, 2025

Serial Number99300858

Registration No.0

Registration DateDec 31, 1969

Status DateApr 29, 2026

Mark TypeStandard characters

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 15, 2010

First use in commerce: Dec 15, 2010

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.

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Status History

19 events

SUSPENSION LETTER WRITTEN

Apr 29, 2026

SUSPENSION LETTER WRITTEN

LETTER OF SUSPENSION E-MAILED

Apr 29, 2026

LETTER OF SUSPENSION E-MAILED

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

Apr 29, 2026

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 18, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 18, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 18, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 18, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 18, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 18, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Feb 07, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 07, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 07, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Feb 04, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Feb 04, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Feb 04, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Dec 10, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 02, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jul 24, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Jul 24, 2025

APPLICATION FILING RECEIPT MAILED

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