Who owns the NAVIGATING WEALTH BEYOND INVESTMENTS trademark?

The NAVIGATING WEALTH BEYOND INVESTMENTS trademark is owned by Sendero Wealth Management, LLC.

What class is the NAVIGATING WEALTH BEYOND INVESTMENTS trademark registered in?

The NAVIGATING WEALTH BEYOND INVESTMENTS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for NAVIGATING WEALTH BEYOND INVESTMENTS?

The USPTO serial number for NAVIGATING WEALTH BEYOND INVESTMENTS is 97739319.

What is the registration number for NAVIGATING WEALTH BEYOND INVESTMENTS?

NAVIGATING WEALTH BEYOND INVESTMENTS is registered under USPTO registration number 7285556.

NAV

USPTO Trademark Record

REGISTERED

NAVIGATING WEALTH BEYOND INVESTMENTS

SN 97739319·Reg 7285556·Filed Jan 03, 2023

Owner Sendero Wealth Management, LLC

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

NAVIGATING WEALTH BEYOND INVESTMENTS (Serial No. 97739319), Registration No. 7285556, is a registered US trademark filed on Jan 03, 2023 by Sendero Wealth Management, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: January 23, 2030

Mark Intelligence

NAVIGATING WEALTH BEYOND INVESTMENTS (Reg. #7285556) is a registered US trademark that has been protecting its owner, Sendero Wealth Management, LLC, since 2023. 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

Jan 03, 2023

SERIAL

97739319

REG#

7285556

REGISTERED

Jan 23, 2024

Owner

Applicant

Sendero Wealth Management, LLC

Entity

LLC

State

Address

250 W. Nottingham, Suite 300, San Antonio, TX, 78209

Country

Attorney

NameShannon Marie McKeon

Law firm

SHANNON MARIE MCKEON DYKEMA GOSSETT PLLC

Docket

731996.00003

Address

1301 K STR., N.W., SUITE 1100, WASHINGTON, DC 20005, UNITED STATES

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Filing Information

StatusREGISTERED

Filing DateJan 03, 2023

Serial Number97739319

Registration No.7285556

Registration DateJan 23, 2024

Status DateJan 23, 2024

Published for OppositionNov 07, 2023

Mark TypeStandard characters

Attorney Docket731996.00003

Status DescriptionLive and registered

Filing Signals

FILED

2023

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jul 31, 2019

First use in commerce: Jul 31, 2019

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.

Status History

9 events

REGISTERED-PRINCIPAL REGISTER

Jan 23, 2024

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Jan 23, 2024

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Nov 07, 2023

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 07, 2023

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 18, 2023

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 29, 2023

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Sep 27, 2023

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Jan 06, 2023

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jan 06, 2023

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NAVIGATING WEALTH BEYOND INVESTMENTS

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Other Marks by Sendero Wealth Management, LLC

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

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