Who owns the SOZO PRIVATE WEALTH trademark?

The SOZO PRIVATE WEALTH trademark is owned by 139 Enterprises, LLC.

What is the serial number for SOZO PRIVATE WEALTH?

The USPTO serial number for SOZO PRIVATE WEALTH is 98174048.

What is the registration number for SOZO PRIVATE WEALTH?

SOZO PRIVATE WEALTH is registered under USPTO registration number 8014602.

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SOZ

USPTO Trademark Record

REGISTERED

SOZO PRIVATE WEALTH

Q: What class is the SOZO PRIVATE WEALTH trademark registered in?

The SOZO PRIVATE WEALTH trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

SN 98174048·Reg 8014602·Filed Sep 11, 2023

Owner 139 Enterprises, LLC

Advertising; business management, organization and administration; office functions.; Financial, monetary and banking services; insurance services; real estate services.

SOZO PRIVATE WEALTH (Serial No. 98174048), Registration No. 8014602, is a registered US trademark filed on Sep 11, 2023 by 139 Enterprises, LLC. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

early section 8: November 04, 2031

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Mark Intelligence

SOZO PRIVATE WEALTH (Reg. #8014602) is a registered US trademark that has been protecting its owner, 139 Enterprises, LLC, since 2023. The mark covers Class 035 (Advertising, business management & retail services) and Class 036 (Insurance, financial & real estate services) respectively. Goods and services include Advertising; business management, organization and administration; office functions.; Financial, monetary and banking se.... The mark faced 1 opposition proceeding during prosecution.

FILED

Sep 11, 2023

SERIAL

98174048

REG#

8014602

REGISTERED

Nov 04, 2025

Filing Information

StatusREGISTERED

Filing DateSep 11, 2023

Serial Number98174048

Registration No.8014602

Registration DateNov 04, 2025

Status DateNov 04, 2025

Published for OppositionAug 13, 2024

Filing Basis & Declarations

Standard Characters ClaimedUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Jul 01, 2023

First use in commerce: Jul 01, 2023

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jul 01, 2023

First use in commerce: Jul 01, 2023

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

21 events

REGISTERED-PRINCIPAL REGISTER

Nov 04, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Nov 04, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Oct 12, 2025

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Oct 12, 2025

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

STATEMENT OF USE PROCESSING COMPLETE

Jul 31, 2025

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Oct 31, 2024

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Oct 31, 2024

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Oct 08, 2024

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Aug 13, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 13, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 24, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 03, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

May 17, 2024

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

May 17, 2024

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

May 17, 2024

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

May 08, 2024

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

May 08, 2024

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

May 08, 2024

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

May 06, 2024

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 22, 2023

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Sep 11, 2023

NEW APPLICATION ENTERED

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