Who owns the TRIO WEALTH MANAGEMENT trademark?

The TRIO WEALTH MANAGEMENT trademark is owned by Trio Wealth Management, LLC.

What class is the TRIO WEALTH MANAGEMENT trademark registered in?

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

What is the serial number for TRIO WEALTH MANAGEMENT?

The USPTO serial number for TRIO WEALTH MANAGEMENT is 98685946.

What is the registration number for TRIO WEALTH MANAGEMENT?

TRIO WEALTH MANAGEMENT is registered under USPTO registration number 7799694.

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TRI

USPTO Trademark Record

REGISTERED

TRIO WEALTH MANAGEMENT

SN 98685946·Reg 7799694·Filed Aug 06, 2024

Owner Trio Wealth Management, LLC

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

TRIO WEALTH MANAGEMENT (Serial No. 98685946), Registration No. 7799694, is a registered US trademark filed on Aug 06, 2024 by Trio Wealth Management, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: May 20, 2031

Mark Intelligence

TRIO WEALTH MANAGEMENT (Reg. #7799694) is a registered US trademark that has been protecting its owner, Trio Wealth Management, LLC, since 2024. 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

Aug 06, 2024

SERIAL

98685946

REG#

7799694

REGISTERED

May 20, 2025

Filing Information

StatusREGISTERED

Filing DateAug 06, 2024

Serial Number98685946

Registration No.7799694

Registration DateMay 20, 2025

Status DateMay 20, 2025

Published for OppositionApr 01, 2025

Filing Basis & Declarations

Filed 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: Nov 03, 2023

First use in commerce: Nov 03, 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

17 events

REGISTERED-PRINCIPAL REGISTER

May 20, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

May 20, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Apr 01, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 01, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 26, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 05, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

NON-FINAL ACTION WRITTEN

Feb 27, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Feb 27, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Feb 27, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Feb 27, 2025

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Feb 27, 2025

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Feb 27, 2025

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Feb 27, 2025

EXAMINER'S AMENDMENT ENTERED

ASSIGNED TO EXAMINER

Feb 23, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 21, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Feb 21, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Aug 07, 2024

NEW APPLICATION ENTERED

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