SAGE STONE WEALTH MANAGEMENT
"SAGE STONE WEALTH MANAGEMENT" is a word and design mark owned by Sage Stone Wealth Management LLC, filed at the USPTO on March 7, 2025. It is in its opposition period and covers classes 35 and 36.
- Status
- Opposition period
- Since July 8, 2026
- Filed
- March 7, 2025
- Registered
- Not yet
- Expires
- Not recorded
- Application no.
- 99073696
- Registration no.
- Not yet
- Office
- USPTO
- United States Patent and Trademark Office
- Mark type
- Word and design
- 2 classes
Who owns SAGE STONE WEALTH MANAGEMENT
The owner and representative on file with the office.
Owner
Sage Stone Wealth Management LLC
La Jolla, United States
Representative
Kelly A. Floyd
Finch, Thornton & Baird, LLP
What the mark covers
The products and services SAGE STONE WEALTH MANAGEMENT is filed for, grouped by Nice class.
Business consulting services; Business management of the nonprofit corporations and trade associations of others; Business management consulting, strategic planning and business advisory services provided to non-profit corporations, foundations, and small businesses; Business management consulting and advisory services; Business advisory services; Business assistance, advisory and consulting services in the field of financial planning, investment and asset management; Business advisory services, consultancy and information
Financial services, namely, wealth management services; Funds investment; Investment of funds for others; Financial portfolio management; Financial portfolio analysis services; Financial planning; Financial asset management; Investment advisory services; Providing financial information; Capital investment services; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial management; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Strategic financial advisory services; Financial information and advisory services; Financial consulting
What has happened so far
Steps recorded by the USPTO, newest first.
- Extension of time to oppose process - terminated
- Opposition instituted no. 999999
- Extension of time to oppose received
- Official gazette publication confirmation e-mailed
- Published for opposition
- Notification of notice of publication e-mailed
- Approved for pub - principal register
- Teas/email correspondence entered
- Correspondence received in law office
- Teas response to office action received
10 earlier steps on the official record.
Oppositions and cancellations
Proceedings recorded against this mark by the USPTO. Reported as recorded, not legal advice.
About SAGE STONE WEALTH MANAGEMENT
Who owns the trademark "SAGE STONE WEALTH MANAGEMENT"?
The USPTO trademark "SAGE STONE WEALTH MANAGEMENT" (application 99073696) is owned by Sage Stone Wealth Management LLC.
What is the status of "SAGE STONE WEALTH MANAGEMENT"?
Its status at the USPTO is: opposition period.
Get this data via the API
Everything on this page comes from the Signa API. Pull SAGE STONE WEALTH MANAGEMENT and marks like it into your own product with one request.
GET/v1/trademarks/{id}The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/eventsEvery step in the office history
GET/v1/proceedings?trademark_id={id}Oppositions and cancellations against the mark
ID=tm_019d2a87-31c9-7685-a06c-bc00d4a2f9a4
curl https://api.signa.so/v1/trademarks/$ID \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"id": "tm_019d2a87-31c9-7685-a06c-bc00d4a2f9a4",
"object": "trademark",
"mark_text": "SAGE STONE WEALTH MANAGEMENT",
"status": {
"primary": "pending",
"stage": "pending_opposition"
},
"office_code": "US",
"application_number": "99073696",
"filing_date": "2025-03-07",
"nice_classes": [
35,
36
],
"owners": [
{
"name": "Sage Stone Wealth Management LLC",
"entity_id": null
}
]
}