USPTO trademark

1792 WEALTH ADVISORS

RegisteredUSPTOWord markClass 36

"1792 WEALTH ADVISORS" is a word mark owned by 1792 Wealth Advisors, LLC, filed at the USPTO on May 3, 2018. It is registered and covers class 36 (Insurance and Financial).

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Official USPTO record
1792 WEALTH ADVISORS trademark as filed
As filed with the USPTO
Status
Registered
Since March 18, 2025
Filed
May 3, 2018
Registered
January 1, 2019
Expires
Not recorded
Application no.
87905634
Registration no.
5642104
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns 1792 WEALTH ADVISORS

The owner and representative on file with the office.

Owner

1792 Wealth Advisors, LLC

Morristown, United States

Representative

Lori P. Hager, Esq.

Kyberia Legal, LLC

Goods and services

What the mark covers

The products and services 1792 WEALTH ADVISORS is filed for, grouped by Nice class.

  • Banking consultation; Banking and financing services; Credit and financial consultation; Estate planning; Estate trust planning; Financial consultancy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means in the field of personal finance and capital market consulting; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment advice in the fields of personal finance and capital market consulting; Investment advisory services; Investment management in the fields of personal finance and capital market consulting; Investment of funds; Investment of funds for others in the fields of personal finance; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust management accounts

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of acceptance of sec. 8 & 15 - e-mailed
  2. Registered - sec. 8 (6-yr) accepted & sec. 15 ack.
  3. Case assigned to post registration paralegal
  4. Teas section 8 & 15 received
  5. Courtesy reminder - sec. 8 (6-yr) e-mailed
  6. Teas change of correspondence received
  7. Attorney/dom.rep.revoked and/or appointed
  8. Teas revoke/app/change addr of atty/dom rep received
  9. Registered-principal register
  10. Official gazette publication confirmation e-mailed

10 earlier steps on the official record.

FAQ

About 1792 WEALTH ADVISORS

Who owns the trademark "1792 WEALTH ADVISORS"?

The USPTO trademark "1792 WEALTH ADVISORS" (application 87905634) is owned by 1792 Wealth Advisors, LLC.

What is the status of "1792 WEALTH ADVISORS"?

Its status at the USPTO is: registered.

When was "1792 WEALTH ADVISORS" registered?

It was registered on January 1, 2019.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull 1792 WEALTH ADVISORS 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}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2cd5-8c8f-74aa-a661-bd0ce5e5fdbc
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2cd5-8c8f-74aa-a661-bd0ce5e5fdbc",
  "object": "trademark",
  "mark_text": "1792 WEALTH ADVISORS",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "87905634",
  "filing_date": "2018-05-03",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "1792 Wealth Advisors, LLC",
      "entity_id": null
    }
  ]
}