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RISE PRIVATE WEALTH MANAGEMENT
Live/Registered
REGISTERED

on 20 Sep 2022

Last Applicant/ Owned by

262 South River Road, Suite #201

Bedford

NH

03110

Serial Number

90891751 filed on 19th Aug 2021

Registration Number

6850454 registered on 20th Sep 2022

in the Principal Register

Correspondent Address

Emily B. Penaskovic

Sheehan Phinney Bass & Green PA

75 Portsmouth Boulevard

Suite 110

Portsmouth,NH 03801

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

PRIVATE WEALTH MANAGEMENT

RISE PRIVATE WEALTH MANAGEMENT

PRIVATE WEALTH MANAGEMENT Business succession planning for business owners and retiring advisors The color(s) blue, light blue, and orange is/are claimed as a feature of the mark. Financial services, namely, wealth management services, financial planning, financial wealth planning, financial asset management, financial asset protection, financial trust administration and estate planning serviceRead More

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, wealth management services, financial planning, financial wealth planning, financial asset management, financial asset protection, financial trust administration and estate planning services, investment advisory and investment management services; Financial consulting; Personal financial planning in the field of retirement planning, estate planning and insurance planning, all of the aforementioned services not including hedge funds or services materially related thereto; Insurance brokerage; Financial consulting regarding mergers and acquisitions of wealth management firms and practices; Investment advice in the field of tax planning


First Use Date in General

17th Feb 2021

First Use Date in Commerce

08th Mar 2021

Class [035]
Advertising, Business & Retail Services


Business succession planning for business owners and retiring advisors


First Use Date in General

17th Feb 2021

First Use Date in Commerce

08th Mar 2021

Mark Details


Serial Number

No 90891751

Mark Type

No Service Mark

Attorney Docket Number

No 48605-00301

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

01.05.01 -

Sun, rising or setting (partially exposed or partially obstructed)

Description of Design Search

The mark consists of a light blue image of a sun with rays atop an orange horizon, with the word "Rise" in a blue stylized font to the left of the sun, and the words "PRIVATE WEALTH MANAGEMENT" in a blue font along the bottom of the mark.

Legal History


Show more

Status DateAction Taken
15th Dec 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
15th Dec 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
15th Dec 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
20th Sep 2022REGISTERED-PRINCIPAL REGISTER
20th Sep 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
05th Jul 2022PUBLISHED FOR OPPOSITION
05th Jul 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
15th Jun 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01st Jun 2022EXAMINERS AMENDMENT -WRITTEN
01st Jun 2022EXAMINERS AMENDMENT E-MAILED