ALMEGA

Almega Wealth Management Llc

Application Filed: 2022-02-22

Trademark Application Details

Mark For: ALMEGA™ trademark registration is intended to cover the categories of financial management in the field of retirement plans, investment portfolios, estate planning, and investment consulting; Financial portfolio management; Financial services, namely, wealth management services. [all]

Status

2022-02-26 UTC

LIVE APPLICATION Awaiting Examination

The trademark application has been accepted by the Office (has met the minimum filing requirements) and has not yet been assigned to an examiner.

Research	OneLook Acronym Finder
Serial Number	97279059
Mark Literal Elements	ALMEGA
Mark Drawing Type	4 - STANDARD CHARACTER MARK
Mark Type	SERVICE MARK
Register	PRINCIPAL
Current Location	NEW APPLICATION PROCESSING 2022-02-25
Basis	1(a)
Class Status	ACTIVE
Primary US Classes	100: Miscellaneous 101: Advertising and Business 102: Insurance and Financial
Primary International Class	036 - Primary Class (Insurance and financial) Insurance; financial affairs; monetary affairs; real estate affairs.
Filed Use	Yes
Current Use	Yes
Intent To Use	No
Filed ITU	No
44D Filed	No
44E Current	No
66A Current	No
Current Basis	No
No Basis	No
Attorney Name	Adam R. Stephenson
Attorney Docket Number	ALMEGA002

Timeline

2016-09-07	Date of First Use
2016-10-06	Date of Use In Commerce
2022-02-22	Application Filed
2022-02-25	Location: NEW APPLICATION PROCESSING
2022-02-25	Status: Live/Pending
2022-02-25	Status: New application will be assigned to an examining attorney approximately 6 months after filing date.
2022-02-25	Transaction Date

Trademark Parties (Applicants & Owners)

Party:	ALMEGA WEALTH MANAGEMENT LLC
Address	8426 E Country Club Trl Scottsdale, ARIZONA UNITED STATES 85255
Legal Entity Type	Limited Liability Company
Legal Entity State	ARIZONA

Documents

Drawing		2022-02-22
Specimen		2022-02-22
TEAS Plus New Application		2022-02-22

Attorney of Record

ADAM R. STEPHENSON
ADAM R. STEPHENSON, LTD.
8350 E RAINTREE DR. STE 245
SCOTTSDALE, AZ 85260

Good, Services, and Codes

IC 036. US 100 101 102. G & S: Financial management in the field of retirement plans, investment portfolios, estate planning, and investment consulting; Financial portfolio management; Financial services, namely, wealth management services. FIRST USE: 20160907. FIRST USE IN COMMERCE: 20161006

International Codes:	36
U.S. Codes:	100,101,102

Type Code	Type
CU0001	Concurrent use information. 1) Applicant's services: wealth management services; 2) Geographic area applicant is using the mark in commerce: all US states and territories except Texas; 3) Mode of use: service mark for services provided in person and via telecommunication channels (internet, telephone, etc.); 4) Concurrent user's name and address: Mike Raitt, Almega Wealth Management, 2301 Ohio Drive, Ste 138, Plano, TX 75093; 5) Concurrent User's services: wealth management services; 6) Registrations/applications issued/filed by concurrent user: None to applicant's knowledge; 7) Geographic area of concurrent user's use: State of Texas; 8) Mode of use by concurrent user: service mark for services provided in person and believed also provided via telecommunication channels (internet, telephone, etc.); 8) time period of use by concurrent user: 2/2001 to time of filing of this application.
GS0361	Financial management in the field of retirement plans, investment portfolios, estate planning, and investment consulting; Financial portfolio management; Financial services, namely, wealth management services

Type Code

Type

CU0001

Concurrent use information. 1) Applicant's services: wealth management services; 2) Geographic area applicant is using the mark in commerce: all US states and territories except Texas; 3) Mode of use: service mark for services provided in person and via telecommunication channels (internet, telephone, etc.); 4) Concurrent user's name and address: Mike Raitt, Almega Wealth Management, 2301 Ohio Drive, Ste 138, Plano, TX 75093; 5) Concurrent User's services: wealth management services; 6) Registrations/applications issued/filed by concurrent user: None to applicant's knowledge; 7) Geographic area of concurrent user's use: State of Texas; 8) Mode of use by concurrent user: service mark for services provided in person and believed also provided via telecommunication channels (internet, telephone, etc.); 8) time period of use by concurrent user: 2/2001 to time of filing of this application.

GS0361

Financial management in the field of retirement plans, investment portfolios, estate planning, and investment consulting; Financial portfolio management; Financial services, namely, wealth management services

Trademark Filing History

Description	Date	Proceeding Number
NEW APPLICATION ENTERED IN TRAM	2022-02-25

Similar Marks

Mark Image Registration \| Serial	Company Trademark Application Date
ALMEGA 97279059 not registered Live/Pending	ALMEGA WEALTH MANAGEMENT LLC 2022-02-22
ALMEGA 86106633 4786543 Live/Registered	Qualitas Health, Inc. 2013-10-31
ALMEGA 75829839 2460443 Live/Registered	THERMO ELECTRON CIENTIFIC INSTRUMENTS LLC 1999-10-22
ALMEGA 74382215 1814729 Live/Registered	DAIHEN CORPORATION 1993-04-26

uspto.report is an independent third-party trademark research tool that is not affiliated, endorsed, or sponsored by the United States Patent and Trademark Office (USPTO) or any other governmental organization. The information provided by uspto.report is based on publicly available data at the time of writing and is intended for informational purposes only.

While we strive to provide accurate and up-to-date information, we do not guarantee the accuracy, completeness, reliability, or suitability of the information displayed on this site. The use of this site is at your own risk. Any reliance you place on such information is therefore strictly at your own risk.

All official trademark data, including owner information, should be verified by visiting the official USPTO website at www.uspto.gov. This site is not intended to replace professional legal advice and should not be used as a substitute for consulting with a legal professional who is knowledgeable about trademark law.