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ARTISTRY WEALTH MANAGEMENT
Live/Registered
REGISTERED

on 10 Sep 2024

Last Applicant/ Owned by

700 Central Avenue, Suite 300

St. Petersburg

FL

33701

Serial Number

97407373 filed on 12th May 2022

Registration Number

7503180 registered on 10th Sep 2024

in the Principal Register

Correspondent Address

Brittany J. Maxey-Fisher

Brittany J. Maxey-Fisher MAXEY-FISHER, PLLC

ST. PETERSBURG, FL 33701

United States

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

ARTISTRY WEALTH MANAGEMENT

Business planning; Business succession planning; Business risk management; Business risk assessment; Business consulting, management, and planning services in the field of Employer Benefits, 401(k), 403(b), Executive Benefits; Cost management for group health insurance, life insurance, disability insurance, dental insurance, vision insurance, employee financial benefit retirement plans of others; Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial planning; Financial planning consultation; Financial planning, namely, providing personal and business financial plans with detailed recommendations; Financial administration of employee financial retirement plans and executive financial benefit plans; Financial management in the field of investment portfolios, 401(k) plans, group benefit plans; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Financial advice, namely, budget planning; 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 planning for people with special needs; Cash management; Providing information and research in the field of finance and financial investments; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advisory services; Investment consultancy; Investment management; Investment brokerage; Investment of funds; Investment of funds for others; Advice relating to investments; Investment advice in the fields of securities and retirement; Investment consultation in the fields of securities and retirement; Investment management in the fields of securities and retirement; Investment of funds for others in the fields of securities and retirement; Capital investment services; Consultancy of capital investment; Fund investment consultation; Commodity investment advice; Investment by electronic means; Investment risk assessment services; Private equity fund investment services; Financial investment analysis and stock research; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment management services in the fields of stocks, bonds, options, commodities, futures and other securities; Brokerage in the fields of stocks, bonds, options, commodities, futures and other securities; Financial investment in the field of securities; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities; Annuity services, namely, account and investment administration; Investment management of and distribution of variable annuities; Mutual fund brokerage; Securities brokerage; Commodity brokerage; Brokerage of bonds; Life insurance brokerage; Stock brokerage services; Stocks and bonds brokerage; Financial investment brokerage; Brokerage services for capital investments; Brokerage of shares and other securities; Brokerage services for stocks and bonds; Brokerage of shares or stocks and other securities; Brokerage in the field of stocks, mutual funds, bonds, insurance, annuities; Securities brokerage services, including stock and bond brokerage; Broker-dealer financial services in the field of stocks, mutual funds, bonds, insurance, annuities; Insurance services, namely, underwriting life, disability and long term care; Insurance services, namely, underwriting, issuance and administration of life, disability and long term care insurance; Insurance underwriting consultation; Insurance services, namely, underwriting, issuing and administration of life insurance; Underwriting of life, variable life, disability, and long-term care insurance; Mutual fund investment; Mutual fund distribution; Mutual fund brokerage; Mutual fund planning services; Mutual fund advisory services; Mutual fund development services; Mutual funds and capital investment; Mutual fund financial administration and distribution; Advisory services relating to mutual funds; Providing information in the field of employee financial benefit plans; Providing information about healthcare insurance plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Advisory services in the field of employee benefits plans for group healthcare and business insurance offered to employees; Advisory services in the field of employee benefits plans for medical insurance, dental insurance, life insurance, short term disability insurance, long term disability insurance, cancer insurance, accidental death and dismemberment insurance; Financial services, namely, savings account services for youths; Estate planning; Estate trust planning; Financial planning in the nature of consulting on estate and trust distribution; Business, stock option and pension valuation; Administration of employee benefit plans concerning group health insurance, life insurance, disability insurance, dental insurance, vision insurance; Financial administration of retirement plans


First Use Date in General

01st Mar 2023

First Use Date in Commerce

01st Mar 2023

Class [035]
Advertising, Business & Retail Services


Business planning; Business succession planning; Business risk management; Business risk assessment; Business consulting, management, and planning services in the field of Employer Benefits, 401(k), 403(b), Executive Benefits; Cost management for group health insurance, life insurance, disability insurance, dental insurance, vision insurance, employee financial benefit retirement plans of others; Cost management for the health care benefit plans of others; Cost management for the health benefit plans of others


First Use Date in General

01st Mar 2023

First Use Date in Commerce

01st Mar 2023

Mark Details


Serial Number

No 97407373

Mark Type

No Service Mark

Attorney Docket Number

No 851004

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
10th Sep 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
10th Sep 2024REGISTERED-PRINCIPAL REGISTER
08th Aug 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08th Aug 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
31st Jul 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
31st Jul 2024STATEMENT OF USE PROCESSING COMPLETE
12th Jun 2024TEAS STATEMENT OF USE RECEIVED
12th Jun 2024USE AMENDMENT FILED
12th Dec 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
17th Oct 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED