Chalice Wealth Partners LLC logo

Chalice Wealth Partners LLC

8 Marks
LLC
First Filed:Oct 31, 2017Latest Filed:Jun 7, 2021Address:Melbourne, FL 32901

Portfolio Overview

Registered
5(63%)
Dead
3(38%)

Top Classes

Class 42
Software, IT Services & Scientific Research
4(50%)
Class 35
Advertising, Business Services & Retail
3(38%)
Class 41
Education and Entertainment
2(25%)

TTAB Proceedings

No litigation activity

Top Firms

Katherine L. McDaniel, Esq.(Jun 2021)
8

Trademark Portfolio

8 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
SMALL BUSINESS BENEFITS
SMALL BUSINESS BENEFITS
Service Mark
Combined
REGISTERED
Owner:
Serial:90759548
Filed:Jun 7, 2021
Classes:35, 41
Registration:7778828
Registered:Apr 29, 2025
Goods & Services
Providing on-line referrals of third-party goods and services in the fields of marketing, finance, business development, back office support, website design, office supplies, sourcing of goods and services, employee benefits and health insurance to consumers in the nature of owners of small and medium-sized businesses; providing marketing support to owners of small and medium-sized businesses in the nature of providing marketing information and distribution of marketing materials in connection therewith; "SMALL BUSINESS BENEFITS"
CHALICE: THE HOLY GRAIL FOR SMALL BUSINESS OWNERS
Owner:
Serial:90342389
Filed:Nov 25, 2020
Classes:42
CHALICE CARES RX
CHALICE CARES RX
Service Mark
Word
REGISTERED
Owner:
Serial:90106939
Filed:Aug 11, 2020
Classes:35
Registration:6374683
Registered:Jun 1, 2021
Goods & Services
Class 035: Conducting and administering a program for members to obtain discounts on the cost of prescriptions
CHALICE FINTECH INSTITUTE
REGISTERED
Owner:
Serial:88821241
Filed:Mar 4, 2020
Classes:41
Registration:6157495
Registered:Sep 22, 2020
Goods & Services
"FINTECH INSTITUTE"
CHALICE ADVISOR EXCHANGE
CHALICE ADVISOR EXCHANGE
Service Mark
Word
CANCELLED
Owner:
Serial:88062886
Filed:Aug 2, 2018
Classes:42
Registration:5725875
Registered:Apr 16, 2019
Goods & Services
"ADVISOR EXCHANGE"
CHALICE FINANCIAL NETWORK
REGISTERED
Owner:
Serial:88062928
Filed:Aug 2, 2018
Classes:35
Registration:5888284
Registered:Oct 22, 2019
Goods & Services
"FINANCIAL NETWORK"
THE STRENGTH OF WE EMPOWERS THE NETWORK OF ME
Owner:
Serial:88062914
Filed:Aug 2, 2018
Classes:42
Registration:5865624
Registered:Sep 24, 2019
Goods & Services
Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts
CHALICE: THE HOLY GRAIL FOR WEALTH ADVISORS
Owner:
Serial:87666940
Filed:Oct 31, 2017
Classes:42
Registration:5528522
Registered:Jul 31, 2018
Goods & Services
"WEALTH ADVISORS"; Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts

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