Moran Wealth Management, LLC logo

Moran Wealth Management, LLC

9 Marks
LLC
First Filed:Mar 29, 2021Latest Filed:May 14, 2026Address:5801 Pelican Bay Blvd Ste 110, Naples, FL 34108, US

Portfolio Overview

Top Classes

Class 36
Insurance, Financial Services & Real Estate
5(56%)
Class 9
Electronics, Software & Scientific Equipment
4(44%)
Class 41
Education and Entertainment
3(33%)

TTAB Proceedings

No litigation activity

Top Firms

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Trademark Portfolio

9 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
SMOKIN' STOCKS
SMOKIN' STOCKS
Trademark
Word
PENDING
Owner:
Serial:99823866
Filed:May 14, 2026
Classes:9
Goods & Services
Class 009: Downloadable podcasts in the field of wealth management
QUARTER OVER QUARTER
QUARTER OVER QUARTER
Trademark
Word
REGISTERED
Owner:
Serial:99385831
Filed:Sep 10, 2025
Classes:9, 41
Registration:8151925
Registered:Feb 24, 2026
Goods & Services
Class 009: Downloadable podcasts in the field of wealth management; Class 041: Educational services, namely, providing podcasts in the field of wealth management
DIME AFTER DIME
DIME AFTER DIME
Trademark
Word
PENDING
Owner:
Serial:99265914
Filed:Jul 3, 2025
Classes:9, 41
Goods & Services
Educational services, namely, providing podcasts in the field of wealth management; Downloadable podcasts in the field of wealth management
WEALTH INFORMED
WEALTH INFORMED
Trademark
Word
ABANDONED
Owner:
Serial:99265921
Filed:Jul 3, 2025
Classes:9, 41
Goods & Services
Educational services, namely, providing podcasts in the field of wealth management; Downloadable podcasts in the field of wealth management
MEET THE PORTFOLIO MANAGER
MEET THE PORTFOLIO MANAGER
Service Mark
Word
REGISTERED
Owner:
Serial:99138216
Filed:Apr 15, 2025
Classes:36
Registration:8141414
Registered:Feb 17, 2026
Goods & Services
Financial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and investment advisory services; financial consulting; financial retirement planning; financial risk management planning; insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information
MORAN WEALTH MANAGEMENT
MORAN WEALTH MANAGEMENT
Service Mark
Combined
REGISTERED
Owner:
Serial:98296692
Filed:Dec 3, 2023
Classes:36
Registration:7544575
Registered:Oct 22, 2024
Goods & Services
Class 036: Financial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and investment advisory services; financial consulting; financial retirement planning; financial risk management planning; insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information
SEAGATE CAPITAL MANAGEMENT
SEAGATE CAPITAL MANAGEMENT
Service Mark
Combined
REGISTERED
Owner:
Serial:98240006
Filed:Oct 25, 2023
Classes:36
Registration:7521624
Registered:Oct 1, 2024
Goods & Services
Class 036: Financial services, namely, asset management services, investment management, financial portfolio management, modeling and design; financial planning investment advisory services; financial consulting; financial risk management; financial services, namely, operation and management of pooled investment vehicles being exchange traded funds (ETFs)
SEAGATE CAPITAL MANAGEMENT
SEAGATE CAPITAL MANAGEMENT
Service Mark
Word
REGISTERED
Owner:
Serial:98239969
Filed:Oct 25, 2023
Classes:36
Registration:7521620
Registered:Oct 1, 2024
Goods & Services
Class 036: Financial services, namely, asset management services, investment management, financial portfolio management, modeling and design; financial planning investment advisory services; financial consulting; financial risk management; financial services, namely, operation and management of pooled investment vehicles being exchange traded funds (ETFs)
MORAN WEALTH MANAGEMENT
MORAN WEALTH MANAGEMENT
Service Mark
Word
REGISTERED
Owner:
Serial:90609483
Filed:Mar 29, 2021
Classes:36
Registration:6690009
Registered:Apr 5, 2022
Goods & Services
Class 036: Financial services, namely, wealth management services, investment management, portfolio development and investment planning; financial planning and advisory services; financial consulting; financial retirement planning; [ financial risk management planning; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; ] insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information [ ; security brokerage ]