USPTO serial 76513022
UBS WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 18, 2005
- Examiner
- CHHINA, KARANENDRA S
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
ZURICH, CH
CH-8001 Zurich, CH
CH-8001 Zurich, CH
CH-8001 Zurich, CH
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Dyan M. House
Dyan M. House Baker & Mckenzie, LLP1900 N. Pearl Street, Suite 1500Dallas, TX 75201United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | PREPARATION OF FINANCIAL BUSINESS REPORTS; FINANCIAL STATEMENT PREPARATION AND ANALYSIS FOR BUSINESSES; TAX CONSULTATION, NAMELY PREPARATION AND ANALYSIS OF TAX ADVISORY OPINIONS AND ASSESSMENTS | ACTIVE | — |
| 036 | INSURANCE AFFAIRS, NAMELY INSURANCE BROKERAGE, INSURANCE CONSULTATION AND INSURANCE UNDERWRITING FOR ALL TYPES OF INSURANCE; FINANCIAL AFFAIRS, NAMELY FINANCIAL MANAGEMENT, FINANCIAL PLANNING, FINANCIAL FORECASTING, FINANCIAL PORTFOLIO MANAGEMENT AND FINANCIAL ANALYSIS AND CONSULTATION; BANKING; FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS; FINANCIAL SERVICES, NAMELY PROVIDING INFORMATION IN THE FIELD OF FINANCE VIA THE INTERNET AND PROVIDING ON-LINE STORED VALUE ACCOUNTS IN AN ELECTRONIC ENVIRONMENT; ELECTRONIC BANKING SERVICES VIA A GLOBAL COMPUTER NETWORK; STOCK BROKERAGE SERVICES, NAMELY TRADING IN SECURITIES, DERIVATIVES AND CURRENCIES; MONETARY EXCHANGE; COMMODITIES EXCHANGE SERVICES; FINANCIAL EXCHANGE; FINANCIAL INFORMATION IN THE NATURE OF RATES OF EXCHANGE; FUTURES EXCHANGE SERVICES; CURRENCY EXCHANGE AND ADVICE; BROKERAGE IN THE FIELD OF COMMODITIES, INVESTMENTS, REAL ESTATE, MORTGAGE, MUTUAL FUNDS, SECURITIES AND STOCKS; CONSULTATION SERVICES IN THE FIELD OF BANKING, COMMODITIES, INVESTMENTS, REAL ESTATE, MORTGAGE, MUTUAL FUNDS, SECURITIES, STOCKS, CAPITAL INVESTMENT, CREDIT AND CREDIT INQUIRY; AGENCIES IN THE FIELD OF BONDS AND OTHER SECURITIES; DEBT RECOVERY AND COLLECTION AGENCIES; TRANSFER AGENCY SERVICES RENDERED TO ISSUERS OF INVESTMENT SECURITIES; FINANCIAL CONSULTATION SERVICES IN THE FIELD OF PAYMENT SYSTEMS; INVESTMENT MANAGEMENT SERVICES, NAMELY MANAGEMENT OF ASSETS; ADMINISTRATION OF EMPLOYEE PENSION PLANS FOR OTHERS; FINANCIAL TRANSACTIONS, NAMELY INVESTMENT FUND TRANSFER AND TRANSACTION SERVICES; DEBIT CARD SERVICES; DEBIT ACCOUNT SERVICES VIA A COMPUTER READABLE CARD; CONSULTANCY SERVICES IN THE FIELD OF FINANCIAL PLANNING AND FINANCIAL MANAGEMENT; FINANCIAL MANAGEMENT, NAMELY MANAGEMENT OF MUTUAL FUNDS; FINANCIAL CONSULTATION SERVICES IN THE FIELD OF FINANCIAL PLANNING, FINANCIAL MANAGEMENT, AND PAYMENT SYSTEMS; INVESTMENT MANAGEMENT AND RISK MANAGEMENT; FINANCIAL SERVICES FOR TRUSTS, NAMELY INVESTMENT FUND TRANSFER AND TRANSACTION SERVICES; INVESTMENT ADVISORY SERVICES AND ASSET MANAGEMENT SERVICES; REAL ESTATE ACQUISITION SERVICES; REAL ESTATE APPRAISAL; REAL ESTATE EQUITY SHARING, NAMELY, MANAGING AND ARRANGING FOR CO-OWNERSHIP OF REAL ESTATE; REAL ESTATE ESCROW SERVICES; REAL ESTATE INVESTMENT; REAL ESTATE MANAGEMENT; ESTATE TRUST MANAGEMENT; TRUST SERVICES, NAMELY, INVESTMENT AND TRUST COMPANY SERVICES; ESTATE PLANNING; TRUSTEESHIP REPRESENTATIVES; PROVIDING INVESTMENT ADVICE, NAMELY IN CONNECTION WITH INSURANCE, FINANCE, BANKING, COMMODITY, CURRENCY AND REAL ESTATE SERVICES; CONSULTATION AND COMMISSIONING ORDERS IN CONNECTION WITH INSURANCE, FINANCE, BANKING, COMMODITY, CURRENCY AND REAL ESTATE SERVICES; BROKERAGE SERVICES IN CONNECTION WITH TRADING IN ENERGY, SOURCES OF ENERGY AND ENERGY BY-PRODUCTS; AND FINANCIAL SPONSORSHIP IN THE FIELDS OF THE CULTURAL ARTS, SPORTS AND RESEARCH INTO ECONOMICS, POLITICS AND LAW | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 16, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 16, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 16, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 30, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Mar 30, 2025 | RNL2 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Mar 30, 2025 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Mar 30, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 13, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 18, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jan 25, 2017 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 15, 2014 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Dec 15, 2014 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Dec 15, 2014 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Dec 15, 2014 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 24, 2014 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 18, 2011 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jan 18, 2011 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 3, 2011 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Aug 18, 2010 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 18, 2005 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Oct 26, 2004 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Oct 6, 2004 | NPUB | NOTICE OF PUBLICATION | — |
| Aug 24, 2004 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Aug 9, 2004 | ALIE | ASSIGNED TO LIE | — |
| Jul 28, 2004 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 3, 2004 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 3, 2004 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 18, 2004 | CNFR | FINAL REFUSAL MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Apr 1, 2004 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 1, 2004 | PAPER RECEIVED | — | |
| Nov 4, 2003 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 28, 2003 | DOCK | ASSIGNED TO EXAMINER | — |