USPTO serial 77799585
WEALTHVEST
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 12, 2010
- Examiner
- PERKINS, ELLEN J
- Law office
- GENERIC WEB UPDATE
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
Bozeman, MT
Bozeman, MT
Bozeman, MT
BOZEMAN, MT
BOZEMAN, MT
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Antoinette M. Tease
Antoinette M. Tease Antoinette M Tease, P.L.L.C.P.O. Box 1902BILLINGS, MT 59103UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business consulting services relating to strategy, marketing, production and retail sales of annuities, insurance and guaranteed rate investment products | ACTIVE | Jun 24, 2010 |
| 036 | Guaranteed rate financial investment brokerage; fixed and variable life insurance brokerage; issuance and administration of fixed and variable annuities | ACTIVE | Jun 24, 2010 |
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.
- Other trademarks owned by Advisors Insight Corp.
- Other trademarks owned by Advisors Insight Corp.
- Other trademarks owned by Advisors Insight Corp.
- Other trademarks owned by WEALTHVEST MARKETING, INC.
- Other trademarks owned by WEALTHVEST LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named WEALTHVEST
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 1, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| May 23, 2020 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| May 23, 2020 | 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. |
| May 23, 2020 | 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. |
| May 23, 2020 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| May 19, 2020 | PR89 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 | — |
| May 19, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 11, 2020 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Oct 12, 2019 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Dec 10, 2015 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Dec 10, 2015 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Dec 10, 2015 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 15, 2015 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 15, 2015 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 9, 2011 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 12, 2010 | 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. |
| Sep 10, 2010 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 10, 2010 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Sep 9, 2010 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Sep 8, 2010 | ALIE | ASSIGNED TO LIE | — |
| Aug 31, 2010 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 20, 2010 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 20, 2010 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 28, 2010 | IUAF | USE AMENDMENT FILED | — |
| Jun 28, 2010 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| May 25, 2010 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Mar 30, 2010 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 30, 2010 | 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. |
| Feb 25, 2010 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 24, 2010 | ALIE | ASSIGNED TO LIE | — |
| Jan 28, 2010 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 22, 2010 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 22, 2010 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 22, 2010 | 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. |
| Nov 12, 2009 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Nov 12, 2009 | GNRT | NON-FINAL ACTION E-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. |
| Nov 12, 2009 | CNRT | NON-FINAL ACTION WRITTEN | 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. |
| Nov 12, 2009 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 12, 2009 | MPMK | NOTICE OF PSEUDO MARK MAILED | — |
| Aug 11, 2009 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 11, 2009 | NWAP | NEW APPLICATION ENTERED | — |