USPTO serial 85321016
WEALTHFORGE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 20, 2011
- Examiner
- TWOHIG, SHANNON MARIE
- Law office
- TMO LAW OFFICE 121
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
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Clearing and reconciling financial transactions via a global computer network; [ Conducting financial feasibility studies; Credit and financial consultation; ] Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; [ Financial asset management; Financial clearing houses; Financial consultancy; Financial consultation; Financial consulting; ] Financial consulting and advising in the field of mergers and acquisitions; [ Financial consulting in the field of real estate note brokerage; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial exchange; Financial forecasting; ] Financial information; Financial information and advisory services; Financial information and evaluations; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; [ Financial research and information services; Financial securities exchange services; ] Financial services in the nature of an investment security; [ Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; ] Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, business fundraising for others; Financial services, namely, business fundraising provided over a computer network such as the Internet; [ Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; ] 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 services, namely, investment fund transfer and transaction services; [ Financial services, namely, microfinance lending services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; ] Financial services, namely, raising debt and equity capital for others; Financial services, namely, raising money for the hedge funds of others; [ Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial valuation of personal property and real estate; Financial valuations; Leveraged buy outs and investments in financially distressed or underperforming companies; ] On-line trading of financial instruments, shares, options and other derivative products; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; [ Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Providing a web site featuring personal financial information and financial advice; ] Providing a web site that assists financial professionals in the management of retirement accounts; [ Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; Providing a website featuring non-downloadable videos in the field of financial planning; ] Providing financial information; [ Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; ] Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of financial stock and equity markets; Providing investors with financial information; [ Providing on-line financial calculators; Provision of a financial exchange for the trading of securities, shares and options and other derivative products; ] Provision of financial information | 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.
- Other trademarks owned by WealthForge Holdings, Inc.
- Other trademarks owned by WealthForge Holdings, Inc.
- Other trademarks owned by WealthForge Holdings, Inc.
- Other trademarks in Class 036
- Similar marks named WEALTHFORGE
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 18, 2021 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Aug 18, 2021 | 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. |
| Aug 18, 2021 | 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. |
| Aug 16, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 27, 2021 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Dec 20, 2020 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Sep 18, 2017 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Sep 18, 2017 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 18, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 14, 2017 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Dec 20, 2016 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 20, 2011 | 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 4, 2011 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 4, 2011 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 4, 2011 | 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. |
| Aug 30, 2011 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 29, 2011 | DOCK | ASSIGNED TO EXAMINER | — |
| May 19, 2011 | MPMK | NOTICE OF PSEUDO MARK MAILED | — |
| May 18, 2011 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 17, 2011 | NWAP | NEW APPLICATION ENTERED | — |