USPTO serial 85590400
WEALTHPORT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 4, 2013
- Examiner
- MULLEN, MARK
- 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
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
CAMBRIDGE INVESTMENT RESEARCH, INC.
Fairfield, IA
Other trademarks owned by CAMBRIDGE INVESTMENT RESEARCH, INC.
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Brett D. Papendick
Brett D. Papendick SHUTTLEWORTH & INGERSOLL, PLC115 3RD STREET SE, SUITE 500P.O. Box 2107CEDAR RAPIDS, IA 52401Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | [ Estate trust planning; Financial administration of retirement plans; Financial services, namely, wealth management services; Insurance and ] financial information and consultancy services | ACTIVE | Mar 30, 2012 |
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 CPA Financial Group, LLC
- Other trademarks owned by CPA Financial Group, LLC
- Other trademarks owned by CPA Financial Group, LLC
- Other trademarks owned by CAMBRIDGE INVESTMENT RESEARCH, INC.
- Other trademarks in Class 036
- Similar marks named WEALTHPORT
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 5, 2023 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Nov 5, 2023 | 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. |
| Nov 5, 2023 | 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. |
| Nov 5, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 11, 2023 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 20, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 20, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Jan 20, 2023 | 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. |
| Jan 20, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 4, 2022 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Feb 20, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 20, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 20, 2020 | 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. |
| Feb 20, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 20, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 30, 2019 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Apr 30, 2019 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Apr 30, 2019 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 26, 2019 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 4, 2018 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 10, 2014 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 4, 2013 | 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. |
| Mar 19, 2013 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 19, 2013 | 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 27, 2013 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 14, 2013 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 13, 2013 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 13, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 31, 2013 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jan 25, 2013 | ALIE | ASSIGNED TO LIE | — |
| Jul 25, 2012 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Jul 25, 2012 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Jul 25, 2012 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Jul 18, 2012 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 19, 2012 | MPMK | NOTICE OF PSEUDO MARK MAILED | — |
| Apr 13, 2012 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 9, 2012 | NWAP | NEW APPLICATION ENTERED | — |