USPTO serial 85737965
WELLTH FINANCIAL
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 30, 2013
- Examiner
- CLARKE, NANCY
- 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
Haverhill, MA
Haverhill, MA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David A Chavous
David A Chavous Chavous Intellectual Property Law LLC7 West Parish LaneBoxford, MA 01921UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Electronic financial service for the purchase of savings bonds; 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, 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; 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, trading of and investments in securities and financial instruments and products for others | ACTIVE | Sep 6, 2011 |
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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 21, 2024 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Mar 21, 2024 | 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. |
| Mar 21, 2024 | 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 21, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 19, 2023 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Apr 30, 2022 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Feb 12, 2019 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Feb 12, 2019 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Feb 12, 2019 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 16, 2019 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Apr 30, 2018 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Apr 30, 2013 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Mar 25, 2013 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 19, 2013 | ALIE | ASSIGNED TO LIE | — |
| Mar 6, 2013 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Mar 6, 2013 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 6, 2013 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 6, 2013 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 6, 2013 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 13, 2013 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 13, 2013 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 13, 2013 | 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. |
| Jan 25, 2013 | 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. |
| Jan 25, 2013 | 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. |
| Jan 25, 2013 | 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. |
| Jan 23, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 28, 2012 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 28, 2012 | NWAP | NEW APPLICATION ENTERED | — |