USPTO serial 86186748
ALTIUM WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 18, 2014
- Examiner
- CHANG, KATHERINE S
- Law office
- GENERIC WEB UPDATE
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
PURCHASE, NY, US
PURCHASE, NY, US
PURCHASE, NY, US
Purchase, NY, US
Purchase, NY, US
Purchase, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Anthony L. Meola
Anthony L. Meola Offit Kurman, P.A123 Main Street, 9th FloorWhite Plains, NY 10601United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, wealth management services | ACTIVE | Oct 1, 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 ALTIUM OPCO, LLC
- Other trademarks owned by ALTIUM HOLDINGS GROUP, LLC
- Other trademarks owned by ALTIUM WEALTH MANAGEMENT LLC
- Other trademarks owned by ALTIUM WEALTH MANAGEMENT, LLC
- Other trademarks owned by ALTIUM WEALTH MANAGEMENT, LLC
- Other trademarks owned by ALTIUM WEALTH MANAGEMENT, LLC
- Other trademarks in Class 036
- Similar marks named ALTIUM WEALTH MANAGEMENT
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 10, 2026 | TPDR | TEAS PETITION TO DIRECTOR RECEIVED | — |
| Dec 19, 2025 | PR89 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 | — |
| Oct 13, 2025 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Sep 10, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 10, 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. |
| Sep 10, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 14, 2025 | PR89 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 | — |
| Mar 10, 2025 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Oct 9, 2024 | PR89 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 | — |
| Oct 9, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 19, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Nov 18, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 7, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 7, 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. |
| Jul 7, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 29, 2023 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 22, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Mar 15, 2023 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 8, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 8, 2021 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Feb 8, 2021 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Feb 8, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 28, 2020 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Nov 18, 2019 | 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. |
| Nov 18, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 18, 2019 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 17, 2014 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Nov 18, 2014 | 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 2, 2014 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 2, 2014 | 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 13, 2014 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 25, 2014 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 18, 2014 | ALIE | ASSIGNED TO LIE | — |
| Jul 1, 2014 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 24, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 24, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 24, 2014 | 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 13, 2014 | 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. |
| May 13, 2014 | 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. |
| May 13, 2014 | 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. |
| May 13, 2014 | RFTP | REMOVED FROM TEAS PLUS | — |
| May 13, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 21, 2014 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Feb 20, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 10, 2014 | NWAP | NEW APPLICATION ENTERED | — |