USPTO serial 87794745
UMPQUA WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
Reg. 5619368Status 710
- Filing date
- Status date
- Registration date
- Nov 27, 2018
- Examiner
- CHHINA, KARANENDRA S
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
Need help with UMPQUA WEALTH MANAGEMENT?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Portland, OR
Portland, OR
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Parna A. Mehrbani
Parna A. Mehrbani Tonkon Torp LLP888 SW FIFTH AVE.SUITE 1600PORTLAND, OR 97204Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Private banking services; personalized financial and banking services, namely, savings and checking account services, consumer and commercial lending services, online banking via a mobile app, mortgage banking, cash management services; monetary exchange services; private wealth management services, namely, private equity and investment funding, asset acquisition, consultation, development and management; alternative investment consultation and planning, namely, private equity, hedge funds, managed futures, real estate, commodities and derivatives contracts; investment services in the nature of investment management services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; providing finance, investment, financial planning and investment strategy information; retirement account investment services; fixed income investment strategy information; life insurance underwriting services, and annuity services, namely, account and investment administration; portfolio construction and implementation in the field of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; financial investment portfolio performance analysis services; investment portfolio management services; financial risk management services; monitoring financial markets for investment purposes; mutual fund administration services; securities brokerage account services, namely, providing account information regarding securities brokerage services, responding to customer inquiries, assisting customer transactions, and account and investment administration; providing investment account information by means of the internet or paper copy; providing an online database featuring financial information of general interest to investors by means of the internet or paper copy; trust services, namely, investment and trust company services; personal and corporate financial trust operations; fiduciary administration services, namely, fiduciary representative services; trustee services, namely, providing bond trustee and paying agent services; directed trustee services; trust services, namely, administration of real estate assets for trusts; real estate tax appraisal services; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; trust distribution, namely, distribution of trust income and/or principal to beneficiaries in accordance with the terms of the trust; administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans; employee benefits financial trust management; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; providing investment advisory and brokerage services via the telephone, mobile device, email, and personal interaction; providing information in the nature of financial advice, analysis, financial education information and guidance via telephone, mobile device, email, and personal interaction; investment advisory and brokerage services, namely, providing financial and investment information services by means of a call center | SECTION 8 - CANCELLED | Jan 18, 2018 |
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 |
|---|---|---|---|
| Jun 6, 2025 | C8.. | CANCELLED SEC. 8 (6-YR) | — |
| Nov 27, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 27, 2018 | 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. |
| Oct 19, 2018 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Oct 19, 2018 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Oct 18, 2018 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Oct 18, 2018 | IUAA | USE AMENDMENT ACCEPTED | — |
| Oct 18, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 18, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 18, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 18, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 17, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 17, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 17, 2018 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Oct 17, 2018 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 15, 2018 | ALIE | ASSIGNED TO LIE | — |
| Oct 2, 2018 | IUAF | USE AMENDMENT FILED | — |
| Oct 2, 2018 | 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. |
| Oct 2, 2018 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Oct 2, 2018 | 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. |
| Oct 2, 2018 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 8, 2018 | 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 8, 2018 | 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 8, 2018 | 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. |
| Apr 11, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 21, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 15, 2018 | NWAP | NEW APPLICATION ENTERED | — |