USPTO serial 88313579
WEALTHTREE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 10, 2019
- Examiner
- GOLD, BARBARA
- Law office
- Historical data usage
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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Current trademark owner
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Owner
KEY BISCAYNE, FL
KEY BISCAYNE, FL
Key Biscayne, FL
Key Biscayne, FL
Key Biscayne, FL
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Joshua M. Gerben, Esq.
Joshua M. Gerben, Esq. Gerben Perrott, PLLC1050 Connecticut Ave NW, Suite 500Washington, DC 20036United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial consulting | ACTIVE | Dec 2, 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.
- Other trademarks owned by WEALTHTREE ADVISORS LLC
- Other trademarks owned by WEALTHTREE, LLC
- Other trademarks owned by Mark Chiappara
- Other trademarks owned by Mark Chiappara
- Other trademarks owned by Mark Chiappara
- Other trademarks in Class 036
- Similar marks named WEALTHTREE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 14, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Nov 14, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Nov 14, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 29, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Dec 10, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 29, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 29, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 29, 2022 | 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 29, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 29, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 18, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 16, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 10, 2019 | 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. |
| Nov 5, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Nov 4, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 11, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 10, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Sep 22, 2019 | IUAF | USE AMENDMENT FILED | — |
| Sep 22, 2019 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Aug 13, 2019 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jun 18, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 18, 2019 | 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. |
| May 29, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 9, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 5, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 15, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 27, 2019 | NWAP | NEW APPLICATION ENTERED | — |