USPTO serial 98063156
WEALTH CHECKPOINTS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 9, 2024
- Examiner
- OBREGON, MICHAEL A
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
W. Reid Morris
W. REID MORRIS MERCHANT & GOULD P.C.P.O. BOX 2910MINNEAPOLIS, MN 55402-0910UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advice relating to tax; Financial management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment management; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Monitoring financial markets for investment purposes | ACTIVE | Jan 1, 2023 |
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 |
|---|---|---|---|
| Jul 9, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 9, 2024 | 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. |
| Apr 23, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 23, 2024 | 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. |
| Apr 3, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 20, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 20, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 20, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 20, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 20, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 12, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 3, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 1, 2023 | NWAP | NEW APPLICATION ENTERED | — |