WEALTHPRO

Live / Registered — Registered and renewed (as of 17 Nov 2017)

What this means for you

Registered since 23 Oct 2007. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 23 Oct 2017).

Record

Serial number
77018327
Registration number
3315546
Mark type
Stylized text
Filed
11 Oct 2006
Published for opposition
07 Aug 2007
Registered
23 Oct 2007
Next maintenance due
23 Oct 2017

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, financial management, financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; financial investment services in the fields of securities, asset allocation, stocks, bonds, mutual funds, money market funds, trusts, annuities, and indices of any of them in the nature of fee-based managed portfolios of securities, managed investment accounts, and managed asset allocation accounts; insurance consultation; insurance brokerage services in the fields of life, accident and health, annuities, and variable annuities, disability income, long-term-care, and variable life; insurance services, namely insurance administration and underwriting in the fields of life, accident and health, fixed annuities and variable annuities, disability income, long-term-care, and variable life; employer and employee benefit plan consultation for executive benefits and group benefits; pension option analysis services in the nature of assisting prospective retirees in analyzing and selecting options from their employment benefit plans; wealth management services; risk management services; retirement planning services; estate planning and estate trust management services; philanthropic services concerning monetary donations; providing student loan information and college planning consulting, namely, recommending investments for college savings purposes

Owner

Prior registrations

Prosecution history

  • 17 Nov 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 17 Nov 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 17 Nov 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 17 Nov 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Oct 2017 — TEAS SECTION 8 & 9 RECEIVED
  • 23 Oct 2016 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 08 Dec 2012 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 08 Dec 2012 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 08 Dec 2012 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Nov 2012 — TEAS SECTION 8 & 15 RECEIVED
  • 12 Nov 2012 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Feb 2011 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Feb 2011 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 22 Jul 2009 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 23 Oct 2007 — REGISTERED-PRINCIPAL REGISTER

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