WEALTHDNA

Live / Registered — Registered and renewed (as of 24 Apr 2019)

What this means for you

Registered since 24 Mar 2009. 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 24 Mar 2019).

Record

Serial number
77096908
Registration number
3593642
Mark type
Stylized text
Filed
01 Feb 2007
Published for opposition
06 Jan 2009
Registered
24 Mar 2009
Next maintenance due
24 Mar 2019
Attorney of record
Jefferson F. Scher

Goods and services

  • Class 036 — Insurance and financial services: Estate planning; Financial portfolio management; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments

Owner

Prosecution history

  • 24 Apr 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 24 Apr 2019 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 24 Apr 2019 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 24 Apr 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 21 Mar 2019 — TEAS SECTION 8 & 9 RECEIVED
  • 24 Mar 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 02 Apr 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 02 Apr 2015 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 02 Apr 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 23 Mar 2015 — TEAS SECTION 8 & 15 RECEIVED
  • 29 Jul 2009 — AMENDMENT UNDER SECTION 7 - PROCESSED
  • 22 Jul 2009 — ASSIGNED TO PARALEGAL
  • 09 Jul 2009 — TEAS SECTION 7 REQUEST RECEIVED
  • 24 Mar 2009 — REGISTERED-PRINCIPAL REGISTER
  • 06 Jan 2009 — PUBLISHED FOR OPPOSITION

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