AN INVESTMENT ADVISER YOU CAN TALK TO
Live / Registered — Registered and renewed (as of 25 Jul 2018)
What this means for you
Registered since 09 Dec 2008. 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 09 Dec 2018).
Record
- Serial number
- 77293943
- Registration number
- 3544656
- Mark type
- Stylized text
- Filed
- 02 Oct 2007
- Published for opposition
- 18 Mar 2008
- Registered
- 09 Dec 2008
- Next maintenance due
- 09 Dec 2018
- Attorney of record
- Gregory B. Coy
Goods and services
- Class 036 — Insurance and financial services: Investment services, namely, investment consultation and investment management
Owner
- RWA Wealth Partners , LLC, NEWTON, MA, US
- ADVISER INVESTMENTS, LLC, NEWTON, MA, US
- Adviser Investment Management, Inc., Newton, MA, US
- Adviser Investment Management, Inc., Newton, MA, US
- Adviser Investment Management, Inc., Newton, MA, US
Prosecution history
- 18 Nov 2025 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
- 29 Oct 2025 — NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
- 09 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 16 Jul 2025 — POST REGISTRATION ACTION MAILED - SEC. 7
- 15 Jul 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 25 Feb 2025 — TEAS SECTION 7 REQUEST RECEIVED
- 20 Nov 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 25 Jul 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 25 Jul 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 25 Jul 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 25 Jul 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 12 Jul 2018 — TEAS SECTION 8 & 9 RECEIVED
- 02 May 2018 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 20 Dec 2017 — CORRECTION UNDER SECTION 7 - PROCESSED
- 20 Dec 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL