8 WEALTH MANAGEMENT ISSUES
Live / Registered — Registered and renewed (as of 18 Dec 2018)
What this means for you
Registered since 18 Aug 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 18 Aug 2019).
Record
- Serial number
- 77429724
- Registration number
- 3671163
- Mark type
- Stylized text
- Filed
- 24 Mar 2008
- Registered
- 18 Aug 2009
- Next maintenance due
- 18 Aug 2019
- Attorney of record
- Dyan Finguerra-DuCharme
Goods and services
- Class 036 — Insurance and financial services: Financial investment and insurance services, namely, insurance brokerage, professional money management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, and financial investment, security, commodities and stock brokerage services
Owner
- AVANTAX WEALTH MANAGEMENT, INC., IRVING, TX, US
- H.D. VEST, INC., Irving, TX, US
- Wells Fargo & Company, Minneapolis, MN, US
- Wells Fargo & Company, Minneapolis, MN, US
Prosecution history
- 18 Dec 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 18 Dec 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 18 Dec 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 18 Dec 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 18 Dec 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 18 Dec 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 06 Dec 2023 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 26 Feb 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 15 May 2019 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 18 Dec 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 18 Dec 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 18 Dec 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 18 Dec 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 04 Dec 2018 — TEAS SECTION 8 & 9 RECEIVED
- 18 Aug 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED