WEALTHGUIDE
Live / Registered — Registered and renewed (as of 16 Mar 2021)
What this means for you
Registered since 08 Jun 2010. 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 08 Jun 2020).
Record
- Serial number
- 77568321
- Registration number
- 3800329
- Mark type
- Stylized text
- Filed
- 11 Sept 2008
- Published for opposition
- 07 Jul 2009
- Registered
- 08 Jun 2010
- Next maintenance due
- 08 Jun 2020
- Attorney of record
- Daniel Hwang
Goods and services
- Class 036 — Insurance and financial services: Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives
- Class 042 — Scientific and technological services: Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients' holdings and financial positions, and for conducting all client-based workflow, client-related communications management, and client-related task scheduling from one central location
Owner
- ADVISOR360, LLC, WESTON, MA, US
- ADVISOR360, LLC, WESTON, MA, US
- COMMONWEALTH EQUITY SERVICES, LLC, WALTHAM, MA, US
- COMMONWEALTH EQUITY SERVICES, LLC, WALTHAM, MA, US
- COMMONWEALTH EQUITY SERVICES, INC., WALTHAM, MA, US
- COMMONWEALTH EQUITY SERVICES, INC., WALTHAM, MA, US
- Commonwealth Equity Services, LLP, Waltham, MA, US
- Commonwealth Equity Services, LLP, Waltham, MA, US
- Commonwealth Equity Services, LLP, Waltham, MA, US
- Commonwealth Equity Services, LLP, Waltham, MA, US
- Commonwealth Equity Services, LLP, Waltham, MA, US
- Commonwealth Equity Services, LLP, Waltham, MA, US
Prosecution history
- 17 Feb 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 17 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 16 Mar 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 16 Mar 2021 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 16 Mar 2021 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 04 Feb 2021 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 05 Aug 2020 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
- 05 Aug 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 08 Jun 2020 — TEAS SECTION 8 & 9 RECEIVED
- 25 Sept 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 10 Apr 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 20 Mar 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 10 Feb 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED