WEALTHPORT
Live / Registered — Registered and renewed (as of 05 Nov 2023)
What this means for you
Registered since 04 Jun 2013. 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 04 Jun 2023).
Record
- Serial number
- 85590400
- Registration number
- 4345290
- Mark type
- Stylized text
- Filed
- 05 Apr 2012
- Published for opposition
- 19 Mar 2013
- Registered
- 04 Jun 2013
- Next maintenance due
- 04 Jun 2023
- Attorney of record
- Brett D. Papendick
Goods and services
- Class 036 — Insurance and financial services: [ Estate trust planning; Financial administration of retirement plans; Financial services, namely, wealth management services; Insurance and ] financial information and consultancy services
Owner
- CAMBRIDGE INVESTMENT RESEARCH, INC., Fairfield, IA, US
- CPA Financial Group, LLC, Conshohocken, PA, US
- CPA Financial Group, LLC, Conshohocken, PA, US
- CPA Financial Group, LLC, Conshohocken, PA, US
Prosecution history
- 05 Nov 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 05 Nov 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 05 Nov 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 05 Nov 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 11 May 2023 — TEAS SECTION 8 & 9 RECEIVED
- 20 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 20 Jan 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 20 Jan 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 20 Jan 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 04 Jun 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 20 Feb 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 20 Feb 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 20 Feb 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 20 Feb 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 20 Feb 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED