CIRCLE WEALTH MANAGEMENT
Live / Registered — Registered and renewed (as of 06 Apr 2023)
What this means for you
Registered since 24 Sept 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 24 Sept 2023).
Record
- Serial number
- 85688984
- Registration number
- 4405700
- Mark type
- Stylized text
- Filed
- 27 Jul 2012
- Published for opposition
- 09 Jul 2013
- Registered
- 24 Sept 2013
- Next maintenance due
- 24 Sept 2023
- Attorney of record
- L. Donald Prutzman
Goods and services
- Class 036 — Insurance and financial services: Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial information; Financial information and advisory services; Financial portfolio management; Financial services, namely, wealth management services; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial information; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; Providing investors with financial information
Owner
- Circle Wealth Management, LLC, Summit, NJ, US
- Circle Wealth Management, LLC, Summit, NJ, US
- Circle Wealth Management, LLC, Summit, NJ, US
Prosecution history
- 06 Apr 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 06 Apr 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 06 Apr 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 06 Apr 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 26 Sept 2022 — TEAS SECTION 8 & 9 RECEIVED
- 24 Sept 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 07 Oct 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 06 Oct 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 06 Oct 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 25 Sept 2018 — TEAS SECTION 8 & 15 RECEIVED
- 24 Sept 2018 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 24 Sept 2013 — REGISTERED-PRINCIPAL REGISTER
- 09 Jul 2013 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 09 Jul 2013 — PUBLISHED FOR OPPOSITION
- 19 Jun 2013 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED