WELLTH

Live / Registered — Registered and renewed (as of 21 Mar 2024)

What this means for you

Registered since 30 Apr 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 30 Apr 2023).

Record

Serial number
85737823
Registration number
4329682
Mark type
Stylized text
Filed
25 Sept 2012
Registered
30 Apr 2013
Next maintenance due
30 Apr 2023
Attorney of record
David A Chavous

Goods and services

  • Class 036 — Insurance and financial services: Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others

Owner

Prosecution history

  • 21 Mar 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 21 Mar 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 21 Mar 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 21 Mar 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 19 Oct 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 30 Apr 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 12 Feb 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 12 Feb 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 12 Feb 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 16 Jan 2019 — TEAS SECTION 8 RECEIVED
  • 30 Apr 2018 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 30 Apr 2013 — REGISTERED-SUPPLEMENTAL REGISTER
  • 22 Mar 2013 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 19 Mar 2013 — ASSIGNED TO LIE
  • 06 Mar 2013 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

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