WELLTH FINANCIAL
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
- 85737965
- Registration number
- 4329683
- 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
- Michaud, Todd, Haverhill, MA, US
- Michaud, Todd, Haverhill, MA, US
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
- 25 Mar 2013 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 19 Mar 2013 — ASSIGNED TO LIE
- 06 Mar 2013 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER