WEBSTER WEALTH ADVISORS
Live / Registered — Registered and renewed (as of 13 Dec 2024)
What this means for you
Registered since 19 May 2015. 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 19 May 2025).
Record
- Serial number
- 86143794
- Registration number
- 4740050
- Mark type
- Stylized text
- Filed
- 14 Dec 2013
- Published for opposition
- 02 Sept 2014
- Registered
- 19 May 2015
- Next maintenance due
- 19 May 2025
- Attorney of record
- Gail Podolsky
Goods and services
- Class 036 — Insurance and financial services: Financial planning, financial advisory and investment advisory services; customized financial management; financial asset management; investment management; investment consultation; investment of funds for others; fiduciary services, namely, trust and estate planning, trust and estate plan consultation, and estate settlement; financial planning for retirement; college tuition planning; financial risk management; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; management of portfolios comprising securities; assisting others with the completion of financial transactions for stocks, bonds, securities, and equities; investment reporting services, namely, tracking and reporting financial account, asset and financial transaction information; online financial account services; preparing account statements and summaries; providing an Internet web site portal offering online access to account information and financial statements; providing a web site featuring financial information and news in the field of finance; providing online financial calculators; providing information in the fields of banking, finance, trusts, estates, investments, financial asset management, financial planning, investment management, business planning, retirement planning, and risk management; all of the foregoing directed particularly, but not exclusively, to high net worth clients via various means, which may include but are not limited to, the Internet, global networks, cloud computing, social media, telephone, in person, e-mail and facsimile
Owner
- Webster Financial Corporation, Waterbury, CT, US
- Webster Financial Corporation, Waterbury, CT, US
- Webster Financial Corporation, Waterbury, CT, US
Prior registrations
Prosecution history
- 13 Dec 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 13 Dec 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 13 Dec 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 13 Dec 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Sept 2024 — TEAS SECTION 8 & 9 RECEIVED
- 13 Jun 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 13 Jun 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 13 Jun 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 19 May 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 20 Sept 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 20 Sept 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 16 Sept 2020 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 21 Aug 2020 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
- 12 Aug 2020 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
- 11 Aug 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL