PENNSYLVANIA WEALTH MANAGEMENT

Live / Registered — Registered and renewed (as of 29 Oct 2024)

What this means for you

Registered since 10 Feb 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 10 Feb 2025).

Record

Serial number
86335425
Registration number
4686175
Mark type
Stylized text
Filed
12 Jul 2014
Registered
10 Feb 2015
Next maintenance due
10 Feb 2025
Attorney of record
Andrea Gorrie

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration; Underwriting, issuance and administration of annuities; Assessing insurance claims; Brokerage in the field of insurance; Consulting and information concerning insurance; Insurance administration; Insurance brokerage services; Insurance consultancy; Financial investment brokerage; Investment advisory services; Investment advice; Investment brokerage; Investment management

Owner

Prosecution history

  • 29 Oct 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 29 Oct 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 29 Oct 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 28 Oct 2024 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 23 Oct 2024 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
  • 23 Oct 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 27 Jul 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 10 Feb 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 14 May 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 13 May 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 13 May 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 07 Apr 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 07 Apr 2021 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 07 Apr 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 07 Apr 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

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