WALL ST ALLIANCE
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 14 Nov 2025)
What this means for you
Registered since 18 Jun 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87496920
- Registration number
- 5778411
- Mark type
- Design + words
- Filed
- 20 Jun 2017
- Published for opposition
- 02 Apr 2019
- Registered
- 18 Jun 2019
- Attorney of record
- Zachary D. Messa
Goods and services
- Class 036 — Insurance and financial services: Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, comprehensive cash flow and tax planning; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial trust planning; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Investment management; Investment advice; Investment advisory services; Investment of funds; Advice relating to investments; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; 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, 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Life insurance underwriting; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing investors with financial information; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans
Owner
- Wall Street Alliance, Inc., Wilmington, NC, US
- Wall Street Alliance, Inc., Tarpon Springs, FL, US
- Wall Street Alliance, Inc., Tarpon Springs, FL, US
Prosecution history
- 14 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 14 Nov 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 14 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 29 Jul 2025 — TEAS SECTION 8 & 15 RECEIVED
- 18 Jun 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 18 Jun 2019 — REGISTERED-PRINCIPAL REGISTER
- 02 Apr 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 02 Apr 2019 — PUBLISHED FOR OPPOSITION
- 13 Mar 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 25 Feb 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 22 Feb 2019 — EXPARTE APPEAL TERMINATED
- 22 Feb 2019 — EX PARTE APPEAL-REFUSAL REVERSED
- 07 Nov 2018 — REPLY BRIEF FILED - CHECK TTAB FILES
- 15 Oct 2018 — NOTIFICATION OF EXAMINERS STATEMENT E-MAILED
- 15 Oct 2018 — EXAMINERS STATEMENT E-MAILED