YOUR DREAMS ~ YOUR DESTINATION ~ OUR PURPOSE
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 02 Sept 2025)
What this means for you
Registered since 21 May 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88151780
- Registration number
- 5757370
- Mark type
- Stylized text
- Filed
- 11 Oct 2018
- Published for opposition
- 05 Mar 2019
- Registered
- 21 May 2019
- Attorney of record
- Kathryn Konzen
Goods and services
- Class 036 — Insurance and financial services: Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis; Financial asset management; Financial consultation; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio management
Owner
- WEALTH VISION ASSOCIATES LLC, San Francisco, CA, US
- Wealth Vision Advisors LLC, San Francisco, CA, US
- Wealth Vision Advisors LLC, San Francisco, CA, US
- Wealth Vision Advisors LLC, San Francisco, CA, US
Prosecution history
- 02 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 02 Sept 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 11 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 05 Aug 2025 — WITHDRAWAL OF ATTORNEY GRANTED
- 05 Aug 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED
- 05 Aug 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 05 Aug 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 05 Aug 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 15 Nov 2024 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
- 15 Nov 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 30 May 2024 — TEAS SECTION 8 & 15 RECEIVED
- 21 May 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 22 Oct 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 22 Oct 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 22 Oct 2020 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS