MERRITT POINT WEALTH ADVISORS
Live / Registered — Registered (as of 23 Mar 2021)
What this means for you
Registered since 23 Mar 2021. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90003418
- Registration number
- 6302865
- Mark type
- Stylized text
- Filed
- 16 Jun 2020
- Published for opposition
- 03 Nov 2020
- Registered
- 23 Mar 2021
- Attorney of record
- Russell Anderson
Goods and services
- Class 036 — Insurance and financial services: Financial investment analysis and stock research; Financial planning and investment advisory services; Financial planning, namely, providing information for the creation of investment strategies; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Financial and investment services, namely, management and brokerage in the fields of stocks. bonds, options, commodities, futures and other securities, and investment of funds of others; transfer agency services rendered to issuers of investment securities; financial analysis, management, consulting and advisory services; fund investment; account reporting services, namely, providing bank account and investment account information; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, financial asset management; financial exchange services; financial securities exchange services; commodities exchange services; investment analysis; trust and estate trust management services; retirement payment services, namely, financial administration of retirement accounts; and trusteeship representatives
Owner
- Merritt Point Wealth Advisors LLC, Old Greenwich, CT, US
- Merritt Point Wealth Advisors LLC, Old Greenwich, CT, US
- Merritt Point Wealth Advisors LLC, Old Greenwich, CT, US
Prosecution history
- 23 Mar 2026 — TEAS SECTION 8 & 15 RECEIVED
- 23 Mar 2026 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 23 Mar 2021 — REGISTERED-PRINCIPAL REGISTER
- 16 Feb 2021 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 13 Feb 2021 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 21 Jan 2021 — STATEMENT OF USE PROCESSING COMPLETE
- 29 Dec 2020 — USE AMENDMENT FILED
- 19 Jan 2021 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 29 Dec 2020 — TEAS STATEMENT OF USE RECEIVED
- 29 Dec 2020 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 03 Nov 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Nov 2020 — PUBLISHED FOR OPPOSITION
- 14 Oct 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 26 Sept 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 24 Sept 2020 — EXAMINER'S AMENDMENT ENTERED