WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT
Live / Registered — Registered (as of 09 Dec 2025)
What this means for you
Registered since 09 Dec 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97717689
- Registration number
- 8061225
- Mark type
- Design + words
- Filed
- 14 Dec 2022
- Published for opposition
- 02 Apr 2024
- Registered
- 09 Dec 2025
- Attorney of record
- Caroline Boehm
Goods and services
- Class 036 — Insurance and financial services: Investment management and financial planning; personal financial planning and investment advisory services, namely, financial portfolio consultations; providing online information in the fields of personal finance, personal financial planning and investment, and financial portfolio management
Owner
- L. J. ALTFEST & CO., INC., New York, NY, US
- L. J. ALTFEST & CO., INC., New York, NY, US
- L. J. ALTFEST & CO., INC., New York, NY, US
Prior registrations
Prosecution history
- 09 Dec 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 09 Dec 2025 — REGISTERED-PRINCIPAL REGISTER
- 19 Nov 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 19 Nov 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 29 Oct 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 28 Oct 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 01 Jun 2025 — USE AMENDMENT FILED
- 28 Oct 2025 — SOU EXTENSION 2 GRANTED
- 31 May 2025 — SOU EXTENSION 2 FILED
- 28 Oct 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 01 Jun 2025 — SOU TEAS EXTENSION RECEIVED
- 01 Jun 2025 — TEAS STATEMENT OF USE RECEIVED
- 14 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 14 Feb 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 14 Feb 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED