WEALTHKEEPER

Live / Registered — Registered (as of 13 Feb 2024)

What this means for you

Registered since 13 Feb 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97792831
Registration number
7304582
Mark type
Stylized text
Filed
13 Feb 2023
Published for opposition
28 Nov 2023
Registered
13 Feb 2024
Attorney of record
DAVID HESTER

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial advisory and consultancy services, namely, wealth development and management, pension and retirement solutions, trust funding, small business financial planning and retirement plans, veterans benefits, and personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment fund transfer and transaction services; Advice on finance during retirement; Business finance procurement services; Facilitating and arranging for the financing of small businesses, life insurance policies, and trusts; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing financial information via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services

Owner

Prosecution history

  • 13 Feb 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 13 Feb 2024 — REGISTERED-PRINCIPAL REGISTER
  • 28 Nov 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 28 Nov 2023 — PUBLISHED FOR OPPOSITION
  • 08 Nov 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 25 Oct 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 25 Oct 2023 — ASSIGNED TO EXAMINER
  • 02 Mar 2023 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 16 Feb 2023 — NEW APPLICATION ENTERED

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