WEALTH REALM
Live / Registered — Registered (as of 30 Sept 2025)
What this means for you
Registered since 30 Sept 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97870537
- Registration number
- 7969444
- Mark type
- Stylized text
- Filed
- 03 Apr 2023
- Published for opposition
- 21 Jan 2025
- Registered
- 30 Sept 2025
Goods and services
- Class 036 — Insurance and financial services: Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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, investment fund transfer and transaction 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Owner
- Jeffrey Ackler, Eustis, FL, US
- Jeffrey Ackler, Eustis, FL, US
- Jeffrey Ackler, Eustis, FL, US
Prosecution history
- 30 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 30 Sept 2025 — REGISTERED-PRINCIPAL REGISTER
- 08 Sept 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 08 Sept 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 07 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 07 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 03 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 03 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 03 Jul 2025 — NON-FINAL ACTION E-MAILED
- 03 Jul 2025 — SU - NON-FINAL ACTION - WRITTEN
- 16 Jun 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 18 Mar 2025 — USE AMENDMENT FILED
- 16 Jun 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 18 Mar 2025 — TEAS STATEMENT OF USE RECEIVED
- 18 Mar 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT