WELCY CAPITAL ADVISORS
Live / Registered — Registered (as of 01 Oct 2024)
What this means for you
Registered since 01 Oct 2024. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98007679
- Registration number
- 7519155
- Mark type
- Stylized text
- Filed
- 22 May 2023
- Published for opposition
- 16 Jul 2024
- Registered
- 01 Oct 2024
- Attorney of record
- B. Anna McCoy
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities and commodities investing; Investment advisory services; Private equity fund investment services; Management of private equity funds; Private equity consultant services; Private credit and debt advisory services, namely, advisory relating to investments in the credit space that are not in liquid tradable securities form
Owner
- Welcy Capital Advisors, Miami, FL, US
- Welcy Capital Advisors, Miami, FL, US
- Welcy Capital Advisors, Miami, FL, US
Prosecution history
- 01 Oct 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 01 Oct 2024 — REGISTERED-PRINCIPAL REGISTER
- 16 Jul 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 16 Jul 2024 — PUBLISHED FOR OPPOSITION
- 16 Jul 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 16 Jul 2024 — PUBLISHED FOR OPPOSITION
- 26 Jun 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 10 Jun 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 14 May 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 14 May 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 14 May 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 14 Feb 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 14 Feb 2024 — NON-FINAL ACTION E-MAILED
- 14 Feb 2024 — NON-FINAL ACTION WRITTEN
- 13 Feb 2024 — ASSIGNED TO EXAMINER