WALDRON PRIVATE WEALTH

Live / Registered — Registered (as of 03 Jun 2025)

What this means for you

Registered since 03 Jun 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98732185
Registration number
7815694
Mark type
Stylized text
Filed
04 Sept 2024
Published for opposition
15 Apr 2025
Registered
03 Jun 2025
Attorney of record
Thomas Michael Joseph

Goods and services

  • Class 036 — Insurance and financial services: Aircraft appraisal and valuation services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Credit risk management; Debt management services; Estate planning; Estate trust management; Estate trust planning; Financial advice relating to income tax; Financial advice, namely, budget planning; Financial counseling services, namely, helping others build a better working relationship with their money; Financial management; Financial planning and investment advisory services; Financial portfolio management; Financial research and information services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial asset management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products

Owner

Prosecution history

  • 08 Sept 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 08 Sept 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 08 Sept 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 12 Dec 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 12 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 12 Dec 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 12 Dec 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 03 Jun 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 03 Jun 2025 — REGISTERED-PRINCIPAL REGISTER
  • 15 Apr 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 15 Apr 2025 — PUBLISHED FOR OPPOSITION
  • 09 Apr 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 18 Mar 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 18 Mar 2025 — EXAMINER'S AMENDMENT ENTERED
  • 18 Mar 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

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