EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
10/02/2025
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Official data from USPTO
THE WEALTH & BEYOND PROGRAM
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
THE WEALTH & BEYOND PROGRAM
ST13
US500000076479083Class
36
Filing
76479083
Registration
2812501
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
44
Latest update
10/08/2025
Trademark type
Word
Nice classes
36
Filing date
12/20/2002
Registration date
02/10/2004
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/16/2024
Last transaction
10/08/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
03/01/2000
First use in commerce
03/01/2000
Drawing code
1
Owner type
16
Owner location
New York, NY
Examiner
BELLO, ZACK
Current location
Historical data usage
Holders and representatives
Holders
FOCUS PARTNERS WEALTH, LLC
HoyleCohen, LLC
FOORD, VAN BRUGGEN & EBERSOLE
FOORD, ELFRENA
VAN BRUGGEN, CAROL
EBERSOLE, CHUCK
PAJAK, LAURA
Representatives
Briana R. Falcon Arnall Golden Gregory LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
comprehensive financial planning
Publications
History of USPTO decisions and trademark events.
44 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/02/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/02/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/02/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/02/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
10/02/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01/29/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
10/02/2024
NA15
SEC. 15 ACKNOWLEDGEMENT - E-MAILED
09/16/2024
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
09/16/2024
15AK
REGISTERED - SEC. 15 ACKNOWLEDGED
09/16/2024
RNL2
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
09/16/2024
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
09/16/2024
E15R
TEAS SECTION 15 RECEIVED
09/11/2024
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
09/11/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/05/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/05/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/05/2024
PR89
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
03/23/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/23/2024
E89R
TEAS SECTION 8 & 9 RECEIVED
10/26/2023
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02/10/2023
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
08/08/2018
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
07/19/2017
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/07/2016
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
11/16/2016
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/01/2015
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
06/21/2013
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
06/21/2013
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
06/21/2013
E89R
TEAS SECTION 8 & 9 RECEIVED
06/20/2013
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/20/2013
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
08/29/2009
PLGL
ASSIGNED TO PARALEGAL
08/10/2009
ES8R
TEAS SECTION 8 RECEIVED
08/05/2009
R.PR
REGISTERED-PRINCIPAL REGISTER
02/10/2004
PUBO
PUBLISHED FOR OPPOSITION
11/18/2003
NPUB
NOTICE OF PUBLICATION
10/29/2003
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/21/2003
CFIT
CASE FILE IN TICRS
09/07/2003
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/11/2003
PAPER RECEIVED
08/11/2003
CNRT
NON-FINAL ACTION MAILED
05/27/2003
DOCK
ASSIGNED TO EXAMINER
05/16/2003
Continuous trademark protection
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