EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
02/17/2026
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Official data from USPTO
WEALTHGUIDE
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WEALTHGUIDE
ST13
US500000077568321Class
36, 42
Filing
77568321
Registration
3800329
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
40
Latest update
02/19/2026
Trademark type
Word
Nice classes
36, 42
Filing date
09/11/2008
Registration date
06/08/2010
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/16/2021
Last transaction
02/19/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
02/16/2010
First use in commerce
02/16/2010
Drawing code
4
Owner type
16
Owner location
WESTON, MA
Examiner
LORENZO, KATHLEEN H
Law office
L90
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
ADVISOR360, LLC
COMMONWEALTH EQUITY SERVICES, LLC
COMMONWEALTH EQUITY SERVICES, INC.
Commonwealth Equity Services, LLP
Representatives
Daniel Hwang Spencer Fane LLP
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives
Class 42
Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients' holdings and financial positionsfor conducting all client-based workflowclient-related communications managementclient-related task scheduling from one central location
Publications
History of USPTO decisions and trademark events.
40 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/17/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/17/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/17/2026
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
03/16/2021
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
03/16/2021
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
03/16/2021
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
02/04/2021
PR89
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
08/05/2020
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/05/2020
E89R
TEAS SECTION 8 & 9 RECEIVED
06/08/2020
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
09/25/2019
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/10/2019
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/20/2019
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
02/10/2017
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/10/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/10/2017
E815
TEAS SECTION 8 & 15 RECEIVED
12/04/2016
R.PR
REGISTERED-PRINCIPAL REGISTER
06/08/2010
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
05/05/2010
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
05/04/2010
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/03/2010
SUPC
STATEMENT OF USE PROCESSING COMPLETE
04/15/2010
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
04/15/2010
IUAF
USE AMENDMENT FILED
03/29/2010
EISU
TEAS STATEMENT OF USE RECEIVED
03/29/2010
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
09/29/2009
PUBO
PUBLISHED FOR OPPOSITION
07/07/2009
NPUB
NOTICE OF PUBLICATION
06/17/2009
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
06/03/2009
ALIE
ASSIGNED TO LIE
06/03/2009
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/02/2009
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/13/2009
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/13/2009
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/13/2009
CNRT
NON-FINAL ACTION MAILED
11/18/2008
CNRT
NON-FINAL ACTION WRITTEN
11/18/2008
DOCK
ASSIGNED TO EXAMINER
11/12/2008
MPMK
NOTICE OF PSEUDO MARK MAILED
09/17/2008
NWAP
NEW APPLICATION ENTERED
09/16/2008
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