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Official data from USPTO

WEALTHMARC

This trademark appears in the official USPTO history.

Even when the status is closed, the history helps calibrate risk, avoid repeating mistakes, and define a safe naming strategy.

CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9Type: CombinedOffice: United States

Quick snapshot

WEALTHMARC

ST13

US500000078468460

Class

42

Filing

78468460

Registration

3045243

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9

Case type

Application and registration

Recorded events

27

Latest update

07/31/2026

Trademark type

Combined

Nice classes

42

Filing date

08/17/2004

Registration date

01/17/2006

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/31/2026

Last transaction

07/31/2026

Responsible office

United States Patent and Trademark Office

Status code

710

Official register

Principal Register

First use anywhere

08/12/2004

First use in commerce

08/12/2004

Drawing code

3

Owner type

03

Owner location

Cleveland, OH, US

Examiner

MICHELI, ANGELA M

Law office

L10

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Ownership Advisors, Inc.

Representatives

Heather M. Barnes BROUSE MCDOWELL

Technical classification

Nice Classes

Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 42

Providing on-line non-downloadable computer program for comprehensive account aggregationfor estateretirementtaxinsurance &/or investment planningstored in a secure location providing real time data.

Publications

History of USPTO decisions and trademark events.

27 publications found

CAEX

CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9

07/31/2026

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

01/17/2025

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

05/22/2015

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

05/22/2015

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

05/22/2015

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

05/22/2015

E89R

TEAS SECTION 8 & 9 RECEIVED

05/06/2015

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED

02/02/2012

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

02/02/2012

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/02/2012

E815

TEAS SECTION 8 & 15 RECEIVED

12/13/2011

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

12/13/2011

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

12/13/2011

R.PR

REGISTERED-PRINCIPAL REGISTER

01/17/2006

PUBO

PUBLISHED FOR OPPOSITION

10/25/2005

NPUB

NOTICE OF PUBLICATION

10/05/2005

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

07/19/2005

ALIE

ASSIGNED TO LIE

07/15/2005

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/14/2005

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/14/2005

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/30/2005

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/30/2005

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

06/30/2005

GNRT

NON-FINAL ACTION E-MAILED

03/21/2005

CNRT

NON-FINAL ACTION WRITTEN

03/21/2005

DOCK

ASSIGNED TO EXAMINER

03/20/2005

NWAP

NEW APPLICATION ENTERED

08/25/2004

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