NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
08/18/2021
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Official data from USPTO
WEALTHFORGE
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
19
Latest update
04/07/2023
Trademark type
Word
Nice classes
36
Filing date
05/13/2011
Registration date
12/20/2011
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/18/2021
Last transaction
04/07/2023
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
2010-00-00
First use in commerce
2010-00-00
Drawing code
4
Owner type
03
Owner location
Richmond, VA, US
Examiner
TWOHIG,SHANNON MARIE
Law office
N20
Current location
TMO LAW OFFICE 120
Holders and representatives
Holders
WealthForge Holdings, Inc.
Representatives
William P. Dickinson, III Kaleo Legal
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Clearing and reconciling financial transactions via a global computer network; Conducting financial feasibility studies; Credit and financial consultation; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial asset management; Financial clearing houses; Financial consultancy; Financial consultation; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting in the field of real estate note brokerage; Financial consulting servicesadvising others regarding intellectual property investments; Financial consulting servicesexpert analysis in finance; Financial exchange; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information services provided on-line from a computer database or a global computer networkproviding information in the field of financial classification of companies and securities; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial research and information services; Financial securities exchange services; Financial services in the nature of an investment security; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a credit or debit card over a global data network; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicesbroker/dealer services on securities exchanges and over-the-counter markets; Financial servicesbusiness fundraising for others; Financial servicesbusiness fundraising provided over a computer network such as the Internet; Financial servicesconducting a securities and derivatives exchange; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicescorporate workoutdebt restructuringreceivershiploan resolution for commercial loans; Financial servicesdealing in securities as a market maker and in trading commoditiessecuritiesoptionsfuturesequities and fixed income products in the U.S. and overseas market securities; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesinvestment fund transfer and transaction services; Financial servicesmicrofinance lending services; Financial servicesoperation and management of hedge fundscommodity pools and other collective investment vehiclestrading for others of securitiesoptionsfuturesderivativesdebt instruments and commodities; Financial servicesproprietary trading in commoditiessecuritiesoptionsfuturesequities and fixed income products in the U.S. and overseas market securities; Financial servicesproviding for the exchange of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; Financial servicesraising debt and equity capital for others; Financial servicesraising money for the hedge funds of others; Financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; Financial valuation of personal property and real estate; Financial valuations; Leveraged buy outs and investments in financially distressed or underperforming companies; On-line trading of financial instrumentssharesoptions and other derivative products; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Providing a web site featuring personal financial information and financial advice; Providing a web site that assists financial professionals in the management of retirement accounts; Providing a web site where users can post ratingsreviews and recommendations on stocksbondsmutual funds and other financial instruments; Providing a website featuring non-downloadable videos in the field of financial planning; Providing financial information; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Providing financial services with respect to securities and other financial instruments and productsproviding financial market news and commentary; Providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Providing on-line financial calculators; Provision of a financial exchange for the trading of securitiesshares and options and other derivative products; Provision of financial information
Publications
History of USPTO decisions and trademark events.
19 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
08/18/2021
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08/18/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/16/2021
E89R
TEAS SECTION 8 & 9 RECEIVED
04/27/2021
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
12/20/2020
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
09/18/2017
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
09/18/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/18/2017
E815
TEAS SECTION 8 & 15 RECEIVED
08/14/2017
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
12/20/2016
R.PR
REGISTERED-PRINCIPAL REGISTER
12/20/2011
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10/04/2011
PUBO
PUBLISHED FOR OPPOSITION
10/04/2011
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/30/2011
DOCK
ASSIGNED TO EXAMINER
08/29/2011
MPMK
NOTICE OF PSEUDO MARK MAILED
05/19/2011
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/18/2011
NWAP
NEW APPLICATION ENTERED
05/17/2011
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