NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
11/05/2023
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Official data from USPTO
WEALTHPORT
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
37
Latest update
11/05/2023
Trademark type
Word
Nice classes
36
Filing date
04/05/2012
Registration date
06/04/2013
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/05/2023
Last transaction
11/05/2023
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
03/30/2012
First use in commerce
03/30/2012
Drawing code
4
Owner type
03
Owner location
Fairfield, IA, US
Examiner
MULLEN, MARK
Law office
M20
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
CAMBRIDGE INVESTMENT RESEARCH, INC.
CPA Financial Group, LLC
Representatives
Brett D. Papendick SHUTTLEWORTH & INGERSOLL, PLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Estate trust planning; Financial administration of retirement plans; Financial serviceswealth management services; Insurance and financial information and consultancy services
Publications
History of USPTO decisions and trademark events.
37 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
11/05/2023
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
11/05/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/05/2023
E89R
TEAS SECTION 8 & 9 RECEIVED
05/11/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/20/2023
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
01/20/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/20/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/20/2023
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/04/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/20/2020
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
02/20/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/20/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/20/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
02/20/2020
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
04/30/2019
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
04/30/2019
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/30/2019
E815
TEAS SECTION 8 & 15 RECEIVED
03/26/2019
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/04/2018
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
09/10/2014
R.PR
REGISTERED-PRINCIPAL REGISTER
06/04/2013
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/19/2013
PUBO
PUBLISHED FOR OPPOSITION
03/19/2013
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/27/2013
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
02/14/2013
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/13/2013
DOCK
ASSIGNED TO EXAMINER
02/13/2013
RCCK
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
01/31/2013
ALIE
ASSIGNED TO LIE
01/25/2013
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
07/25/2012
GNSL
LETTER OF SUSPENSION E-MAILED
07/25/2012
CNSL
SUSPENSION LETTER WRITTEN
07/25/2012
DOCK
ASSIGNED TO EXAMINER
07/18/2012
MPMK
NOTICE OF PSEUDO MARK MAILED
04/19/2012
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/13/2012
NWAP
NEW APPLICATION ENTERED
04/09/2012
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