NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
03/21/2024
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Official data from USPTO
WELLTH
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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
25
Latest update
03/21/2024
Trademark type
Word
Nice classes
36
Filing date
09/25/2012
Registration date
04/30/2013
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/21/2024
Last transaction
03/21/2024
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
First use anywhere
09/06/2011
First use in commerce
09/06/2011
Drawing code
4
Owner type
01
Owner location
Haverhill, MA, US
Examiner
CLARKE, NANCY
Law office
L20
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
Michaud, Todd
Representatives
David A Chavous Chavous Intellectual Property Law LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Electronic financial service for the purchase of savings bonds; 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 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 servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; Financial serviceswealth management services; 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 productstrading of and investments in securities and financial instruments and products for others
Publications
History of USPTO decisions and trademark events.
25 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
03/21/2024
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
03/21/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/21/2024
E89R
TEAS SECTION 8 & 9 RECEIVED
10/19/2023
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
04/30/2022
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
02/12/2019
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
02/12/2019
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/12/2019
ES8R
TEAS SECTION 8 RECEIVED
01/16/2019
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
04/30/2018
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
04/30/2013
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/22/2013
ALIE
ASSIGNED TO LIE
03/19/2013
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
03/06/2013
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/13/2013
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/13/2013
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/13/2013
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/23/2013
GNRT
NON-FINAL ACTION E-MAILED
01/23/2013
CNRT
NON-FINAL ACTION WRITTEN
01/23/2013
DOCK
ASSIGNED TO EXAMINER
01/23/2013
MPMK
NOTICE OF PSEUDO MARK MAILED
10/02/2012
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/30/2012
NWAP
NEW APPLICATION ENTERED
09/28/2012
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