TPDR
TEAS PETITION TO DIRECTOR RECEIVED
03/10/2026
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Official data from USPTO
ALTIUM WEALTH MANAGEMENT
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Active USPTO registrationType: CombinedOffice: 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
45
Latest update
03/11/2026
Trademark type
Combined
Nice classes
36
Filing date
02/06/2014
Registration date
11/18/2014
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/08/2021
Last transaction
03/11/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
10/01/2010
First use in commerce
10/01/2010
Drawing code
3
Owner type
16
Owner location
PURCHASE, NY, US
Examiner
CHANG, KATHERINE S
Current location
GENERIC WEB UPDATE
Mark description
The mark consists of a tree with a grey trunk and blue leaves appearing above the word "ALTIUM" in blue, which appears above the wording "WEALTH MANAGEMENT" in grey. One horizontal grey line appears to the left of "WEALTH" and one appears to the right of "MANAGEMENT".
Holders and representatives
Holders
ALTIUM OPCO, LLC
ALTIUM WEALTH MANAGEMENT LLC
ALTIUM HOLDINGS GROUP, LLC
ALTIUM WEALTH MANAGEMENT, LLC
Representatives
Anthony L. Meola Offit Kurman, P.A
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial serviceswealth management services
Publications
History of USPTO decisions and trademark events.
45 publications found
PR89
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
12/19/2025
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
10/13/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/10/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/10/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/10/2025
PR89
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
06/14/2025
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
03/10/2025
PR89
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
10/09/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/09/2024
E89R
TEAS SECTION 8 & 9 RECEIVED
07/19/2024
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
11/18/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/07/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/07/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/07/2023
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
03/29/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/22/2023
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
03/15/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/08/2023
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02/08/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/08/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/08/2021
E815
TEAS SECTION 8 & 15 RECEIVED
10/28/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/18/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/18/2019
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/18/2019
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
12/17/2014
R.PR
REGISTERED-PRINCIPAL REGISTER
11/18/2014
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/02/2014
PUBO
PUBLISHED FOR OPPOSITION
09/02/2014
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/13/2014
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
07/25/2014
ALIE
ASSIGNED TO LIE
07/18/2014
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/01/2014
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/24/2014
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/24/2014
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/24/2014
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/13/2014
GNRT
NON-FINAL ACTION E-MAILED
05/13/2014
CNRT
NON-FINAL ACTION WRITTEN
05/13/2014
RFTP
REMOVED FROM TEAS PLUS
05/13/2014
DOCK
ASSIGNED TO EXAMINER
05/13/2014
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
02/21/2014
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/20/2014
NWAP
NEW APPLICATION ENTERED
02/10/2014
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