NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/14/2025
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Official data from USPTO
WALL ST ALLIANCE
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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
40
Latest update
11/15/2025
Trademark type
Combined
Nice classes
36
Filing date
06/20/2017
Registration date
06/18/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/14/2025
Last transaction
11/15/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
06/22/2013
First use in commerce
08/25/2013
Drawing code
3
Owner type
03
Owner location
Wilmington, NC
Examiner
AGREDA,SAMANTHA LEIGH
Current location
Historical data usage
Mark description
The mark consists of the stylized wording "WALL ST ALLIANCE" on top of two upward sloping street sign backgrounds. The two street sign backgrounds are connected and resemble a ribbon design. The stylized wording "WALL ST" is on the top street sign background and the stylized wording "ALLIANCE" is on the bottom street sign background.
Holders and representatives
Holders
Wall Street Alliance, Inc.
Wall Street Alliance, Inc.
Representatives
Zachary D. Messa JOHNSON POPE BOKOR RUPPEL & BURNS LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planningthe creation of personalized strategies to achieve financial independence; Financial planningcomprehensive cash flow and tax planning; Financial advicebudget planning; Financial servicesmortgage planning; Financial trust planning; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Investment management; Investment advice; Investment advisory services; Investment of funds; Advice relating to investments; Annuity servicesaccount and investment administration and the investment and distribution of annuity funds; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management consultation; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; 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 servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Life insurance underwriting; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing investors with financial information; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans
Publications
History of USPTO decisions and trademark events.
40 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/14/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/14/2025
E815
TEAS SECTION 8 & 15 RECEIVED
07/29/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/18/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
06/18/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/02/2019
PUBO
PUBLISHED FOR OPPOSITION
04/02/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/13/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/25/2019
EXPT
EXPARTE APPEAL TERMINATED
02/22/2019
EXPR
EX PARTE APPEAL-REFUSAL REVERSED
02/22/2019
RBFT
REPLY BRIEF FILED - CHECK TTAB FILES
11/07/2018
GNSN
NOTIFICATION OF EXAMINERS STATEMENT E-MAILED
10/15/2018
GNES
EXAMINERS STATEMENT E-MAILED
10/15/2018
CNES
EXAMINERS STATEMENT - COMPLETED
10/15/2018
JURT
JURISDICTION RESTORED TO EXAMINING ATTORNEY
08/20/2018
GEA1
NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED
05/30/2018
GECD
ACTION DENYING REQ FOR RECON E-MAILED
05/30/2018
CNCF
ACTION CONTINUING FINAL - COMPLETED
05/30/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/21/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/21/2018
ALIE
ASSIGNED TO LIE
05/21/2018
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
05/14/2018
EXPI
EX PARTE APPEAL-INSTITUTED
05/14/2018
JURT
JURISDICTION RESTORED TO EXAMINING ATTORNEY
05/14/2018
EXAF
EXPARTE APPEAL RECEIVED AT TTAB
05/14/2018
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
11/14/2017
GNFR
FINAL REFUSAL E-MAILED
11/14/2017
CNFR
FINAL REFUSAL WRITTEN
11/14/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/18/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/18/2017
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/18/2017
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/22/2017
GNRT
NON-FINAL ACTION E-MAILED
09/22/2017
CNRT
NON-FINAL ACTION WRITTEN
09/22/2017
DOCK
ASSIGNED TO EXAMINER
09/19/2017
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
06/27/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/26/2017
NWAP
NEW APPLICATION ENTERED
06/23/2017
Continuous trademark protection
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