NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
03/29/2025
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Official data from USPTO
WEALTH ADVISOR ALLIANCE
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WEALTH ADVISOR ALLIANCE
ST13
US500000087799009Class
35, 36, 41
Filing
87799009
Registration
5572426
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
03/30/2025
Trademark type
Word
Nice classes
35, 36, 41
Filing date
02/15/2018
Registration date
09/25/2018
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/29/2025
Last transaction
03/30/2025
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
First use anywhere
2013-01-00
First use in commerce
2013-01-00
Drawing code
4
Owner type
13
Owner location
Lombard, IL
Examiner
STRINGER, DANIEL
Current location
Historical data usage
Holders and representatives
Holders
Forum Financial Management, LP
Representatives
Jaclyne D. Wallace Foley & Lardner LLP
Technical classification
Nice Classes
Class 35Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Providing office support staff services and business services in the nature of providing office functions for others in the financial and wealth advisorsinvestmentsestate planningtaxesinsurance industries
Class 36
Providing an internet website portal for advisors and clients featuring financial information regarding current performance and archived performance statementsreports on performanceanalyticsgain reporting
Class 41
Business education and training servicescoaching programs on marketing in the fields of financial and wealth advisors
Publications
History of USPTO decisions and trademark events.
23 publications found
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
03/29/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/29/2025
ES8R
TEAS SECTION 8 RECEIVED
08/27/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09/25/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/06/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/06/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/06/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/06/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/06/2023
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
09/25/2018
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
08/20/2018
ALIE
ASSIGNED TO LIE
08/09/2018
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
07/25/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/20/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/19/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/19/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/13/2018
GNRT
NON-FINAL ACTION E-MAILED
06/13/2018
CNRT
NON-FINAL ACTION WRITTEN
06/13/2018
DOCK
ASSIGNED TO EXAMINER
05/31/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/23/2018
NWAP
NEW APPLICATION ENTERED
02/19/2018
Continuous trademark protection
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