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Official data from USPTO

W WELCH FINANCIAL ADVISORS

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: CombinedOffice: US

Quick snapshot

W WELCH FINANCIAL ADVISORS

ST13

US500000087828258

Class

36

Filing

87828258

Registration

6050530

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

36

Latest update

08/14/2026

Classification

Registered

Trademark type

Combined

Nice classes

36

Filing date

03/09/2018

Registration date

05/12/2020

Expiration date

-

Recommended action

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Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

08/14/2026

Last transaction

08/14/2026

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

06/09/2013

First use in commerce

06/09/2013

Drawing code

3

Owner type

16

Owner location

Atlanta, GA, US

Examiner

LEE, JANET H

Current location

Historical data usage

Mark description

The mark consists of a large, white, stylized capital letter "W" in the center of a vertical purple rectangle with the wording "WELCH FINANCIAL ADVISORS" in smaller white letters in three lines underneath, centered in the bottom portion of the rectangle.

Holders and representatives

Holders

Cecily Welch CPA, LLC

Representatives

Sonia Lakhany LAKHANY LAW

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Personal financial planningcash flow and budgeting analysisretirement planningcapital sufficiency modelingcollege funding plan; estate consultationestate planning

Publications

History of USPTO decisions and trademark events.

36 publications found

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

08/14/2026

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

08/14/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

08/14/2026

E815

TEAS SECTION 8 & 15 RECEIVED

05/12/2026

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

05/12/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

04/01/2024

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

04/01/2024

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

04/01/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

05/12/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

02/25/2020

PUBO

PUBLISHED FOR OPPOSITION

02/25/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

02/05/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/22/2020

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/17/2020

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/16/2020

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

01/16/2020

GNS1

NOTIFICATION OF SUBSEQUENT FINAL EMAILED

07/30/2019

GNSF

SUBSEQUENT FINAL EMAILED

07/30/2019

CFRC

SUBSEQUENT FINAL REFUSAL WRITTEN

07/30/2019

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/15/2019

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/15/2019

ALIE

ASSIGNED TO LIE

07/12/2019

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

07/08/2019

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

01/07/2019

GNFR

FINAL REFUSAL E-MAILED

01/07/2019

CNFR

FINAL REFUSAL WRITTEN

01/07/2019

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

12/22/2018

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

12/21/2018

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

12/21/2018

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

06/21/2018

GNRT

NON-FINAL ACTION E-MAILED

06/21/2018

CNRT

NON-FINAL ACTION WRITTEN

06/21/2018

DOCK

ASSIGNED TO EXAMINER

06/20/2018

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

03/17/2018

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/16/2018

NWAP

NEW APPLICATION ENTERED

03/13/2018

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