REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/12/2026
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Official data from USPTO
WEALTHCHARTER
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WEALTHCHARTER
ST13
US500000088760561Class
36
Filing
88760561
Registration
6247204
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
16
Latest update
01/13/2026
Trademark type
Word
Nice classes
36
Filing date
01/15/2020
Registration date
01/12/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/12/2021
Last transaction
01/13/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
05/15/2020
First use in commerce
05/15/2020
Drawing code
4
Owner type
03
Owner location
Ankeny, IA
Examiner
CHADAB,SETH WILLIG
Law office
L40
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
The Masters Group, Inc.
Representatives
Christopher A. Proskey BROWNWINICK LAW FIRM
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial services in the areas of general financial planningwealth managementinvestment analysisrisk managementestate planningretirement planning; financial serviceswealth management services; financial analysis and consultation; financial asset management; strategic financial advisory services; financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; investment advisory services; investment management; investment of funds for others; providing informationcommentary and advice in the field of finance and financial investments
Publications
History of USPTO decisions and trademark events.
16 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
01/12/2021
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
12/10/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
12/09/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
11/21/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
11/21/2020
IUAF
USE AMENDMENT FILED
11/12/2020
EISU
TEAS STATEMENT OF USE RECEIVED
11/12/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
07/14/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/19/2020
PUBO
PUBLISHED FOR OPPOSITION
05/19/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/29/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/08/2020
DOCK
ASSIGNED TO EXAMINER
04/02/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/22/2020
NWAP
NEW APPLICATION ENTERED
01/18/2020
Continuous trademark protection
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