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Official data from USPTO

MERRITT POINT WEALTH ADVISORS

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

MERRITT POINT WEALTH ADVISORS

ST13

US500000090003418

Class

36

Filing

90003418

Registration

6302865

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

24

Latest update

06/16/2026

Trademark type

Word

Nice classes

36

Filing date

06/16/2020

Registration date

03/23/2021

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/15/2026

Last transaction

06/16/2026

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

09/01/2020

First use in commerce

09/01/2020

Drawing code

4

Owner type

16

Owner location

Old Greenwich, CT, US

Examiner

GOODMAN, WENDY BETH

Current location

Historical data usage

Holders and representatives

Holders

Merritt Point Wealth Advisors LLC

Representatives

Russell Anderson PULLMAN & COMLEY, LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial investment analysis and stock research; Financial planning and investment advisory services; Financial planningproviding information for the creation of investment strategies; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Financial and investment servicesmanagement and brokerage in the fields of stocks. bondsoptionscommoditiesfutures and other securitiesinvestment of funds of others; transfer agency services rendered to issuers of investment securities; financial analysismanagementconsulting and advisory services; fund investment; account reporting servicesproviding bank account and investment account information; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction servicestrading of financial instruments; investment servicesfinancial asset management; financial exchange services; financial securities exchange services; commodities exchange services; investment analysis; trust and estate trust management services; retirement payment servicesfinancial administration of retirement accounts; and trusteeship representatives

Publications

History of USPTO decisions and trademark events.

24 publications found

NA85

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

06/15/2026

C15A

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

06/15/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/15/2026

E815

TEAS SECTION 8 & 15 RECEIVED

03/23/2026

REM1

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

03/23/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

03/23/2021

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

02/16/2021

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

02/13/2021

SUPC

STATEMENT OF USE PROCESSING COMPLETE

01/21/2021

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

01/19/2021

IUAF

USE AMENDMENT FILED

12/29/2020

EISU

TEAS STATEMENT OF USE RECEIVED

12/29/2020

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

12/29/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/03/2020

PUBO

PUBLISHED FOR OPPOSITION

11/03/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

10/14/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/26/2020

XAEC

EXAMINER'S AMENDMENT ENTERED

09/24/2020

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

09/24/2020

GNEA

EXAMINERS AMENDMENT E-MAILED

09/24/2020

CNEA

EXAMINERS AMENDMENT -WRITTEN

09/24/2020

DOCK

ASSIGNED TO EXAMINER

09/18/2020

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

07/14/2020

NWAP

NEW APPLICATION ENTERED

06/19/2020

Continuous trademark protection

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