EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
12/08/2023
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Official data from USPTO
MORTON WEALTH
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: US
Quick snapshot
MORTON WEALTH
ST13
US500000097071191Class
36, 41
Filing
97071191
Registration
7103015
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
37
Latest update
12/09/2023
Trademark type
Word
Nice classes
36, 41
Filing date
10/12/2021
Registration date
07/11/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/11/2023
Last transaction
12/09/2023
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
1983-00-00
First use in commerce
1983-00-00
Drawing code
4
Owner type
16
Owner location
Calabasas, CA
Examiner
NADELMAN, ANDREA
Law office
M10
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Morton Capital Management, LLC
Representatives
Pattric J. Rawlins PROCOPIO, CORY, HARGREAVES & SAVITCH LLP
Technical classification
Nice Classes
Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial serviceswealth managementfinancial planningalternative investments in the nature of investment of fundsfinancial portfolio managementfinancial advice in the nature of budget planning and financial advice in the field of selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personalized financial consulting in the nature of providing financial investment informationinvestment account financial management and securities brokerage services
Class 41
Educational servicesconducting classesworkshopsseminars and conferences in the fields of wealth managementaccount managementfinancial planningalternative investmentsbudget planningretirement fund investmentsselecting financial advisors; arranging and conducting online workshops in the field of wealth managementaccount managementfinancial planningalternative investmentsbudget planningretirement fund investmentsselecting financial advisors; providing online newsletters in the field of wealth managementaccount managementfinancial planningalternative investmentsbudget planningretirement fund investmentsselecting financial advisors; providing online publications in the nature of online newsletters in the field of wealth managementaccount managementfinancial planningalternative investmentsbudget planningretirement fund investmentsselecting financial advisors
Publications
History of USPTO decisions and trademark events.
37 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/08/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/08/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/08/2023
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
07/11/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
07/11/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/25/2023
PUBO
PUBLISHED FOR OPPOSITION
04/25/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/05/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/17/2023
XAEC
EXAMINER'S AMENDMENT ENTERED
03/16/2023
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/16/2023
GNEA
EXAMINERS AMENDMENT E-MAILED
03/16/2023
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/16/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/29/2022
GNRT
NON-FINAL ACTION E-MAILED
12/29/2022
CNRT
NON-FINAL ACTION WRITTEN
12/29/2022
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
12/28/2022
IUAA
USE AMENDMENT ACCEPTED
12/27/2022
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
12/01/2022
IUAF
USE AMENDMENT FILED
12/01/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/01/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/30/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/30/2022
EAAU
TEAS AMENDMENT OF USE RECEIVED
11/30/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/08/2022
GNRT
NON-FINAL ACTION E-MAILED
06/08/2022
CNRT
NON-FINAL ACTION WRITTEN
06/08/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/07/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/06/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/06/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/06/2021
GNRT
NON-FINAL ACTION E-MAILED
12/06/2021
CNRT
NON-FINAL ACTION WRITTEN
12/06/2021
DOCK
ASSIGNED TO EXAMINER
12/02/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/02/2021
NWAP
NEW APPLICATION ENTERED
10/15/2021
Continuous trademark protection
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