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Official data from USPTO

W WEALTH ADVOCATE G R O U P

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

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

W WEALTH ADVOCATE  G  R  O  U  P

ST13

US500000098391970

Class

36

Filing

98391970

Registration

7659027

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

17

Latest update

01/21/2025

Trademark type

Combined

Nice classes

36

Filing date

02/05/2024

Registration date

01/21/2025

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/21/2025

Last transaction

01/21/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

04/05/2018

First use in commerce

04/05/2018

Drawing code

3

Owner type

16

Owner location

Beachwood, OH, US

Examiner

CHANG, KATHERINE S

Law office

M60

Current location

FILE REPOSITORY (FRANCONIA)

Mark description

The mark consists of a stylized blue "W" that with a green mountain in the lower negative space. Below is the wording "Wealth Advocate" in blue, and below that is the word "G R O U P" in blue.

Holders and representatives

Holders

Wealth Advocate Partners LLC

Representatives

Wealth Advocate Partners LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Advice relating to investments; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planningthe creation of personalized strategies to achieve financial independence; Financial advicebudget planning; Investment advice; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; On-line financial planning services

Publications

History of USPTO decisions and trademark events.

17 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

01/21/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

01/21/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

12/03/2024

PUBO

PUBLISHED FOR OPPOSITION

12/03/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

11/27/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

11/08/2024

XAEC

EXAMINER'S AMENDMENT ENTERED

11/08/2024

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

11/08/2024

GNEA

EXAMINERS AMENDMENT E-MAILED

11/08/2024

CNEA

EXAMINERS AMENDMENT -WRITTEN

11/08/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

09/06/2024

GNRT

NON-FINAL ACTION E-MAILED

09/06/2024

CNRT

NON-FINAL ACTION WRITTEN

09/06/2024

DOCK

ASSIGNED TO EXAMINER

08/29/2024

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

06/04/2024

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/04/2024

NWAP

NEW APPLICATION ENTERED

02/05/2024

Continuous trademark protection

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