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Official data from USPTO

WERTHEIM & CO.

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

WERTHEIM & CO.

ST13

US500000098782798

Class

36

Filing

98782798

Registration

8153971

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

21

Latest update

02/25/2026

Trademark type

Word

Nice classes

36

Filing date

10/02/2024

Registration date

02/24/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/24/2026

Last transaction

02/25/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

01/31/2025

First use in commerce

01/31/2025

Drawing code

4

Owner type

01

Owner location

ATLANTIC BEACH, NY, US

Examiner

BURRUS, JESSICA E

Law office

N30

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

MARSHAK, CRAIG J.

Representatives

RUSSELL WILLIAMS

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesraising money for the hedge funds of others; Financial advice and consultancy services; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy servicesFINANCIAL ASSET MANAGEMENT; Financial consultancy services; Financial consulting servicesexpert analysis in finance; Financial planning and investment advisory services; Hedge fund investment services; Hedge fund management; Providing financial advisory services; Providing financial consultation services to CLIENTS; Strategic financial advisory services

Publications

History of USPTO decisions and trademark events.

21 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

02/24/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

02/24/2026

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

02/02/2026

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

02/02/2026

SUPC

STATEMENT OF USE PROCESSING COMPLETE

01/31/2026

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

01/31/2026

IUAF

USE AMENDMENT FILED

07/25/2025

EISU

TEAS STATEMENT OF USE RECEIVED

07/25/2025

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

07/15/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

05/20/2025

PUBO

PUBLISHED FOR OPPOSITION

05/20/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

05/14/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/17/2025

XAEC

EXAMINER'S AMENDMENT ENTERED

04/17/2025

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

04/17/2025

GNEA

EXAMINERS AMENDMENT E-MAILED

04/17/2025

CNEA

EXAMINERS AMENDMENT -WRITTEN

04/17/2025

DOCK

ASSIGNED TO EXAMINER

04/10/2025

DOCK

ASSIGNED TO EXAMINER

04/09/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

04/08/2025

NWAP

NEW APPLICATION ENTERED

10/02/2024

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