Trademark: 85321016
Word
WEALTHFORGE
Status
Registered
Status Code
800
Status Date
Wednesday, August 18, 2021
Serial Number
85321016
Registration Number
4074170
Registration Date
Tuesday, December 20, 2011
Mark Type
4000
Filing Date
Friday, May 13, 2011
Published for Opposition
Tuesday, October 4, 2011

Trademark Owner History
WealthForge Holdings, Inc. - Original Registrant

Classifications
36 Clearing and reconciling financial transactions via a global computer network; [ Conducting financial feasibility studies; Credit and financial consultation; ] Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; [ Financial asset management; Financial clearing houses; Financial consultancy; Financial consultation; Financial consulting; ] Financial consulting and advising in the field of mergers and acquisitions; [ Financial consulting in the field of real estate note brokerage; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial exchange; Financial forecasting; ] Financial information; Financial information and advisory services; Financial information and evaluations; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; [ Financial research and information services; Financial securities exchange services; ] Financial services in the nature of an investment security; [ Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; ] Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, business fundraising for others; Financial services, namely, business fundraising provided over a computer network such as the Internet; [ Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; ] Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; [ Financial services, namely, microfinance lending services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; ] Financial services, namely, raising debt and equity capital for others; Financial services, namely, raising money for the hedge funds of others; [ Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial valuation of personal property and real estate; Financial valuations; Leveraged buy outs and investments in financially distressed or underperforming companies; ] On-line trading of financial instruments, shares, options and other derivative products; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; [ Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Providing a web site featuring personal financial information and financial advice; ] Providing a web site that assists financial professionals in the management of retirement accounts; [ Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; Providing a website featuring non-downloadable videos in the field of financial planning; ] Providing financial information; [ Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; ] Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of financial stock and equity markets; Providing investors with financial information; [ Providing on-line financial calculators; Provision of a financial exchange for the trading of securities, shares and options and other derivative products; ] Provision of financial information
WEALTH FORGE

Trademark Events
Aug 18, 2021
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Aug 18, 2021
Registered And Renewed (First Renewal - 10 Yrs)
Aug 18, 2021
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Aug 16, 2021
Case Assigned To Post Registration Paralegal
Apr 27, 2021
Teas Section 8 & 9 Received
Dec 20, 2020
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Sep 18, 2017
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Sep 18, 2017
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Sep 18, 2017
Case Assigned To Post Registration Paralegal
Aug 14, 2017
Teas Section 8 & 15 Received
Dec 20, 2016
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Dec 20, 2011
Registered-Principal Register
Oct 4, 2011
Official Gazette Publication Confirmation E-Mailed
Oct 4, 2011
Official Gazette Publication Confirmation E-Mailed
Oct 4, 2011
Published For Opposition
Aug 30, 2011
Approved For Pub - Principal Register
Aug 29, 2011
Assigned To Examiner
May 19, 2011
Notice Of Pseudo Mark Mailed
May 18, 2011
New Application Office Supplied Data Entered In Tram
May 17, 2011
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24