Trademark: 85737965
Word
WELLTH FINANCIAL
Status
Registered
Status Code
800
Status Date
Thursday, March 21, 2024
Serial Number
85737965
Registration Number
4329683
Registration Date
Tuesday, April 30, 2013
Mark Type
4000
Filing Date
Tuesday, September 25, 2012

Trademark Owner History
Michaud, Todd - Original Registrant

Classifications
36 Electronic financial service for the purchase of savings bonds; 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, 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; 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, trading of and investments in securities and financial instruments and products for others
"FINANCIAL"

Trademark Events
Mar 21, 2024
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Mar 21, 2024
Registered And Renewed (First Renewal - 10 Yrs)
Mar 21, 2024
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Mar 21, 2024
Case Assigned To Post Registration Paralegal
Oct 19, 2023
Teas Section 8 & 9 Received
Apr 30, 2022
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Feb 12, 2019
Notice Of Acceptance Of Sec. 8 - E-Mailed
Feb 12, 2019
Registered - Sec. 8 (6-Yr) Accepted
Feb 12, 2019
Case Assigned To Post Registration Paralegal
Jan 16, 2019
Teas Section 8 Received
Apr 30, 2018
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Apr 30, 2013
Registered-Supplemental Register
Mar 25, 2013
Law Office Publication Review Completed
Mar 19, 2013
Assigned To Lie
Mar 6, 2013
Approved For Registration Supplemental Register
Mar 6, 2013
Examiner's Amendment Entered
Mar 6, 2013
Notification Of Examiners Amendment E-Mailed
Mar 6, 2013
Examiners Amendment E-Mailed
Mar 6, 2013
Examiners Amendment -Written
Feb 13, 2013
Teas/Email Correspondence Entered
Feb 13, 2013
Correspondence Received In Law Office
Feb 13, 2013
Teas Response To Office Action Received
Jan 25, 2013
Notification Of Non-Final Action E-Mailed
Jan 25, 2013
Non-Final Action E-Mailed
Jan 25, 2013
Non-Final Action Written
Jan 23, 2013
Assigned To Examiner
Sep 28, 2012
New Application Office Supplied Data Entered
Sep 28, 2012
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24