Trademark: 87799009
Word
WEALTH ADVISOR ALLIANCE
Status
Registered
Status Code
700
Status Date
Tuesday, September 25, 2018
Serial Number
87799009
Registration Number
5572426
Registration Date
Tuesday, September 25, 2018
Mark Type
4000
Filing Date
Thursday, February 15, 2018

Trademark Owner History
Forum Financial Management, LP - Original Registrant

Classifications
41 Business education and training services, namely, coaching programs on marketing in the fields of financial and wealth advisors
36 Providing an internet website portal for advisors and clients featuring financial information regarding current performance and archived performance statements, and reports on performance, analytics, and gain reporting
35 Providing office support staff services and business services in the nature of providing office functions for others in the financial and wealth advisors, investments, estate planning, taxes, and insurance industries
"WEALTH ADVISOR"

Trademark Events
Sep 25, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jul 6, 2023
Teas Change Of Correspondence Received
Jul 6, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Jul 6, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jul 6, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Jul 6, 2023
Teas Change Of Owner Address Received
Sep 25, 2018
Registered-Supplemental Register
Aug 20, 2018
Law Office Publication Review Completed
Aug 9, 2018
Assigned To Lie
Jul 25, 2018
Approved For Registration Supplemental Register
Jul 20, 2018
Teas/Email Correspondence Entered
Jul 19, 2018
Correspondence Received In Law Office
Jul 19, 2018
Teas Response To Office Action Received
Jun 13, 2018
Notification Of Non-Final Action E-Mailed
Jun 13, 2018
Non-Final Action E-Mailed
Jun 13, 2018
Non-Final Action Written
May 31, 2018
Assigned To Examiner
Feb 23, 2018
New Application Office Supplied Data Entered
Feb 19, 2018
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24