WELLTH - Trademark Details
Status: 701 - Section 8-Accepted
Serial Number
85737907
Registration Number
4340228
Word Mark
WELLTH
Status
701 - Section 8-Accepted
Status Date
2019-05-28
Filing Date
2012-09-25
Registration Number
4340228
Registration Date
2013-05-21
Mark Drawing
5000 - Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Typeset
Attorney Name
Law Office Assigned Location Code
L20
Employee Name
CLARKE, NANCY L
Statements
Indication of Colors claimed
The color(s) green and yellow is/are claimed as a feature of the mark.
Description of Mark
The mark consists of the word "WELLTH" in stylized form with the letters "WELL" in green and the letters "TH" in yellow.
Goods and Services
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
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2012-09-28
Primary Code
036
First Use Anywhere Date
2011-09-06
First Use In Commerce Date
2011-09-06
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
01 - Individual
Address
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Trademark Owner History
Correspondences
Name
Christopher J. Smith
Address
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Trademark Events
Event Date | Event Description |
2012-09-28 | NEW APPLICATION ENTERED IN TRAM |
2012-09-28 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2013-01-23 | ASSIGNED TO EXAMINER |
2013-01-25 | NON-FINAL ACTION WRITTEN |
2013-01-25 | NON-FINAL ACTION E-MAILED |
2013-01-25 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2013-02-13 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2013-02-13 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2013-02-13 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2013-03-06 | FINAL REFUSAL WRITTEN |
2013-03-06 | FINAL REFUSAL E-MAILED |
2013-03-06 | NOTIFICATION OF FINAL REFUSAL EMAILED |
2013-03-07 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
2013-03-07 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2013-03-07 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2013-03-25 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
2013-04-17 | ASSIGNED TO LIE |
2013-04-18 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2013-05-21 | REGISTERED-SUPPLEMENTAL REGISTER |
2018-05-21 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
2019-01-16 | TEAS SECTION 8 RECEIVED |
2019-02-12 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
2019-02-12 | POST REGISTRATION ACTION MAILED - SEC. 8 |
2019-05-28 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
2019-05-28 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
2019-05-28 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |