THE WEALTHCARE SOLUTION - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 86130389
Serial Number
86130389
Registration Number
4626257
Word Mark
THE WEALTHCARE SOLUTION
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2020-05-22
Filing Date
2013-11-27
Registration Number
4626257
Registration Date
2014-10-21
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260115, 260121, 261709 - Three circles. Circles that are totally or partially shaded. Curved line(s), band(s) or bar(s).
Published for Opposition Date
2014-04-22
Attorney Name
Ahmad S. El-Gendi
Law Office Assigned Location Code
M50
Employee Name
NEVILLE, JAMES B
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTHCARE"
Description of Mark
The mark consists of a wave design in the form of a series of arcs, with two dots appearing above the first arc, one dot appearing above the second arc and the words "THE WEALTHCARE SOLUTION" appearing to the right of the series of arcs.
Goods and Services
Consulting services, namely, consulting, counseling, advising, planning, and financial management services for individuals in the fields of wealth planning, wealth management, money management, and personal finance; estate planning; design, administration and advisory services for employer-sponsored retirement plans
Pseudo Mark
THE WEALTH CARE SOLUTION
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
2013-12-11
Primary Code
036
First Use Anywhere Date
2013-02-00
First Use In Commerce Date
2013-02-00
Current Trademark Owners
Party Name
FIRSTWAVE FINANCIAL, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
FIRSTWAVE FINANCIAL, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
CPA Wealth Management Services, P.A.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
CPA Wealth Management Services, P.A.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
CPA Wealth Management Services, P.A.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Ahmad S. El-Gendi
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration3364289
Prior Registration4316656
Trademark Events
Event DateEvent Description
2013-11-30NEW APPLICATION ENTERED IN TRAM
2013-12-11NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2013-12-12NOTICE OF DESIGN SEARCH CODE E-MAILED
2014-03-12ASSIGNED TO EXAMINER
2014-03-14EXAMINERS AMENDMENT -WRITTEN
2014-03-14EXAMINERS AMENDMENT E-MAILED
2014-03-14NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2014-03-14ASSIGNED TO LIE
2014-03-17EXAMINER'S AMENDMENT ENTERED
2014-03-17APPROVED FOR PUB - PRINCIPAL REGISTER
2014-03-17LAW OFFICE PUBLICATION REVIEW COMPLETED
2014-04-02NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2014-04-22PUBLISHED FOR OPPOSITION
2014-04-22OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2014-06-17NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2014-07-23TEAS STATEMENT OF USE RECEIVED
2014-08-14CASE ASSIGNED TO INTENT TO USE PARALEGAL
2014-07-23USE AMENDMENT FILED
2014-08-14STATEMENT OF USE PROCESSING COMPLETE
2014-09-15ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2014-09-16NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2014-10-21REGISTERED-PRINCIPAL REGISTER
2018-01-17AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2019-06-27TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2019-06-27ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2019-10-21COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2020-03-26TEAS SECTION 8 & 15 RECEIVED
2020-05-22CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2020-05-22REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2020-05-22NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED