WEALTHPLAN - Trademark Details
Status: 800 - Registered And Renewed
Serial Number
75914838
Registration Number
2511792
Word Mark
WEALTHPLAN
Status
800 - Registered And Renewed
Status Date
2011-12-20
Filing Date
2000-02-10
Registration Number
2511792
Registration Date
2001-11-27
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
241525 - Other arrows.
Published for Opposition Date
2001-09-04
Attorney Name
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.
Goods and Services
Providing tax compliance and planning services
Goods and Services
Providing investment advisory services and portfolio monitoring, insurance consultation, estate planning, personal financial planning and retirement financial planning
Pseudo Mark
WEALTH PLAN
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2000-11-16
Primary Code
035
First Use Anywhere Date
2000-02-02
First Use In Commerce Date
2000-02-02
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
2000-05-10
Primary Code
036
First Use Anywhere Date
2000-02-02
First Use In Commerce Date
2000-02-02
Current Trademark Owners
Party Name
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
13 - Limited Partnership
Address
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Party Name
Party Type
30 - Original Registrant
Legal Entity Type
02 - Partnership
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
02 - Partnership
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
02 - Partnership
Address
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Correspondences
Name
Gerald M. Kraai
Address
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Trademark Events
| Event Date | Event Description |
| 2000-07-20 | ASSIGNED TO EXAMINER |
| 2000-07-26 | ASSIGNED TO EXAMINER |
| 2000-08-08 | NON-FINAL ACTION MAILED |
| 2000-09-26 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2000-12-26 | FINAL REFUSAL MAILED |
| 2001-01-22 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2001-04-23 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2001-08-15 | NOTICE OF PUBLICATION |
| 2001-09-04 | PUBLISHED FOR OPPOSITION |
| 2001-11-27 | REGISTERED-PRINCIPAL REGISTER |
| 2007-01-09 | CASE FILE IN TICRS |
| 2007-05-03 | TEAS SECTION 8 & 15 RECEIVED |
| 2007-05-03 | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED |
| 2007-05-30 | ASSIGNED TO PARALEGAL |
| 2007-06-09 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 2008-09-17 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 2011-11-22 | TEAS SECTION 8 & 9 RECEIVED |
| 2011-12-20 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 2011-12-20 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 2020-06-05 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2020-07-23 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
