AW ALPHA WEALTH STRATEGIES - Trademark Details
Status: 800 - Registered And Renewed
Serial Number
77543939
Registration Number
3743689
Word Mark
AW ALPHA WEALTH STRATEGIES
Status
800 - Registered And Renewed
Status Date
2020-03-20
Filing Date
2008-08-11
Registration Number
3743689
Registration Date
2010-02-02
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
260101 - Circles as carriers or as single line borders.
Published for Opposition Date
2009-11-17
Law Office Assigned Location Code
M10
Employee Name
MILTON, PRISCILLA W
Statements
Indication of Colors claimed
The color(s) black and gold is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"ALPHA WEALTH STRATEGIES"
Description of Mark
The mark consists of black, capital "W" with a gold capital "A" inserted into the middle carat of the "W" surrounded by a gold circle. The top left tip of the "W" extends outside of the circle slightly. Centered below the circle is the word "ALPHA" in gold and all capitals; the "A" is the largest character with "LPHA" being 7/10ths the size of the "A" and the letters inside the circle ("W" and "A") are 2/5ths the size of this "A". Below "LPHA" in black capital letters is "WEALTH STRATEGIES" and these letters are 1/5th the size of the largest "A". Together, the circle with the words, "ALPHA WEALTH STRATEGIES" form a triangular shape.
Goods and Services
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial investment in the field of marketable securities; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; 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; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
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
2008-08-14
Primary Code
036
First Use Anywhere Date
2006-07-21
First Use In Commerce Date
2006-08-27
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Clark Monroe Blackman, LLC
Address
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Trademark Events
| Event Date | Event Description |
| 2008-08-14 | NEW APPLICATION ENTERED IN TRAM |
| 2008-08-15 | NOTICE OF DESIGN SEARCH CODE MAILED |
| 2008-11-19 | ASSIGNED TO EXAMINER |
| 2008-12-01 | NON-FINAL ACTION WRITTEN |
| 2008-12-01 | NON-FINAL ACTION E-MAILED |
| 2008-12-01 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2009-04-02 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2009-04-02 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2009-04-02 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2009-05-11 | FINAL REFUSAL WRITTEN |
| 2009-05-11 | FINAL REFUSAL E-MAILED |
| 2009-05-11 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| 2009-09-24 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2009-09-24 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2009-09-25 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 2009-09-28 | ASSIGNED TO LIE |
| 2009-09-28 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2009-09-28 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2009-10-07 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2009-10-14 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2009-11-17 | PUBLISHED FOR OPPOSITION |
| 2009-11-17 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2010-02-02 | REGISTERED-PRINCIPAL REGISTER |
| 2016-01-14 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2016-01-14 | TEAS SECTION 8 & 15 RECEIVED |
| 2016-03-17 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2016-03-17 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 2016-03-17 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 2019-02-02 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 2020-01-23 | TEAS SECTION 8 & 9 RECEIVED |
| 2020-01-23 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2020-03-20 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2020-03-20 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 2020-03-20 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 2020-03-20 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 2021-12-02 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2021-12-02 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2021-12-02 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
