WEALTHGUIDE - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 77568321
Serial Number
77568321
Registration Number
3800329
Word Mark
WEALTHGUIDE
Status
800 - Registered And Renewed
Status Date
2021-03-16
Filing Date
2008-09-11
Registration Number
3800329
Registration Date
2010-06-08
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2009-07-07
Attorney Name
Louis J. Franco
Law Office Assigned Location Code
L90
Employee Name
LORENZO, KATHLEEN H
Statements
Goods and Services
Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives
Goods and Services
Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients' holdings and financial positions, and for conducting all client-based workflow, client-related communications management, and client-related task scheduling from one central location
Pseudo Mark
WEALTH GUIDE
Pseudo Mark
WEALTH GUIDE
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
2009-05-13
Primary Code
036
First Use Anywhere Date
2010-02-16
First Use In Commerce Date
2010-02-16
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2009-05-13
Primary Code
042
First Use Anywhere Date
2010-02-16
First Use In Commerce Date
2010-02-16
Current Trademark Owners
Party Name
ADVISOR360, LLC
Party Type
33 - 3rd New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
ADVISOR360, LLC
Party Type
33 - 3rd New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
COMMONWEALTH EQUITY SERVICES, LLC
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
COMMONWEALTH EQUITY SERVICES, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
Commonwealth Equity Services, LLP
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (limited liability limited partnership).
Address
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Party Name
Commonwealth Equity Services, LLP
Party Type
20 - Owner at Publication
Legal Entity Type
99 - Other (limited liability limited partnership).
Address
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Party Name
Commonwealth Equity Services, LLP
Party Type
10 - Original Applicant
Legal Entity Type
99 - Other (limited liability limited partnership).
Address
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Correspondences
Name
Louis J. Franco
Address
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Trademark Events
Event DateEvent Description
2008-09-16NEW APPLICATION ENTERED IN TRAM
2008-09-17NOTICE OF PSEUDO MARK MAILED
2008-11-12ASSIGNED TO EXAMINER
2008-11-18NON-FINAL ACTION WRITTEN
2008-11-18NON-FINAL ACTION MAILED
2009-05-13TEAS RESPONSE TO OFFICE ACTION RECEIVED
2009-05-13CORRESPONDENCE RECEIVED IN LAW OFFICE
2009-05-13TEAS/EMAIL CORRESPONDENCE ENTERED
2009-06-02APPROVED FOR PUB - PRINCIPAL REGISTER
2009-06-03ASSIGNED TO LIE
2009-06-03LAW OFFICE PUBLICATION REVIEW COMPLETED
2009-06-17NOTICE OF PUBLICATION
2009-07-07PUBLISHED FOR OPPOSITION
2009-09-29NOA MAILED - SOU REQUIRED FROM APPLICANT
2010-03-29TEAS STATEMENT OF USE RECEIVED
2010-04-15CASE ASSIGNED TO INTENT TO USE PARALEGAL
2010-03-29USE AMENDMENT FILED
2010-04-15STATEMENT OF USE PROCESSING COMPLETE
2010-05-03ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2010-05-04LAW OFFICE REGISTRATION REVIEW COMPLETED
2010-05-05NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
2010-06-08REGISTERED-PRINCIPAL REGISTER
2016-12-04TEAS SECTION 8 & 15 RECEIVED
2017-02-10CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2017-02-10REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2017-02-10NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
2019-03-20AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2019-04-10AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2019-09-25AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2020-06-08TEAS SECTION 8 & 9 RECEIVED
2020-08-05CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2020-08-05POST REGISTRATION ACTION MAILED - SEC. 8 & 9
2021-02-04TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
2021-03-16REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2021-03-16REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2021-03-16NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED