WEALTH REALM - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 86793925
Serial Number
86793925
Registration Number
5046924
Word Mark
WEALTH REALM
Status
700 - Registered
Status Date
2016-09-20
Filing Date
2015-10-20
Registration Number
5046924
Registration Date
2016-09-20
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2016-04-19
Law Office Assigned Location Code
M20
Employee Name
LEE, DOUGLAS M
Statements
Disclaimer with Predetermined Text
"WEALTH"
Goods and Services
Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; 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, 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
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
2015-10-26
Primary Code
036
First Use Anywhere Date
2016-01-05
First Use In Commerce Date
2016-01-20
Current Trademark Owners
Party Name
Wealth Realm, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Wealth Realm, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Wealth Realm, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Wealth Realm, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
WEALTH REALM, LLC
Address
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Trademark Events
Event DateEvent Description
2015-10-23NEW APPLICATION ENTERED IN TRAM
2015-10-26NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2016-02-10ASSIGNED TO EXAMINER
2016-02-11EXAMINERS AMENDMENT -WRITTEN
2016-02-11EXAMINERS AMENDMENT E-MAILED
2016-02-11NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2016-02-11EXAMINER'S AMENDMENT ENTERED
2016-02-23APPROVED FOR PUB - PRINCIPAL REGISTER
2016-03-30NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2016-04-19PUBLISHED FOR OPPOSITION
2016-04-19OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2016-06-14NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2016-06-14TEAS STATEMENT OF USE RECEIVED
2016-07-08CASE ASSIGNED TO INTENT TO USE PARALEGAL
2016-06-14USE AMENDMENT FILED
2016-07-08STATEMENT OF USE PROCESSING COMPLETE
2016-08-15ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2016-08-16NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2016-09-20REGISTERED-PRINCIPAL REGISTER
2021-09-20COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED