UMPQUA WEALTH ADVISORY - Trademark Details
Status: 700 - Registered
Serial Number
87774192
Registration Number
5619351
Word Mark
UMPQUA WEALTH ADVISORY
Status
700 - Registered
Status Date
2018-11-27
Filing Date
2018-01-29
Registration Number
5619351
Registration Date
2018-11-27
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
M50
Employee Name
CHHINA, KARANENDRA S
Statements
Disclaimer with Predetermined Text
"WEALTH ADVISORY"
Goods and Services
Investment services in the nature of investment management services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; providing finance, investment, financial planning and investment strategy information; retirement account investment services; fixed income investment strategy information; life insurance underwriting services, and annuity services, namely, account and investment administration; portfolio construction and implementation in the field of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; financial investment portfolio performance analysis services; investment portfolio management services; financial risk management services; monitoring financial markets for investment purposes; mutual fund administration services; securities brokerage account services, namely, providing account information regarding securities brokerage services, responding to customer inquiries, assisting customer transactions, and account and investment administration; providing investment account information by means of the internet or paper copy; providing an online database featuring financial information of general interest to investors by means of the internet or paper copy
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
2018-02-08
Primary Code
036
First Use Anywhere Date
2018-03-26
First Use In Commerce Date
2018-03-26
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Correspondences
Name
Parna A. Mehrbani
Address
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Trademark Events
| Event Date | Event Description |
| 2018-02-01 | NEW APPLICATION ENTERED IN TRAM |
| 2018-02-08 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2018-04-11 | ASSIGNED TO EXAMINER |
| 2018-05-08 | NON-FINAL ACTION WRITTEN |
| 2018-05-08 | NON-FINAL ACTION E-MAILED |
| 2018-05-08 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2018-10-02 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2018-10-02 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2018-10-02 | TEAS AMENDMENT OF USE RECEIVED |
| 2018-10-02 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2018-10-15 | ASSIGNED TO LIE |
| 2018-10-17 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 2018-10-02 | USE AMENDMENT FILED |
| 2018-10-17 | AMENDMENT TO USE PROCESSING COMPLETE |
| 2018-10-17 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2018-10-17 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2018-10-17 | USE AMENDMENT ACCEPTED |
| 2018-10-17 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 2018-10-18 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| 2018-10-19 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2018-11-27 | REGISTERED-SUPPLEMENTAL REGISTER |
