UMPQUA WEALTH MANAGEMENT - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87794745
Serial Number
87794745
Registration Number
5619368
Word Mark
UMPQUA WEALTH MANAGEMENT
Status
700 - Registered
Status Date
2018-11-27
Filing Date
2018-02-12
Registration Number
5619368
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 MANAGEMENT"
Goods and Services
Private banking services; personalized financial and banking services, namely, savings and checking account services, consumer and commercial lending services, online banking via a mobile app, mortgage banking, cash management services; monetary exchange services; private wealth management services, namely, private equity and investment funding, asset acquisition, consultation, development and management; alternative investment consultation and planning, namely, private equity, hedge funds, managed futures, real estate, commodities and derivatives contracts; 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; trust services, namely, investment and trust company services; personal and corporate financial trust operations; fiduciary administration services, namely, fiduciary representative services; trustee services, namely, providing bond trustee and paying agent services; directed trustee services; trust services, namely, administration of real estate assets for trusts; real estate tax appraisal services; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; trust distribution, namely, distribution of trust income and/or principal to beneficiaries in accordance with the terms of the trust; administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans; employee benefits financial trust management; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; providing investment advisory and brokerage services via the telephone, mobile device, email, and personal interaction; providing information in the nature of financial advice, analysis, financial education information and guidance via telephone, mobile device, email, and personal interaction; investment advisory and brokerage services, namely, providing financial and investment information services by means of a call center
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
2018-02-21
Primary Code
036
First Use Anywhere Date
2018-01-18
First Use In Commerce Date
2018-01-18
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Address
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Party Name
Party Type
10 - Original Applicant
Address
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Correspondences
Name
Parna A. Mehrbani
Address
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Trademark Events
Event DateEvent Description
2018-02-15NEW APPLICATION ENTERED IN TRAM
2018-02-21NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2018-04-11ASSIGNED TO EXAMINER
2018-05-08NON-FINAL ACTION WRITTEN
2018-05-08NON-FINAL ACTION E-MAILED
2018-05-08NOTIFICATION OF NON-FINAL ACTION E-MAILED
2018-10-02TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2018-10-02ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2018-10-02TEAS AMENDMENT OF USE RECEIVED
2018-10-02TEAS RESPONSE TO OFFICE ACTION RECEIVED
2018-10-15ASSIGNED TO LIE
2018-10-17APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2018-10-02USE AMENDMENT FILED
2018-10-17AMENDMENT TO USE PROCESSING COMPLETE
2018-10-17CORRESPONDENCE RECEIVED IN LAW OFFICE
2018-10-17TEAS/EMAIL CORRESPONDENCE ENTERED
2018-10-18EXAMINERS AMENDMENT -WRITTEN
2018-10-18EXAMINERS AMENDMENT E-MAILED
2018-10-18NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2018-10-18EXAMINER'S AMENDMENT ENTERED
2018-10-18USE AMENDMENT ACCEPTED
2018-10-18APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
2018-10-19NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
2018-10-19LAW OFFICE PUBLICATION REVIEW COMPLETED
2018-11-27REGISTERED-SUPPLEMENTAL REGISTER