WEALTH SURPLUS - Trademark Details
Status: 700 - Registered
Serial Number
87947469
Registration Number
5904254
Word Mark
WEALTH SURPLUS
Status
700 - Registered
Status Date
2019-11-05
Filing Date
2018-06-04
Registration Number
5904254
Registration Date
2019-11-05
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2018-11-20
Attorney Name
Law Office Assigned Location Code
N70
Employee Name
KUMIS, SCOTT N
Statements
Goods and Services
Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management; mutual fund brokerage, distribution and 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
2018-06-11
Primary Code
036
First Use Anywhere Date
2018-05-30
First Use In Commerce Date
2018-05-30
Current Trademark Owners
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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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
Lema Khorshid
Address
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Trademark Events
| Event Date | Event Description |
| 2018-06-07 | NEW APPLICATION ENTERED IN TRAM |
| 2018-06-11 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2018-09-12 | ASSIGNED TO EXAMINER |
| 2018-10-11 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2018-10-31 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2018-11-20 | PUBLISHED FOR OPPOSITION |
| 2018-11-20 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2019-01-15 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2019-07-12 | TEAS STATEMENT OF USE RECEIVED |
| 2019-08-05 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2019-07-12 | USE AMENDMENT FILED |
| 2019-08-05 | STATEMENT OF USE PROCESSING COMPLETE |
| 2019-09-30 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2019-10-01 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2019-11-05 | REGISTERED-PRINCIPAL REGISTER |
| 2020-09-14 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2020-09-14 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2020-09-14 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2020-09-14 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2020-09-14 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 2020-09-15 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
| 2020-09-15 | WITHDRAWAL OF ATTORNEY GRANTED |
| 2020-09-17 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2020-09-17 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2020-09-17 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2020-09-17 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2020-09-17 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 2020-10-07 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 2021-09-22 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 2021-10-13 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
