8 WEALTH MANAGEMENT ISSUES Trademark

Trademark Overview

On Monday, March 24, 2008, a trademark application was filed for 8 WEALTH MANAGEMENT ISSUES with the United States Patent and Trademark Office. The USPTO has given the 8 WEALTH MANAGEMENT ISSUES trademark a serial number of 77429724. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, December 18, 2018. This trademark is owned by Wells Fargo & Company. The 8 WEALTH MANAGEMENT ISSUES trademark is filed in the Insurance & Financial Services category with the following description:

Financial investment and insurance services, namely, insurance brokerage, professional money management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, and financial investment, security, commodities and stock brokerage services
8 wealth management issues

General Information

Serial Number77429724
Word Mark8 WEALTH MANAGEMENT ISSUES
Filing DateMonday, March 24, 2008
Status800 - REGISTERED AND RENEWED
Status DateTuesday, December 18, 2018
Registration Number3671163
Registration DateTuesday, August 18, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Pseudo MarkEIGHT WEALTH MANAGEMENT ISSUES
Goods and ServicesFinancial investment and insurance services, namely, insurance brokerage, professional money management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, and financial investment, security, commodities and stock brokerage services
Disclaimer with Predetermined Text"WEALTH MANAGEMENT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 27, 2008
Primary Code036
First Use Anywhere DateSaturday, May 19, 2007
First Use In Commerce DateSaturday, May 19, 2007

Trademark Owner History

Party NameAVANTAX WEALTH MANAGEMENT, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressIRVING, TX 75038
Party NameH.D. VEST, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressIrving, TX 75038
Party NameWells Fargo & Company
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55479
Party NameWells Fargo & Company
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55479

Trademark Events

Event DateEvent Description
Monday, December 18, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, December 18, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, December 18, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, December 18, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, December 18, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, December 18, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, December 6, 2023ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, February 26, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, May 15, 2019ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, December 18, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, December 18, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, December 18, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, December 18, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, December 4, 2018TEAS SECTION 8 & 9 RECEIVED
Saturday, August 18, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, May 14, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, May 14, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, February 19, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, February 19, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, January 27, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, September 2, 2015NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Wednesday, September 2, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED
Wednesday, September 2, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, August 11, 2015TEAS SECTION 8 RECEIVED
Wednesday, June 15, 2011AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, August 24, 2010ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, August 24, 2010TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, August 18, 2009REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, July 15, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, July 15, 2009ASSIGNED TO LIE
Tuesday, July 14, 2009APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, July 13, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 13, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, July 13, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, January 12, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, January 12, 2009NON-FINAL ACTION E-MAILED
Monday, January 12, 2009NON-FINAL ACTION WRITTEN
Monday, January 12, 2009USE AMENDMENT ACCEPTED
Saturday, January 3, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, January 3, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, January 3, 2009ASSIGNED TO LIE
Tuesday, December 16, 2008TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 17, 2008AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, December 17, 2008USE AMENDMENT FILED
Tuesday, December 16, 2008TEAS AMENDMENT OF USE RECEIVED
Tuesday, June 24, 2008NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, June 24, 2008NON-FINAL ACTION E-MAILED
Tuesday, June 24, 2008NON-FINAL ACTION WRITTEN
Friday, June 20, 2008ASSIGNED TO EXAMINER
Friday, March 28, 2008NOTICE OF PSEUDO MARK MAILED
Thursday, March 27, 2008NEW APPLICATION ENTERED

Related Keywords

issues management wealth financial services planning brokerage insurance investment security stock commodities