ASCENDE WEALTH ADVISERS Trademark

Trademark Overview

On Thursday, February 24, 2011, a trademark application was filed for ASCENDE WEALTH ADVISERS with the United States Patent and Trademark Office. The USPTO has given the ASCENDE WEALTH ADVISERS trademark a serial number of 85250573. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, March 8, 2022. This trademark is owned by Employee Benefit Solutions, Inc.. The ASCENDE WEALTH ADVISERS trademark is filed in the Insurance & Financial Services category with the following description:

Fiduciary investment advisory services on a nondiscretionary basis to qualified retirement plans, nonqualified retirement plans, and offshore savings plans
ascende wealth advisers

General Information

Serial Number85250573
Word MarkASCENDE WEALTH ADVISERS
Filing DateThursday, February 24, 2011
Status800 - REGISTERED AND RENEWED
Status DateTuesday, March 8, 2022
Registration Number4226531
Registration DateTuesday, October 16, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 17, 2012

Trademark Statements

Goods and ServicesFiduciary investment advisory services on a nondiscretionary basis to qualified retirement plans, nonqualified retirement plans, and offshore savings plans
Disclaimer with Predetermined Text"WEALTH ADVISERS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, March 1, 2011
Primary Code036
First Use Anywhere DateWednesday, March 23, 2011
First Use In Commerce DateWednesday, July 27, 2011

Trademark Owner History

Party NameEDGEWOOD PARTNERS INSURANCE CENTER
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94111
Party NameASCENDE, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressHOUSTON, TX 77056
Party NameEmployee Benefit Solutions, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressHouston, TX 77056
Party NameEmployee Benefit Solutions, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressHouston, TX 77056
Party NameEmployee Benefit Solutions, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressHouston, TX 77056

Trademark Events

Event DateEvent Description
Tuesday, March 8, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, March 8, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, March 8, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, March 8, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, October 19, 2021TEAS SECTION 8 & 9 RECEIVED
Saturday, October 16, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, October 5, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, October 5, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 5, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, October 5, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, October 5, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, February 6, 2019ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, November 9, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, November 9, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, November 9, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, October 17, 2017TEAS SECTION 8 & 15 RECEIVED
Monday, October 16, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, September 27, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, September 20, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, June 3, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, June 3, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, April 13, 2016AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, December 5, 2012AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, October 16, 2012REGISTERED-PRINCIPAL REGISTER
Wednesday, September 12, 2012NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, September 11, 2012LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, September 11, 2012ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, August 20, 2012STATEMENT OF USE PROCESSING COMPLETE
Thursday, July 26, 2012USE AMENDMENT FILED
Thursday, August 16, 2012CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, July 26, 2012TEAS STATEMENT OF USE RECEIVED
Tuesday, March 13, 2012NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, January 17, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 17, 2012PUBLISHED FOR OPPOSITION
Wednesday, December 28, 2011NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, December 12, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, December 12, 2011ASSIGNED TO LIE
Monday, November 21, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, November 18, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 18, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 18, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, June 3, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 3, 2011NON-FINAL ACTION E-MAILED
Friday, June 3, 2011NON-FINAL ACTION WRITTEN
Thursday, May 26, 2011ASSIGNED TO EXAMINER
Tuesday, March 1, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, February 28, 2011NEW APPLICATION ENTERED IN TRAM

Related Keywords

advisers wealth ascende plans retirement nonqualified offshore savings qualified basis investment advisory services