ATRIA WEALTH SOLUTIONS Trademark
Trademark Overview
On Wednesday, January 22, 2020, a trademark application was filed for ATRIA WEALTH SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the ATRIA WEALTH SOLUTIONS trademark a serial number of 88769463. The federal status of this trademark filing is REGISTERED as of Tuesday, September 8, 2020. This trademark is owned by Atria Wealth Solutions, Inc.. The ATRIA WEALTH SOLUTIONS trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Providing information in the field of financial investing
Providing online non-downloadable software for use by dealers/brokers in the provision of financial advisory, investment management, wealth management and retirement financial planning and management services; Providing temporary use of non-downloadable cloud-based software for use by dealers/brokers in the provision of financial advisory, investment management, wealth management and retirement financial planning and management services; Providing online non-downloadable software for users to view their financial positions and transactions; Providing temporary use of non-downloadable cloud-based software for users to view their financial positions and transactions
General Information
| Serial Number | 88769463 |
| Word Mark | ATRIA WEALTH SOLUTIONS |
| Filing Date | Wednesday, January 22, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 8, 2020 |
| Registration Number | 6146187 |
| Registration Date | Tuesday, September 8, 2020 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 23, 2020 |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH SOLUTIONS" |
| Description of Mark | The mark consists of the wording "ATRIA" above the wording "WEALTH SOLUTIONS". The wording appears to the right of a triangle design comprised of triangles and diamonds. |
| Goods and Services | Providing information in the field of financial investing |
| Goods and Services | Providing online non-downloadable software for use by dealers/brokers in the provision of financial advisory, investment management, wealth management and retirement financial planning and management services; Providing temporary use of non-downloadable cloud-based software for use by dealers/brokers in the provision of financial advisory, investment management, wealth management and retirement financial planning and management services; Providing online non-downloadable software for users to view their financial positions and transactions; Providing temporary use of non-downloadable cloud-based software for users to view their financial positions and transactions |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 27, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, August 2, 2017 |
| First Use In Commerce Date | Wednesday, August 2, 2017 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 27, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, August 2, 2017 |
| First Use In Commerce Date | Wednesday, August 2, 2017 |
Trademark Owner History
| Party Name | Atria Wealth Solutions, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10017 |
| Party Name | Atria Wealth Solutions, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10017 |
| Party Name | Atria Wealth Solutions, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10017 |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 8, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 23, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 23, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 3, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, May 20, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 20, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, May 20, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, May 20, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, May 20, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, April 17, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, April 17, 2020 | NON-FINAL ACTION E-MAILED |
| Friday, April 17, 2020 | NON-FINAL ACTION WRITTEN |
| Thursday, April 9, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, January 28, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, January 27, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, January 25, 2020 | NEW APPLICATION ENTERED IN TRAM |
