BEWEALTHREADY A ROBO ADVISOR Trademark

Trademark Overview


On Friday, April 27, 2018, a trademark application was filed for BEWEALTHREADY A ROBO ADVISOR with the United States Patent and Trademark Office. The USPTO has given the BEWEALTHREADY A ROBO ADVISOR trademark a serial number of 87897197. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 13, 2026. This trademark is owned by Capital Consulting & Asset Management, Inc.. The BEWEALTHREADY A ROBO ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:

Investment advisory services utilizing automated managed portfolios relating to investments and life insurance
bewealthready a robo advisor

General Information


Serial Number87897197
Word MarkBEWEALTHREADY A ROBO ADVISOR
Filing DateFriday, April 27, 2018
Status710 - CANCELLED - SECTION 8
Status DateFriday, February 13, 2026
Registration Number5822781
Registration DateTuesday, July 30, 2019
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 16, 2018

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesInvestment advisory services utilizing automated managed portfolios relating to investments and life insurance
NOT AVAILABLE"A ROBO ADVISOR"
Description of MarkThe mark consists of the words"beWealthReady" and "A ROBO ADVISOR" in a stylized font and three curved converging but not connected lines forming an incomplete circle shape. The "y" in "Ready" has a bee at the top.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 13, 2026
Primary Code036
First Use Anywhere DateTuesday, January 1, 2019
First Use In Commerce DateTuesday, January 1, 2019

Trademark Owner History


Party NameCapital Consulting & Asset Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLincoln, NE 68508

Party NameCapital Consulting & Asset Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressLincoln, NE 68508

Party NameCapital Consulting & Asset Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLincoln, NE 68508

Trademark Events


Event DateEvent Description
Tuesday, May 1, 2018NEW APPLICATION ENTERED
Sunday, May 6, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, May 8, 2018NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, August 17, 2018ASSIGNED TO EXAMINER
Tuesday, August 21, 2018EXAMINERS AMENDMENT -WRITTEN
Tuesday, August 21, 2018EXAMINERS AMENDMENT E-MAILED
Tuesday, August 21, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, August 21, 2018EXAMINER'S AMENDMENT ENTERED
Tuesday, August 21, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 6, 2018ASSIGNED TO LIE
Wednesday, September 26, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 16, 2018PUBLISHED FOR OPPOSITION
Tuesday, October 16, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 11, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, June 11, 2019TEAS STATEMENT OF USE RECEIVED
Thursday, June 20, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, June 11, 2019USE AMENDMENT FILED
Thursday, June 20, 2019STATEMENT OF USE PROCESSING COMPLETE
Thursday, June 27, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, June 28, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, July 30, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, July 30, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, February 13, 2026CANCELLED SEC. 8 (6-YR)