CARTER WEALTH Trademark

Trademark Overview


On Wednesday, August 1, 2012, a trademark application was filed for CARTER WEALTH with the United States Patent and Trademark Office. The USPTO has given the CARTER WEALTH trademark a serial number of 85692501. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, April 5, 2024. This trademark is owned by Carter Financial Management, Inc.. The CARTER WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management
carter wealth

General Information


Serial Number85692501
Word MarkCARTER WEALTH
Filing DateWednesday, August 1, 2012
Status800 - REGISTERED AND RENEWED
Status DateFriday, April 5, 2024
Registration Number4621640
Registration DateTuesday, October 14, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 31, 2013

Trademark Statements


Goods and ServicesFinancial services, namely, wealth management
NOT AVAILABLE"WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, August 9, 2012
Primary Code036
First Use Anywhere DateMonday, August 18, 2014
First Use In Commerce DateMonday, August 18, 2014

Trademark Owner History


Party NameCarter Financial Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressDallas, TX 75251

Party NameCarter Financial Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressDallas, TX 75251

Party NameCarter Financial Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDallas, TX 75251

Trademark Events


Event DateEvent Description
Saturday, August 4, 2012NEW APPLICATION ENTERED
Thursday, August 9, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, November 29, 2012ASSIGNED TO EXAMINER
Thursday, November 29, 2012NON-FINAL ACTION WRITTEN
Thursday, November 29, 2012NON-FINAL ACTION E-MAILED
Thursday, November 29, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, May 24, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, May 24, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 24, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, May 25, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, June 6, 2013FINAL REFUSAL WRITTEN
Thursday, June 6, 2013FINAL REFUSAL E-MAILED
Thursday, June 6, 2013NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, October 31, 2013TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, October 31, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 1, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, November 4, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, November 23, 2013ASSIGNED TO LIE
Saturday, November 23, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, December 11, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 31, 2013PUBLISHED FOR OPPOSITION
Tuesday, December 31, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 25, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, April 21, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, August 20, 2014TEAS STATEMENT OF USE RECEIVED
Wednesday, August 20, 2014SOU TEAS EXTENSION RECEIVED
Wednesday, August 20, 2014SOU EXTENSION 1 FILED
Wednesday, August 20, 2014USE AMENDMENT FILED
Friday, September 5, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, September 9, 2014SOU EXTENSION 1 GRANTED
Tuesday, September 9, 2014STATEMENT OF USE PROCESSING COMPLETE
Tuesday, September 9, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, September 10, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, September 10, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, October 14, 2014REGISTERED-PRINCIPAL REGISTER
Thursday, August 8, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 14, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, May 29, 2020TEAS SECTION 8 RECEIVED
Wednesday, September 9, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, September 14, 2020POST REGISTRATION ACTION MAILED - SEC. 8
Wednesday, September 30, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 30, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, September 30, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 2, 2020TEAS SECTION 15 RECEIVED
Friday, October 2, 2020TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Monday, October 12, 2020REGISTERED - SEC. 15 ACKNOWLEDGED
Monday, October 12, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, October 12, 2020NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Monday, October 12, 2020SEC. 15 ACKNOWLEDGEMENT - E-MAILED
Monday, June 13, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, June 13, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, June 13, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, October 14, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, November 17, 2023TEAS SECTION 8 & 9 RECEIVED
Friday, April 5, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 5, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, April 5, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, April 5, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED