| Serial Number | 86338389 |
| Word Mark | CHARTERED WEALTH ADVISOR |
| Filing Date | Wednesday, July 16, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 3, 2021 |
| Registration Number | 4703157 |
| Registration Date | Tuesday, March 17, 2015 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 30, 2014 |
| Disclaimer with Predetermined Text | "WEALTH ADVISOR" |
| Goods and Services | Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Business planning; Business succession planning |
| Goods and Services | Financial advisory and consultancy services; Financial advisory and consultancyservices, namely, the creation of personalized strategies to achieve financial independence; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning and investment advisory services |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 3, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, December 1, 2003 |
| First Use In Commerce Date | Monday, December 1, 2003 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 3, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, December 1, 2003 |
| First Use In Commerce Date | Monday, December 1, 2003 |
| Party Name | ROBERT W. BAIRD & CO. INCORPORATED |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | MILWAUKEE, WI 53202 |
| Party Name | J.J.B. Hilliard, W.L. Lyons, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Louisville, KY 40202 |
| Party Name | J.J.B. Hilliard, W.L. Lyons, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Louisville, KY 40202 |
| Party Name | J.J.B. Hilliard, W.L. Lyons, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Louisville, KY 40202 |
| Event Date | Event Description |
| Friday, December 3, 2021 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, June 9, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, June 3, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, June 3, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, June 3, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, March 17, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 17, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 30, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 30, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 10, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, November 22, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, November 19, 2014 | ASSIGNED TO LIE |
| Monday, November 3, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 3, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Monday, November 3, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, November 3, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Monday, November 3, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, November 1, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, November 1, 2014 | NON-FINAL ACTION E-MAILED |
| Saturday, November 1, 2014 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 28, 2014 | ASSIGNED TO EXAMINER |
| Tuesday, July 22, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, July 19, 2014 | NEW APPLICATION ENTERED IN TRAM |