DYNAMIC WEALTH MANAGEMENT SYSTEM Trademark

Trademark Overview


On Wednesday, October 26, 2005, a trademark application was filed for DYNAMIC WEALTH MANAGEMENT SYSTEM with the United States Patent and Trademark Office. The USPTO has given the DYNAMIC WEALTH MANAGEMENT SYSTEM trademark a serial number of 76649154. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 7, 2021. This trademark is owned by S.I. WILLIAMS WEALTH MGMT, LLC. The DYNAMIC WEALTH MANAGEMENT SYSTEM trademark is filed in the Advertising, Business and Retail Services category with the following description:

Provision of financial and statistical data compilation, accounting, asset and financial record administration and monitoring services to high net worth individuals and families; none of said services being for the management or provision of mutual funds

General Information


Serial Number76649154
Word MarkDYNAMIC WEALTH MANAGEMENT SYSTEM
Filing DateWednesday, October 26, 2005
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 7, 2021
Registration Number4611640
Registration DateTuesday, September 30, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 26, 2010

Trademark Statements


Goods and ServicesProvision of financial and statistical data compilation, accounting, asset and financial record administration and monitoring services to high net worth individuals and families; none of said services being for the management or provision of mutual funds
Disclaimer with Predetermined Text"WEALTH MANAGEMENT SYSTEM"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 7, 2021
Primary Code035
First Use Anywhere DateWednesday, September 3, 2003
First Use In Commerce DateWednesday, September 3, 2003

Trademark Owner History


Party NameDYNAMIC WEALTH MANAGEMENT INFORMATION MANAGEMENT BUSINESS SOLUTIONS, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNEW YORK, NY 10165

Party NameDYNAMIC WEALTH MANAGEMENT INFORMATION MANAGEMENT BUSINESS SOLUTIONS, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNEW YORK, NY 10165

Party NameDYNAMIC WEALTH MANAGEMENT INFORMATION MANAGEMENT BUSINESS SOLUTIONS, INC.
Party Type12 - New Owner Before Publication
Legal Entity Type03 - Corporation
AddressNEW YORK, NY 10165

Party NameDYNAMIC WEALTH MANAGEMENT INFORMATION MANAGEMENT BUSINESS SOLUTIONS, INC.
Party Type11 - New Owner Before Publication
Legal Entity Type03 - Corporation
AddressNEW YORK, NY 10165

Party NameS.I. WILLIAMS WEALTH MGMT, LLC
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressNew York, NY 10016

Trademark Events


Event DateEvent Description
Wednesday, May 3, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, May 3, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, May 3, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, May 3, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, May 3, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, May 3, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, May 7, 2021CANCELLED SEC. 8 (6-YR)
Monday, September 30, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, May 31, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, May 6, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 30, 2014REGISTERED-PRINCIPAL REGISTER
Tuesday, July 8, 2014PAPER RECEIVED
Tuesday, July 8, 2014TTAB RELEASE CASE TO TRADEMARKS
Tuesday, July 8, 2014OPPOSITION TERMINATED NO. 999999
Tuesday, July 8, 2014OPPOSITION DISMISSED NO. 999999
Tuesday, April 26, 2011OPPOSITION INSTITUTED NO. 999999
Tuesday, November 16, 2010EXTENSION OF TIME TO OPPOSE RECEIVED
Friday, November 5, 2010TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, October 26, 2010PUBLISHED FOR OPPOSITION
Wednesday, October 6, 2010NOTICE OF PUBLICATION
Monday, September 20, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, September 20, 2010APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 2, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, September 2, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 2, 2010TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Thursday, August 26, 2010REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, July 21, 2010ASSIGNED TO EXAMINER
Thursday, February 25, 2010REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, October 28, 2009AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, October 21, 2009AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, August 25, 2009REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Monday, February 23, 2009REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Monday, February 23, 2009ASSIGNED TO LIE
Thursday, February 19, 2009TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, August 21, 2008REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Thursday, February 21, 2008REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Thursday, February 21, 2008ASSIGNED TO LIE
Tuesday, August 21, 2007REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, February 21, 2007REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Monday, August 21, 2006LETTER OF SUSPENSION MAILED
Friday, August 18, 2006SUSPENSION LETTER WRITTEN
Friday, August 18, 2006AMENDMENT FROM APPLICANT ENTERED
Friday, July 21, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 21, 2006PAPER RECEIVED
Tuesday, May 2, 2006NON-FINAL ACTION MAILED
Monday, May 1, 2006NON-FINAL ACTION WRITTEN
Saturday, April 29, 2006ASSIGNED TO EXAMINER
Tuesday, November 1, 2005NEW APPLICATION ENTERED