HCR WEALTH ADVISORS Trademark

Trademark Overview

On Thursday, September 25, 2014, a trademark application was filed for HCR WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the HCR WEALTH ADVISORS trademark a serial number of 86406536. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, August 9, 2021. This trademark is owned by HCR WEALTH ADVISORS. The HCR WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial asset management; financial consultation; financial investment in the field of securities; investment advice; Financial management services, namely, management of investment funds and separate account investments; financial planning and investment advisory services; investment management
hcr wealth advisors

General Information

Serial Number86406536
Word MarkHCR WEALTH ADVISORS
Filing DateThursday, September 25, 2014
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, August 9, 2021
Registration Number4909624
Registration DateTuesday, March 1, 2016
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, March 17, 2015

Trademark Statements

Description of MarkThe mark consists of the lettering "HCR" in stylized font, wherein the letters "H" and "R" are shaded. The spine of the "R" extends to the left creating the background upon which the "C" is displayed in negative space. The wording "WEALTH ADVISORS" is displayed underneath in stylized font.
Pseudo MarkHELLER CAPITAL RESOURCES WEALTH ADVISORS
Goods and ServicesFinancial asset management; financial consultation; financial investment in the field of securities; investment advice; Financial management services, namely, management of investment funds and separate account investments; financial planning and investment advisory services; investment management
Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"WEALTH ADVISORS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, October 3, 2014
Primary Code036
First Use Anywhere DateTuesday, August 11, 2015
First Use In Commerce DateTuesday, August 11, 2015

Trademark Owner History

Party NameHCR WEALTH ADVISORS
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90024
Party NameHCR WEALTH ADVISORS
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90024
Party NameHCR WEALTH ADVISORS
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90024

Trademark Events

Event DateEvent Description
Monday, August 9, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, August 9, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, August 9, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, April 8, 2021TEAS SECTION 8 & 15 RECEIVED
Monday, March 1, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, March 1, 2016REGISTERED-PRINCIPAL REGISTER
Saturday, January 23, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, January 22, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, January 22, 2016EXAMINER'S AMENDMENT ENTERED
Friday, January 22, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, January 22, 2016EXAMINERS AMENDMENT E-MAILED
Friday, January 22, 2016SU-EXAMINER'S AMENDMENT WRITTEN
Wednesday, January 6, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 6, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 6, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 4, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, December 4, 2015NON-FINAL ACTION E-MAILED
Friday, December 4, 2015SU - NON-FINAL ACTION - WRITTEN
Friday, December 4, 2015ASSIGNED TO EXAMINER
Thursday, November 12, 2015STATEMENT OF USE PROCESSING COMPLETE
Friday, October 30, 2015USE AMENDMENT FILED
Sunday, November 8, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, October 30, 2015TEAS STATEMENT OF USE RECEIVED
Tuesday, May 12, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 17, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 17, 2015PUBLISHED FOR OPPOSITION
Wednesday, February 25, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, February 7, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, February 6, 2015ASSIGNED TO LIE
Tuesday, January 20, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, January 20, 2015EXAMINER'S AMENDMENT ENTERED
Tuesday, January 20, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, January 20, 2015EXAMINERS AMENDMENT E-MAILED
Tuesday, January 20, 2015EXAMINERS AMENDMENT -WRITTEN
Tuesday, January 20, 2015EXAMINER'S AMENDMENT ENTERED
Tuesday, January 20, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, January 20, 2015EXAMINERS AMENDMENT E-MAILED
Tuesday, January 20, 2015EXAMINERS AMENDMENT -WRITTEN
Thursday, January 15, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 15, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 15, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, January 13, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 13, 2015NON-FINAL ACTION E-MAILED
Tuesday, January 13, 2015NON-FINAL ACTION WRITTEN
Tuesday, January 13, 2015ASSIGNED TO EXAMINER
Saturday, October 4, 2014NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, October 3, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 29, 2014NEW APPLICATION ENTERED

Related Keywords

advisors wealth financial investment management services separate advisory investments planning funds account