INDEX WEALTH ADVISORS Trademark

Trademark Overview


On Tuesday, August 28, 2012, a trademark application was filed for INDEX WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the INDEX WEALTH ADVISORS trademark a serial number of 85715229. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, June 12, 2023. This trademark is owned by Index Wealth Advisors. The INDEX WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services
index wealth advisors

General Information


Serial Number85715229
Word MarkINDEX WEALTH ADVISORS
Filing DateTuesday, August 28, 2012
Status800 - REGISTERED AND RENEWED
Status DateMonday, June 12, 2023
Registration Number4299581
Registration DateTuesday, March 5, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning and investment advisory services
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 DateThursday, September 6, 2012
Primary Code036
First Use Anywhere DateMonday, April 16, 2012
First Use In Commerce DateMonday, April 16, 2012

Trademark Owner History


Party NameIndex Wealth Advisors
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211

Party NameIndex Wealth Advisors
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLeawood, KS 66211

Trademark Events


Event DateEvent Description
Monday, June 12, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, June 12, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, June 12, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sunday, February 19, 2023TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, December 28, 2022POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Saturday, December 24, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, June 9, 2022TEAS SECTION 8 & 9 RECEIVED
Saturday, March 5, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, March 19, 2018NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Monday, March 19, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, March 19, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 5, 2018TEAS SECTION 8 RECEIVED
Monday, March 5, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, March 5, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, March 5, 2013REGISTERED-SUPPLEMENTAL REGISTER
Friday, January 25, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, January 23, 2013APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, January 18, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 18, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 17, 2013ASSIGNED TO LIE
Monday, January 14, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 28, 2012NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Friday, December 28, 2012EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Friday, December 28, 2012COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Friday, December 28, 2012EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Wednesday, December 19, 2012ASSIGNED TO EXAMINER
Thursday, September 6, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 31, 2012NEW APPLICATION ENTERED