MERRILL PERSONAL WEALTH SUMMARY Trademark

Trademark Overview

On Monday, October 7, 2019, a trademark application was filed for MERRILL PERSONAL WEALTH SUMMARY with the United States Patent and Trademark Office. The USPTO has given the MERRILL PERSONAL WEALTH SUMMARY trademark a serial number of 88645059. The federal status of this trademark filing is REGISTERED as of Tuesday, March 21, 2023. This trademark is owned by Bank of America Corporation. The MERRILL PERSONAL WEALTH SUMMARY trademark is filed in the Insurance & Financial Services category with the following description:

Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; banking services; credit card and debit card services; trading of securities, shares, foreign exchange, commodities, options and other derivative products for others; financial planning for retirement; financial information and services provided online from a computer database or global computer network
merrill personal wealth summary

General Information

Serial Number88645059
Word MarkMERRILL PERSONAL WEALTH SUMMARY
Filing DateMonday, October 7, 2019
Status700 - REGISTERED
Status DateTuesday, March 21, 2023
Registration Number7006626
Registration DateTuesday, March 21, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 18, 2020

Trademark Statements

Goods and ServicesFinancial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; banking services; credit card and debit card services; trading of securities, shares, foreign exchange, commodities, options and other derivative products for others; financial planning for retirement; financial information and services provided online from a computer database or global computer network
Disclaimer with Predetermined Text"PERSONAL WEALTH SUMMARY"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 10, 2019
Primary Code036
First Use Anywhere DateThursday, October 31, 2019
First Use In Commerce DateSunday, January 31, 2021

Trademark Owner History

Party NameBank of America Corporation
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCharlotte, NC 28255
Party NameBank of America Corporation
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCharlotte, NC 28255
Party NameBank of America Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCharlotte, NC 28255

Trademark Events

Event DateEvent Description
Tuesday, March 21, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, March 21, 2023REGISTERED-PRINCIPAL REGISTER
Thursday, February 16, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, February 15, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, October 19, 2022STATEMENT OF USE PROCESSING COMPLETE
Wednesday, October 5, 2022USE AMENDMENT FILED
Wednesday, October 19, 2022CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, October 5, 2022TEAS STATEMENT OF USE RECEIVED
Saturday, April 16, 2022NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, April 14, 2022SOU EXTENSION 4 GRANTED
Thursday, April 14, 2022SOU EXTENSION 4 FILED
Thursday, April 14, 2022TEAS EXTENSION RECEIVED
Saturday, October 16, 2021NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, October 14, 2021SOU EXTENSION 3 GRANTED
Thursday, October 14, 2021SOU EXTENSION 3 FILED
Thursday, October 14, 2021TEAS EXTENSION RECEIVED
Friday, April 16, 2021NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, April 14, 2021SOU EXTENSION 2 GRANTED
Wednesday, April 14, 2021SOU EXTENSION 2 FILED
Wednesday, April 14, 2021TEAS EXTENSION RECEIVED
Friday, October 16, 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, October 14, 2020SOU EXTENSION 1 GRANTED
Wednesday, October 14, 2020SOU EXTENSION 1 FILED
Wednesday, October 14, 2020TEAS EXTENSION RECEIVED
Tuesday, April 14, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 18, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 18, 2020PUBLISHED FOR OPPOSITION
Wednesday, January 29, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, January 13, 2020ASSIGNED TO LIE
Wednesday, January 8, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 8, 2020EXAMINER'S AMENDMENT ENTERED
Wednesday, January 8, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, January 8, 2020EXAMINERS AMENDMENT E-MAILED
Wednesday, January 8, 2020EXAMINERS AMENDMENT -WRITTEN
Friday, December 27, 2019ASSIGNED TO EXAMINER
Thursday, October 10, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 10, 2019NEW APPLICATION ENTERED

Related Keywords

summary wealth personal merrill financial investment services management card consultation computer planning information advice