MODERA WEALTH MANAGEMENT Trademark

Trademark Overview

On Friday, October 10, 2008, a trademark application was filed for MODERA WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the MODERA WEALTH MANAGEMENT trademark a serial number of 77590128. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, August 27, 2020. This trademark is owned by Greenbaum & Orecchio, Inc.. The MODERA WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment advisory services, financial planning, wealth management, portfolio management
modera wealth management

General Information

Serial Number77590128
Word MarkMODERA WEALTH MANAGEMENT
Filing DateFriday, October 10, 2008
Status800 - REGISTERED AND RENEWED
Status DateThursday, August 27, 2020
Registration Number3832529
Registration DateTuesday, August 10, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 22, 2009

Trademark Statements

Disclaimer with Predetermined Text"WEALTH MANAGEMENT"
Goods and ServicesFinancial services, namely, investment advisory services, financial planning, wealth management, portfolio management
Translation of Words in MarkThe English translation of "MODERA" in the mark is "moderate".

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 14, 2008
Primary Code036
First Use Anywhere DateThursday, January 1, 2009
First Use In Commerce DateThursday, January 1, 2009

Trademark Owner History

Party NameMODERA WEALTH MANAGEMENT, LLC
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWESTWOOD, NJ 07675
Party NameMODERA CAPITAL, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWestwood, NJ 07675
Party NameMODERA, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressOLD TAPPAN, NJ 07675
Party NameMODERA, INC.
Party Type21 - New Owner After Publication
Legal Entity Type03 - Corporation
AddressOLD TAPPAN, NJ 07675
Party NameGreenbaum & Orecchio, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressOld Tappan, NJ 07675
Party NameGreenbaum & Orecchio, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressOld Tappan, NJ 07675

Trademark Events

Event DateEvent Description
Thursday, September 24, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, August 27, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, August 27, 2020REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, August 27, 2020REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, August 25, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, July 15, 2020TEAS SECTION 8 & 9 RECEIVED
Saturday, August 10, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, September 27, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, September 27, 2016REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, September 27, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, July 21, 2016TEAS SECTION 8 & 15 RECEIVED
Tuesday, August 10, 2010REGISTERED-PRINCIPAL REGISTER
Thursday, July 8, 2010NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, July 7, 2010LAW OFFICE REGISTRATION REVIEW COMPLETED
Wednesday, July 7, 2010ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, June 16, 2010NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, June 15, 2010STATEMENT OF USE PROCESSING COMPLETE
Monday, May 24, 2010USE AMENDMENT FILED
Tuesday, June 15, 2010EXTENSION 1 GRANTED
Monday, May 24, 2010EXTENSION 1 FILED
Tuesday, June 15, 2010CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, June 2, 2010AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, May 24, 2010TEAS EXTENSION RECEIVED
Monday, May 24, 2010TEAS STATEMENT OF USE RECEIVED
Tuesday, December 15, 2009NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, September 22, 2009PUBLISHED FOR OPPOSITION
Wednesday, September 2, 2009NOTICE OF PUBLICATION
Tuesday, August 18, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, August 17, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, July 28, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, July 28, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 28, 2009ASSIGNED TO LIE
Monday, July 13, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, January 13, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 13, 2009NON-FINAL ACTION E-MAILED
Tuesday, January 13, 2009NON-FINAL ACTION WRITTEN
Monday, January 12, 2009ASSIGNED TO EXAMINER
Tuesday, October 14, 2008NEW APPLICATION ENTERED IN TRAM

Related Keywords

management wealth modera financial services portfolio advisory namely investment planning