MOSS ADAMS WEALTH ADVISORS Trademark

Trademark Overview


On Thursday, May 4, 2006, a trademark application was filed for MOSS ADAMS WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the MOSS ADAMS WEALTH ADVISORS trademark a serial number of 78876591. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, May 24, 2018. This trademark is owned by Moss Adams LLP. The MOSS ADAMS WEALTH ADVISORS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial consulting services in the fields of personal wealth, estate planning, financial planning, financial valuation, corporate finance, financial research, risk management, claims resolution and asset management; financial assurance services, namely, business risk management and control solutions, operations risk evaluation of the credit worthiness of companies and private individuals, financial forecasts and projections

Accounting services, tax services, namely, tax and taxation planning, advice, information and consultancy services; assurance services, namely, business auditing, benefit plan audit services, business systems management, outsourced internal business audits, analyzing and compiling data for measuring the performance of financial markets, royalty and contractual compliance; business consulting services in the fields of benchmarking, business owner succession, strategic planning, royalty compliance auditing, mergers and acquisitions, market research, benefit plan audit, business planning, and human capital
moss adams wealth advisors

General Information


Serial Number78876591
Word MarkMOSS ADAMS WEALTH ADVISORS
Filing DateThursday, May 4, 2006
Status800 - REGISTERED AND RENEWED
Status DateThursday, May 24, 2018
Registration Number3438154
Registration DateTuesday, May 27, 2008
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 10, 2007

Trademark Statements


NOT AVAILABLE"WEALTH ADVISORS"
Goods and ServicesFinancial consulting services in the fields of personal wealth, estate planning, financial planning, financial valuation, corporate finance, financial research, risk management, claims resolution and asset management; financial assurance services, namely, business risk management and control solutions, operations risk evaluation of the credit worthiness of companies and private individuals, financial forecasts and projections
Goods and ServicesAccounting services, tax services, namely, tax and taxation planning, advice, information and consultancy services; assurance services, namely, business auditing, benefit plan audit services, business systems management, outsourced internal business audits, analyzing and compiling data for measuring the performance of financial markets, royalty and contractual compliance; business consulting services in the fields of benchmarking, business owner succession, strategic planning, royalty compliance auditing, mergers and acquisitions, market research, benefit plan audit, business planning, and human capital

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, May 10, 2006
Primary Code035
First Use Anywhere DateThursday, May 31, 2007
First Use In Commerce DateThursday, May 31, 2007

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, May 10, 2006
Primary Code036
First Use Anywhere DateThursday, May 31, 2007
First Use In Commerce DateThursday, May 31, 2007

Trademark Owner History


Party NameMOSS ADAMS ADVISORY GROUP LP
Party Type31 - New Owner After Registration
Legal Entity Type13 - Limited Partnership
AddressSEATTLE, WA 98104

Party NameMoss Adams LLP
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressSeattle, WA 98104

Party NameMoss Adams LLP
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressBellingham, WA 98226

Party NameMoss Adams LLP
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressBellingham, WA 98226

Trademark Events


Event DateEvent Description
Wednesday, May 10, 2006NEW APPLICATION ENTERED
Thursday, October 5, 2006ASSIGNED TO EXAMINER
Friday, October 6, 2006NON-FINAL ACTION WRITTEN
Friday, October 6, 2006NON-FINAL ACTION E-MAILED
Monday, December 18, 2006TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, April 5, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, April 5, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, April 6, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 9, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, April 30, 2007ASSIGNED TO LIE
Monday, April 30, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, June 20, 2007NOTICE OF PUBLICATION
Tuesday, July 10, 2007PUBLISHED FOR OPPOSITION
Tuesday, October 2, 2007NOA MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, April 2, 2008TEAS STATEMENT OF USE RECEIVED
Wednesday, April 2, 2008USE AMENDMENT FILED
Tuesday, April 22, 2008STATEMENT OF USE PROCESSING COMPLETE
Wednesday, April 23, 2008ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, April 23, 2008LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, May 27, 2008REGISTERED-PRINCIPAL REGISTER
Thursday, February 16, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 16, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, May 23, 2014TEAS SECTION 8 & 15 RECEIVED
Monday, June 9, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, June 11, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, June 11, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, May 27, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, May 15, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, May 15, 2018TEAS SECTION 8 & 9 RECEIVED
Thursday, May 24, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, May 24, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, May 24, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, May 24, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, January 4, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, June 11, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, November 24, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, November 24, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, November 24, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, November 24, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 24, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED