MYWEALTHVIEW Trademark

Trademark Overview

On Tuesday, September 19, 2017, a trademark application was filed for MYWEALTHVIEW with the United States Patent and Trademark Office. The USPTO has given the MYWEALTHVIEW trademark a serial number of 87613943. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, March 21, 2025. This trademark is owned by Segall Bryant & Hamill. The MYWEALTHVIEW trademark is filed in the Insurance & Financial Services category with the following description:

financial portfolio analysis services
mywealthview

General Information

Serial Number87613943
Word MarkMYWEALTHVIEW
Filing DateTuesday, September 19, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, March 21, 2025
Registration Number5618717
Registration DateTuesday, November 27, 2018
Mark Drawing5 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateTuesday, February 6, 2018

Trademark Statements

Indication of Colors claimedColor is not claimed as a feature of the mark.
Description of MarkThe mark consists of the words "MyWealthView" in stylized lettering.
Pseudo MarkMY WEALTH VIEW
Goods and Servicesfinancial portfolio analysis services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, September 25, 2017
Primary Code036
First Use Anywhere DateTuesday, October 31, 2017
First Use In Commerce DateThursday, December 7, 2017

Trademark Owner History

Party NameCORIENT HOLDINGS INC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressMIAMI, FL 33141
Party NameSegall Bryant & Hamill
Party Type30 - Original Registrant
Legal Entity Type02 - Partnership
AddressChicago, IL 60661
Party NameSegall Bryant & Hamill
Party Type20 - Owner at Publication
Legal Entity Type02 - Partnership
AddressChicago, IL 60661
Party NameSegall Bryant & Hamill
Party Type10 - Original Applicant
Legal Entity Type02 - Partnership
AddressChicago, IL 60661

Trademark Events

Event DateEvent Description
Friday, September 22, 2017NEW APPLICATION ENTERED
Monday, September 25, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, December 23, 2017ASSIGNED TO EXAMINER
Tuesday, December 26, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 17, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 6, 2018PUBLISHED FOR OPPOSITION
Tuesday, February 6, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 3, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, August 22, 2018TEAS STATEMENT OF USE RECEIVED
Tuesday, September 18, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, August 22, 2018USE AMENDMENT FILED
Tuesday, September 18, 2018STATEMENT OF USE PROCESSING COMPLETE
Tuesday, October 23, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, October 24, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, November 27, 2018REGISTERED-PRINCIPAL REGISTER
Friday, November 5, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, November 5, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, November 5, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, November 5, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, November 5, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, June 21, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, June 21, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, June 21, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, June 21, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, November 27, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, November 27, 2024TEAS SECTION 8 & 15 RECEIVED
Monday, February 24, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, March 21, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 21, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, March 21, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, September 2, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, October 24, 2025TEAS SECTION 7 REQUEST RECEIVED

Related Keywords

mywealthview services analysis portfolio financial