S WEALTHSHIELD Trademark

Trademark Overview


On Friday, August 7, 2015, a trademark application was filed for S WEALTHSHIELD with the United States Patent and Trademark Office. The USPTO has given the S WEALTHSHIELD trademark a serial number of 86717873. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, December 19, 2024. This trademark is owned by Emerald Investment Partners, LLC. The S WEALTHSHIELD trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing on-line, non-downloadable, interactive software for managing investments for use in the financial field by investment advisors
s wealthshield

General Information


Serial Number86717873
Word MarkS WEALTHSHIELD
Filing DateFriday, August 7, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, December 19, 2024
Registration Number5519924
Registration DateTuesday, July 17, 2018
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, March 7, 2017

Trademark Statements


Description of MarkThe mark consists of the word "WEALTHSHIELD" below an image of a shield with a stylized "S" in the shield.
Pseudo MarkWEALTH SHIELD
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesProviding on-line, non-downloadable, interactive software for managing investments for use in the financial field by investment advisors

Classification Information


International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, August 12, 2015
Primary Code042
First Use Anywhere DateWednesday, June 24, 2015
First Use In Commerce DateWednesday, June 24, 2015

Trademark Owner History


Party NameWEALTHSHIELD PARTNERS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCARY, NC 27518

Party NameEmerald Investment Partners, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressCary, NC 27518

Party NameEmerald Investment Partners, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCary, NC 27518

Party NameEmerald Investment Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCary, NC 27518

Trademark Events


Event DateEvent Description
Tuesday, August 11, 2015NEW APPLICATION ENTERED
Thursday, August 13, 2015NOTICE OF DESIGN SEARCH CODE E-MAILED
Monday, May 23, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 12, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, November 19, 2015ASSIGNED TO EXAMINER
Monday, November 23, 2015NON-FINAL ACTION WRITTEN
Monday, November 23, 2015NON-FINAL ACTION E-MAILED
Monday, November 23, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, May 23, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, May 24, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, December 14, 2016TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, December 14, 2016EXPARTE APPEAL RECEIVED AT TTAB
Wednesday, December 14, 2016EX PARTE APPEAL-INSTITUTED
Wednesday, January 4, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 14, 2016FINAL REFUSAL WRITTEN
Tuesday, June 14, 2016FINAL REFUSAL E-MAILED
Tuesday, June 14, 2016NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, December 14, 2016JURISDICTION RESTORED TO EXAMINING ATTORNEY
Wednesday, January 4, 2017ASSIGNED TO LIE
Wednesday, January 4, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 5, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, January 6, 2017EXPARTE APPEAL TERMINATED
Tuesday, May 2, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, November 2, 2017SOU TEAS EXTENSION RECEIVED
Thursday, November 2, 2017SOU EXTENSION 1 FILED
Thursday, February 2, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 15, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 7, 2017PUBLISHED FOR OPPOSITION
Tuesday, March 7, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, November 2, 2017SOU EXTENSION 1 GRANTED
Saturday, November 4, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, May 2, 2018TEAS STATEMENT OF USE RECEIVED
Wednesday, May 2, 2018USE AMENDMENT FILED
Wednesday, May 23, 2018STATEMENT OF USE PROCESSING COMPLETE
Tuesday, June 12, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, July 17, 2018REGISTERED-PRINCIPAL REGISTER
Wednesday, August 5, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, May 23, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, June 11, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, July 17, 2024TEAS SECTION 8 & 15 RECEIVED
Wednesday, December 18, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, December 19, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, December 19, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, July 17, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED