SOUTHEAST WEALTH MANAGEMENT Trademark

Trademark Overview


On Friday, January 30, 2015, a trademark application was filed for SOUTHEAST WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SOUTHEAST WEALTH MANAGEMENT trademark a serial number of 86520343. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 21, 2022. This trademark is owned by SOUTHEAST BANK. The SOUTHEAST WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

banking services; financial services, namely, wealth management services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; financial portfolio management and analysis services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial information, research and advice services; financial management, financial planning and investment advisory services; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial retirement plan consulting services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial trust planning and administration; estate planning and estate trust management
southeast wealth management

General Information


Serial Number86520343
Word MarkSOUTHEAST WEALTH MANAGEMENT
Filing DateFriday, January 30, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, October 21, 2022
Registration Number4933862
Registration DateTuesday, April 5, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 27, 2015

Trademark Statements


Goods and Servicesbanking services; financial services, namely, wealth management services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; financial portfolio management and analysis services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial information, research and advice services; financial management, financial planning and investment advisory services; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial retirement plan consulting services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial trust planning and administration; estate planning and estate trust management
Disclaimer with Predetermined Text"WEALTH MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 21, 2022
Primary Code036
First Use Anywhere DateFriday, May 31, 2013
First Use In Commerce DateFriday, May 31, 2013

Trademark Owner History


Party NameSOUTHEAST BANK
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressFarragut, TN 37934

Party NameSOUTHEAST BANK
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressFarragut, TN 37934

Party NameSOUTHEAST BANK
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressFarragut, TN 37934

Trademark Events


Event DateEvent Description
Friday, October 21, 2022CANCELLED SEC. 8 (6-YR)
Monday, April 5, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, April 5, 2016REGISTERED-PRINCIPAL REGISTER
Saturday, February 27, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, February 26, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, February 26, 2016STATEMENT OF USE PROCESSING COMPLETE
Wednesday, January 20, 2016USE AMENDMENT FILED
Thursday, February 25, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, February 8, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, January 20, 2016TEAS STATEMENT OF USE RECEIVED
Tuesday, December 22, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, October 27, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 27, 2015PUBLISHED FOR OPPOSITION
Wednesday, October 7, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 22, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, September 22, 2015ASSIGNED TO LIE
Wednesday, August 26, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 26, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 26, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 26, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, February 26, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 26, 2015NON-FINAL ACTION E-MAILED
Thursday, February 26, 2015NON-FINAL ACTION WRITTEN
Friday, February 20, 2015ASSIGNED TO EXAMINER
Tuesday, February 10, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, February 3, 2015NEW APPLICATION ENTERED IN TRAM