THE WEALTHCARE SOLUTION Trademark

Trademark Overview

On Wednesday, November 27, 2013, a trademark application was filed for THE WEALTHCARE SOLUTION with the United States Patent and Trademark Office. The USPTO has given the THE WEALTHCARE SOLUTION trademark a serial number of 86130389. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, May 22, 2020. This trademark is owned by CPA Wealth Management Services, P.A.. The THE WEALTHCARE SOLUTION trademark is filed in the Insurance & Financial Services category with the following description:

Consulting services, namely, consulting, counseling, advising, planning, and financial management services for individuals in the fields of wealth planning, wealth management, money management, and personal finance; estate planning; design, administration and advisory services for employer-sponsored retirement plans
the wealthcare solution

General Information

Serial Number86130389
Word MarkTHE WEALTHCARE SOLUTION
Filing DateWednesday, November 27, 2013
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, May 22, 2020
Registration Number4626257
Registration DateTuesday, October 21, 2014
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, April 22, 2014

Trademark Statements

Description of MarkThe mark consists of a wave design in the form of a series of arcs, with two dots appearing above the first arc, one dot appearing above the second arc and the words "THE WEALTHCARE SOLUTION" appearing to the right of the series of arcs.
Pseudo MarkTHE WEALTH CARE SOLUTION
Goods and ServicesConsulting services, namely, consulting, counseling, advising, planning, and financial management services for individuals in the fields of wealth planning, wealth management, money management, and personal finance; estate planning; design, administration and advisory services for employer-sponsored retirement plans
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"WEALTHCARE"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, December 11, 2013
Primary Code036
First Use Anywhere DateThursday, January 31, 2013
First Use In Commerce DateThursday, January 31, 2013

Trademark Owner History

Party NameSAVANT CAPITAL, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressROCKFORD, IL 61107
Party NameFIRSTWAVE FINANCIAL, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSATELLITE BEACH, FL 32937
Party NameCPA Wealth Management Services, P.A.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSatellite Beach, FL 32937
Party NameCPA Wealth Management Services, P.A.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSatellite Beach, FL 32937
Party NameCPA Wealth Management Services, P.A.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSatellite Beach, FL 32937

Trademark Events

Event DateEvent Description
Saturday, November 30, 2013NEW APPLICATION ENTERED
Wednesday, December 11, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, December 12, 2013NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, March 12, 2014ASSIGNED TO EXAMINER
Friday, March 14, 2014EXAMINERS AMENDMENT -WRITTEN
Friday, March 14, 2014EXAMINERS AMENDMENT E-MAILED
Friday, March 14, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, March 14, 2014ASSIGNED TO LIE
Monday, March 17, 2014EXAMINER'S AMENDMENT ENTERED
Monday, March 17, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, March 17, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, April 2, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 22, 2014PUBLISHED FOR OPPOSITION
Tuesday, April 22, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 17, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, July 23, 2014TEAS STATEMENT OF USE RECEIVED
Wednesday, July 23, 2014USE AMENDMENT FILED
Thursday, August 14, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, August 14, 2014STATEMENT OF USE PROCESSING COMPLETE
Monday, September 15, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, September 16, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 21, 2014REGISTERED-PRINCIPAL REGISTER
Wednesday, January 17, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, June 27, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, June 27, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, October 21, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, March 26, 2020TEAS SECTION 8 & 15 RECEIVED
Friday, May 22, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, May 22, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, May 22, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, October 21, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 11, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, September 17, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, September 17, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 17, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 17, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, September 17, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Related Keywords

solution wealthcare management services planning consulting wealth advisory administration design employer sponsored