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 86130887. 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 Number86130887
Word MarkTHE WEALTHCARE SOLUTION
Filing DateWednesday, November 27, 2013
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, May 22, 2020
Registration Number4563962
Registration DateTuesday, July 8, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 22, 2014

Trademark Statements


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
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 DateThursday, December 12, 2013
Primary Code036
First Use Anywhere DateTuesday, August 1, 2006
First Use In Commerce DateTuesday, August 1, 2006

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
Thursday, December 12, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, December 13, 2013NOTICE OF PSEUDO MARK 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, July 8, 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, July 8, 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, July 8, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 11, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, September 17, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, September 17, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 17, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, September 17, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, September 17, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED