| Serial Number | 76513022 |
| Word Mark | UBS WEALTH MANAGEMENT |
| Filing Date | Friday, May 9, 2003 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Sunday, March 30, 2025 |
| Registration Number | 2918462 |
| Registration Date | Tuesday, January 18, 2005 |
| Mark Drawing | 1 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 26, 2004 |
| Goods and Services | INSURANCE AFFAIRS, NAMELY INSURANCE BROKERAGE, INSURANCE CONSULTATION AND INSURANCE UNDERWRITING FOR ALL TYPES OF INSURANCE; FINANCIAL AFFAIRS, NAMELY FINANCIAL MANAGEMENT, FINANCIAL PLANNING, FINANCIAL FORECASTING, FINANCIAL PORTFOLIO MANAGEMENT AND FINANCIAL ANALYSIS AND CONSULTATION; BANKING; FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS; FINANCIAL SERVICES, NAMELY PROVIDING INFORMATION IN THE FIELD OF FINANCE VIA THE INTERNET AND PROVIDING ON-LINE STORED VALUE ACCOUNTS IN AN ELECTRONIC ENVIRONMENT; ELECTRONIC BANKING SERVICES VIA A GLOBAL COMPUTER NETWORK; STOCK BROKERAGE SERVICES, NAMELY TRADING IN SECURITIES, DERIVATIVES AND CURRENCIES; MONETARY EXCHANGE; COMMODITIES EXCHANGE SERVICES; FINANCIAL EXCHANGE; FINANCIAL INFORMATION IN THE NATURE OF RATES OF EXCHANGE; FUTURES EXCHANGE SERVICES; CURRENCY EXCHANGE AND ADVICE; BROKERAGE IN THE FIELD OF COMMODITIES, INVESTMENTS, REAL ESTATE, MORTGAGE, MUTUAL FUNDS, SECURITIES AND STOCKS; CONSULTATION SERVICES IN THE FIELD OF BANKING, COMMODITIES, INVESTMENTS, REAL ESTATE, MORTGAGE, MUTUAL FUNDS, SECURITIES, STOCKS, CAPITAL INVESTMENT, CREDIT AND CREDIT INQUIRY; AGENCIES IN THE FIELD OF BONDS AND OTHER SECURITIES; DEBT RECOVERY AND COLLECTION AGENCIES; TRANSFER AGENCY SERVICES RENDERED TO ISSUERS OF INVESTMENT SECURITIES; FINANCIAL CONSULTATION SERVICES IN THE FIELD OF PAYMENT SYSTEMS; INVESTMENT MANAGEMENT SERVICES, NAMELY MANAGEMENT OF ASSETS; ADMINISTRATION OF EMPLOYEE PENSION PLANS FOR OTHERS; FINANCIAL TRANSACTIONS, NAMELY INVESTMENT FUND TRANSFER AND TRANSACTION SERVICES; DEBIT CARD SERVICES; DEBIT ACCOUNT SERVICES VIA A COMPUTER READABLE CARD; CONSULTANCY SERVICES IN THE FIELD OF FINANCIAL PLANNING AND FINANCIAL MANAGEMENT; FINANCIAL MANAGEMENT, NAMELY MANAGEMENT OF MUTUAL FUNDS; FINANCIAL CONSULTATION SERVICES IN THE FIELD OF FINANCIAL PLANNING, FINANCIAL MANAGEMENT, AND PAYMENT SYSTEMS; INVESTMENT MANAGEMENT AND RISK MANAGEMENT; FINANCIAL SERVICES FOR TRUSTS, NAMELY INVESTMENT FUND TRANSFER AND TRANSACTION SERVICES; INVESTMENT ADVISORY SERVICES AND ASSET MANAGEMENT SERVICES; REAL ESTATE ACQUISITION SERVICES; REAL ESTATE APPRAISAL; REAL ESTATE EQUITY SHARING, NAMELY, MANAGING AND ARRANGING FOR CO-OWNERSHIP OF REAL ESTATE; REAL ESTATE ESCROW SERVICES; REAL ESTATE INVESTMENT; REAL ESTATE MANAGEMENT; ESTATE TRUST MANAGEMENT; TRUST SERVICES, NAMELY, INVESTMENT AND TRUST COMPANY SERVICES; ESTATE PLANNING; TRUSTEESHIP REPRESENTATIVES; PROVIDING INVESTMENT ADVICE, NAMELY IN CONNECTION WITH INSURANCE, FINANCE, BANKING, COMMODITY, CURRENCY AND REAL ESTATE SERVICES; CONSULTATION AND COMMISSIONING ORDERS IN CONNECTION WITH INSURANCE, FINANCE, BANKING, COMMODITY, CURRENCY AND REAL ESTATE SERVICES; BROKERAGE SERVICES IN CONNECTION WITH TRADING IN ENERGY, SOURCES OF ENERGY AND ENERGY BY-PRODUCTS; AND FINANCIAL SPONSORSHIP IN THE FIELDS OF THE CULTURAL ARTS, SPORTS AND RESEARCH INTO ECONOMICS, POLITICS AND LAW |
| Goods and Services | PREPARATION OF FINANCIAL BUSINESS REPORTS; FINANCIAL STATEMENT PREPARATION AND ANALYSIS FOR BUSINESSES; TAX CONSULTATION, NAMELY PREPARATION AND ANALYSIS OF TAX ADVISORY OPINIONS AND ASSESSMENTS |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 6, 2004 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, May 24, 2003 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | UBS GROUP AG |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | ZURICH 8001 CH |
| Party Name | UBS AG |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | CH-8001 Zurich CH |
| Party Name | UBS AG |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | CH-8001 Zurich CH |
| Party Name | UBS AG |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | CH-8001 Zurich CH |
| Event Date | Event Description |
| Tuesday, October 28, 2003 | ASSIGNED TO EXAMINER |
| Thursday, April 1, 2004 | PAPER RECEIVED |
| Thursday, April 1, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 18, 2004 | FINAL REFUSAL MAILED |
| Thursday, June 3, 2004 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 3, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 4, 2003 | NON-FINAL ACTION MAILED |
| Tuesday, August 24, 2004 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, October 6, 2004 | NOTICE OF PUBLICATION |
| Tuesday, October 26, 2004 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 18, 2005 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, August 18, 2010 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, January 3, 2011 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, January 18, 2011 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, July 28, 2004 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, August 9, 2004 | ASSIGNED TO LIE |
| Monday, November 24, 2014 | TEAS SECTION 8 & 9 RECEIVED |
| Monday, December 15, 2014 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, December 15, 2014 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Tuesday, January 18, 2011 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, December 15, 2014 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, December 15, 2014 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, January 25, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, January 18, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, November 13, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Sunday, March 30, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Sunday, March 30, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Sunday, March 30, 2025 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
| Sunday, March 30, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, July 16, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 16, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 16, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |