UMPQUA WEALTH ADVISORY Trademark

Trademark Overview


On Monday, January 29, 2018, a trademark application was filed for UMPQUA WEALTH ADVISORY with the United States Patent and Trademark Office. The USPTO has given the UMPQUA WEALTH ADVISORY trademark a serial number of 87774192. The federal status of this trademark filing is REGISTERED as of Tuesday, November 27, 2018. This trademark is owned by Umpqua Bank. The UMPQUA WEALTH ADVISORY trademark is filed in the Insurance & Financial Services category with the following description:

Investment services in the nature of investment management services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; providing finance, investment, financial planning and investment strategy information; retirement account investment services; fixed income investment strategy information; life insurance underwriting services, and annuity services, namely, account and investment administration; portfolio construction and implementation in the field of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; financial investment portfolio performance analysis services; investment portfolio management services; financial risk management services; monitoring financial markets for investment purpose...
umpqua wealth advisory

General Information


Serial Number87774192
Word MarkUMPQUA WEALTH ADVISORY
Filing DateMonday, January 29, 2018
Status700 - REGISTERED
Status DateTuesday, November 27, 2018
Registration Number5619351
Registration DateTuesday, November 27, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesInvestment services in the nature of investment management services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; providing finance, investment, financial planning and investment strategy information; retirement account investment services; fixed income investment strategy information; life insurance underwriting services, and annuity services, namely, account and investment administration; portfolio construction and implementation in the field of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; financial investment portfolio performance analysis services; investment portfolio management services; financial risk management services; monitoring financial markets for investment purposes; mutual fund administration services; securities brokerage account services, namely, providing account information regarding securities brokerage services, responding to customer inquiries, assisting customer transactions, and account and investment administration; providing investment account information by means of the internet or paper copy; providing an online database featuring financial information of general interest to investors by means of the internet or paper copy
Disclaimer with Predetermined Text"WEALTH ADVISORY"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 8, 2018
Primary Code036
First Use Anywhere DateMonday, March 26, 2018
First Use In Commerce DateMonday, March 26, 2018

Trademark Owner History


Party NameUmpqua Bank
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPortland, OR 97258

Party NameUmpqua Bank
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPortland, OR 97258

Trademark Events


Event DateEvent Description
Monday, November 27, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 27, 2018REGISTERED-SUPPLEMENTAL REGISTER
Friday, October 19, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, October 18, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, October 17, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, October 17, 2018USE AMENDMENT ACCEPTED
Wednesday, October 17, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 17, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 17, 2018AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, October 2, 2018USE AMENDMENT FILED
Wednesday, October 17, 2018APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, October 15, 2018ASSIGNED TO LIE
Tuesday, October 2, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 2, 2018TEAS AMENDMENT OF USE RECEIVED
Tuesday, October 2, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, October 2, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, May 8, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, May 8, 2018NON-FINAL ACTION E-MAILED
Tuesday, May 8, 2018NON-FINAL ACTION WRITTEN
Wednesday, April 11, 2018ASSIGNED TO EXAMINER
Thursday, February 8, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, February 1, 2018NEW APPLICATION ENTERED