VALUES. WEALTH. SUSTAINABILITY. Trademark

Trademark Overview


On Monday, June 30, 2008, a trademark application was filed for VALUES. WEALTH. SUSTAINABILITY. with the United States Patent and Trademark Office. The USPTO has given the VALUES. WEALTH. SUSTAINABILITY. trademark a serial number of 77511837. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, September 26, 2019. This trademark is owned by Veris Wealth Partners LLC. The VALUES. WEALTH. SUSTAINABILITY. trademark is filed in the Insurance & Financial Services category with the following description:

Financial management; Financial portfolio management; Investment management; Management of portfolios comprising securities; Investment advice; Investment consultation; Financial investment in the field of securities and mutual funds; Estate planning; Financial planning; Financial planning consultation; Advice relating to investments; Fund investment consultation; Financial consultation; Financial analysis and consultation; Mutual fund investment; Insurance consultation
values. wealth. sustainability.

General Information


Serial Number77511837
Word MarkVALUES. WEALTH. SUSTAINABILITY.
Filing DateMonday, June 30, 2008
Status800 - REGISTERED AND RENEWED
Status DateThursday, September 26, 2019
Registration Number3668399
Registration DateTuesday, August 18, 2009
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 2, 2009

Trademark Statements


Goods and ServicesFinancial management; Financial portfolio management; Investment management; Management of portfolios comprising securities; Investment advice; Investment consultation; Financial investment in the field of securities and mutual funds; Estate planning; Financial planning; Financial planning consultation; Advice relating to investments; Fund investment consultation; Financial consultation; Financial analysis and consultation; Mutual fund investment; Insurance consultation

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 3, 2008
Primary Code036
First Use Anywhere DateSunday, July 1, 2007
First Use In Commerce DateSunday, July 1, 2007

Trademark Owner History


Party NameVeris Wealth Partners LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10004

Party NameVeris Wealth Partners LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10004

Party NameVeris Wealth Partners LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10004

Trademark Events


Event DateEvent Description
Thursday, October 2, 2008ASSIGNED TO EXAMINER
Thursday, July 3, 2008NEW APPLICATION ENTERED
Tuesday, June 2, 2009PUBLISHED FOR OPPOSITION
Friday, October 3, 2008NON-FINAL ACTION WRITTEN
Monday, October 6, 2008NON-FINAL ACTION MAILED
Tuesday, March 31, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 31, 2009ASSIGNED TO LIE
Thursday, April 2, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 2, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 20, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 29, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, May 13, 2009NOTICE OF PUBLICATION
Tuesday, August 18, 2009REGISTERED-PRINCIPAL REGISTER
Thursday, August 6, 2015TEAS SECTION 8 & 15 RECEIVED
Saturday, September 5, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, September 5, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, September 5, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, August 18, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, August 19, 2019TEAS SECTION 8 & 9 RECEIVED
Thursday, September 26, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, September 26, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, September 26, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, February 11, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 11, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, February 11, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, February 11, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, February 11, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 11, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 26, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED