| Serial Number | 87799009 |
| Word Mark | WEALTH ADVISOR ALLIANCE |
| Filing Date | Thursday, February 15, 2018 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Saturday, March 29, 2025 |
| Registration Number | 5572426 |
| Registration Date | Tuesday, September 25, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Business education and training services, namely, coaching programs on marketing in the fields of financial and wealth advisors |
| Goods and Services | Providing an internet website portal for advisors and clients featuring financial information regarding current performance and archived performance statements, and reports on performance, analytics, and gain reporting |
| Goods and Services | Providing office support staff services and business services in the nature of providing office functions for others in the financial and wealth advisors, investments, estate planning, taxes, and insurance industries |
| NOT AVAILABLE | "WEALTH ADVISOR" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, February 23, 2018 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, December 31, 2012 |
| First Use In Commerce Date | Monday, December 31, 2012 |
| 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 | Friday, July 20, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, December 31, 2012 |
| First Use In Commerce Date | Monday, December 31, 2012 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, February 23, 2018 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, December 31, 2012 |
| First Use In Commerce Date | Monday, December 31, 2012 |
| Party Name | Forum Financial Management, LP |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Lombard, IL 60148 |
| Party Name | Forum Financial Management, LP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Lombard, IL 60148 |
| Event Date | Event Description |
| Thursday, May 31, 2018 | ASSIGNED TO EXAMINER |
| Monday, February 19, 2018 | NEW APPLICATION ENTERED |
| Friday, February 23, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 13, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 13, 2018 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 13, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 19, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, July 19, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 20, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 25, 2018 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Thursday, August 9, 2018 | ASSIGNED TO LIE |
| Monday, August 20, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, September 25, 2018 | REGISTERED-SUPPLEMENTAL REGISTER |
| Thursday, July 6, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, July 6, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, July 6, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, July 6, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, July 6, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 27, 2024 | TEAS SECTION 8 RECEIVED |
| Saturday, March 29, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, March 29, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Saturday, March 29, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Monday, September 25, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |