WEALTH ADVISOR SOLUTIONS Trademark

Trademark Overview

On Saturday, November 4, 2006, a trademark application was filed for WEALTH ADVISOR SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the WEALTH ADVISOR SOLUTIONS trademark a serial number of 77036910. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, September 1, 2018. This trademark is owned by FMR Corp.. The WEALTH ADVISOR SOLUTIONS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Investment advisory services

Referrals in the field of investment advice and financial planning
wealth advisor solutions

General Information

Serial Number77036910
Word MarkWEALTH ADVISOR SOLUTIONS
Filing DateSaturday, November 4, 2006
Status800 - REGISTERED AND RENEWED
Status DateSaturday, September 1, 2018
Registration Number3509206
Registration DateTuesday, September 30, 2008
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 27, 2007

Trademark Statements

Goods and ServicesInvestment advisory services
Section 2(f) Limitation Statementas to "ADVISOR"
Goods and ServicesReferrals in the field of investment advice and financial planning
Disclaimer with Predetermined Text"WEALTH" AND "SOLUTIONS"

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 8, 2006
Primary Code035
First Use Anywhere DateThursday, December 14, 2006
First Use In Commerce DateThursday, December 14, 2006
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 8, 2006
Primary Code036
First Use Anywhere DateThursday, December 14, 2006
First Use In Commerce DateThursday, December 14, 2006

Trademark Owner History

Party NameFMR LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02210
Party NameFMR LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02109
Party NameFMR Corp.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBoston, MA 02109
Party NameFMR Corp.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBoston, MA 02109

Trademark Events

Event DateEvent Description
Saturday, September 1, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, September 1, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, September 1, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, August 23, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, August 14, 2018TEAS SECTION 8 & 9 RECEIVED
Tuesday, August 14, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, September 30, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, September 20, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, September 20, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, September 20, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, September 11, 2014TEAS SECTION 8 & 15 RECEIVED
Thursday, September 11, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 30, 2008REGISTERED-PRINCIPAL REGISTER
Friday, August 22, 2008LAW OFFICE REGISTRATION REVIEW COMPLETED
Thursday, August 21, 2008ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, July 31, 2008STATEMENT OF USE PROCESSING COMPLETE
Monday, July 21, 2008USE AMENDMENT FILED
Thursday, July 31, 2008CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, July 21, 2008TEAS STATEMENT OF USE RECEIVED
Monday, February 25, 2008ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 25, 2008TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 19, 2008NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 27, 2007PUBLISHED FOR OPPOSITION
Wednesday, November 7, 2007ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, November 7, 2007NOTICE OF PUBLICATION
Thursday, October 25, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 19, 2007ASSIGNED TO LIE
Tuesday, August 14, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, August 14, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 14, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 14, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, February 14, 2007PRIORITY ACTION E-MAILED
Wednesday, February 14, 2007PRIORITY ACTION WRITTEN
Wednesday, January 31, 2007ASSIGNED TO EXAMINER
Wednesday, November 8, 2006NEW APPLICATION ENTERED

Related Keywords

solutions advisor wealth investment financial planning advice referrals advisory services field