WEALTH CHECKPOINTS Trademark
Trademark Overview
On Wednesday, June 28, 2023, a trademark application was filed for WEALTH CHECKPOINTS with the United States Patent and Trademark Office. The USPTO has given the WEALTH CHECKPOINTS trademark a serial number of 98063156. The federal status of this trademark filing is REGISTERED as of Tuesday, July 9, 2024. This trademark is owned by Advisory Alpha, LLC. The WEALTH CHECKPOINTS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice relating to tax; Financial management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment management; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Monitoring financial markets for investment purposes
General Information
| Serial Number | 98063156 |
| Word Mark | WEALTH CHECKPOINTS |
| Filing Date | Wednesday, June 28, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 9, 2024 |
| Registration Number | 7439969 |
| Registration Date | Tuesday, July 9, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 23, 2024 |
Trademark Statements
| Goods and Services | Financial advice relating to tax; Financial management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment management; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Monitoring financial markets for investment purposes |
| NOT AVAILABLE | "WEALTH" |
Classification Information
| 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 | Monday, July 3, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2023 |
| First Use In Commerce Date | Sunday, January 1, 2023 |
Trademark Owner History
| Party Name | Advisory Alpha, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Holland, MI 49423 |
| Party Name | Advisory Alpha, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Holland, MI 49423 |
| Party Name | Advisory Alpha, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Holland, MI 49423 |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 20, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, July 1, 2023 | NEW APPLICATION ENTERED |
| Monday, July 3, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 12, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, March 20, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 20, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 20, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, March 20, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 3, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 23, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 23, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 9, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 9, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
