WEALTH MANAGEMENT MATRIX Trademark

Trademark Overview


On Thursday, January 28, 2010, a trademark application was filed for WEALTH MANAGEMENT MATRIX with the United States Patent and Trademark Office. The USPTO has given the WEALTH MANAGEMENT MATRIX trademark a serial number of 77922953. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 2, 2021. This trademark is owned by Finestone Partners. The WEALTH MANAGEMENT MATRIX trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Financial advice and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment services, namely, asset acquisition, consultation, development and management services
wealth management matrix

General Information


Serial Number77922953
Word MarkWEALTH MANAGEMENT MATRIX
Filing DateThursday, January 28, 2010
Status710 - CANCELLED - SECTION 8
Status DateFriday, April 2, 2021
Registration Number3841095
Registration DateTuesday, August 31, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 15, 2010

Trademark Statements


Disclaimer with Predetermined TextWEALTH MANAGEMENT
Goods and ServicesEstate planning; Financial advice and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment services, namely, asset acquisition, consultation, development and management services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, April 2, 2021
Primary Code036
First Use Anywhere DateSunday, August 31, 2003
First Use In Commerce DateMonday, February 23, 2004

Trademark Owner History


Party NameFinestone Partners
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBeverly Hills, CA 90212

Party NameFinestone Partners
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBeverly Hills, CA 90212

Party NameFinestone Partners
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBeverly Hills, CA 90212

Trademark Events


Event DateEvent Description
Friday, April 2, 2021CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Saturday, August 31, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, November 10, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, November 10, 2016REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, November 10, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 31, 2016TEAS SECTION 8 & 15 RECEIVED
Tuesday, August 31, 2010REGISTERED-PRINCIPAL REGISTER
Tuesday, June 15, 2010OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 15, 2010PUBLISHED FOR OPPOSITION
Thursday, May 13, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, May 13, 2010ASSIGNED TO LIE
Tuesday, May 4, 2010APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 4, 2010EXAMINER'S AMENDMENT ENTERED
Tuesday, May 4, 2010NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, May 4, 2010EXAMINERS AMENDMENT E-MAILED
Tuesday, May 4, 2010EXAMINERS AMENDMENT -WRITTEN
Tuesday, April 27, 2010ASSIGNED TO EXAMINER
Tuesday, February 2, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, February 1, 2010NEW APPLICATION ENTERED IN TRAM