WEALTH MANAGEMENT OVERSIGHT Trademark

Trademark Overview

On Wednesday, May 17, 2017, a trademark application was filed for WEALTH MANAGEMENT OVERSIGHT with the United States Patent and Trademark Office. The USPTO has given the WEALTH MANAGEMENT OVERSIGHT trademark a serial number of 87454060. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 25, 2024. This trademark is owned by Fieldstone Research, LLC. The WEALTH MANAGEMENT OVERSIGHT trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing a web-based service featuring technology that enables a professional to obtain aggregate information regarding asset, liability and tax related data for their client
wealth management oversight

General Information

Serial Number87454060
Word MarkWEALTH MANAGEMENT OVERSIGHT
Filing DateWednesday, May 17, 2017
Status710 - CANCELLED - SECTION 8
Status DateFriday, October 25, 2024
Registration Number5440093
Registration DateTuesday, April 3, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesProviding a web-based service featuring technology that enables a professional to obtain aggregate information regarding asset, liability and tax related data for their client

Classification Information

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 25, 2024
Primary Code042
First Use Anywhere DateSaturday, April 1, 2017
First Use In Commerce DateSaturday, April 1, 2017

Trademark Owner History

Party NameFieldstone Research, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressFoxboro, MA 02035
Party NameFieldstone Research, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressFoxboro, MA 02035

Trademark Events

Event DateEvent Description
Friday, June 30, 2017NON-FINAL ACTION E-MAILED
Tuesday, May 23, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, June 27, 2017ASSIGNED TO EXAMINER
Friday, June 30, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 30, 2017NON-FINAL ACTION WRITTEN
Tuesday, December 26, 2017TEAS AMENDMENT OF USE RECEIVED
Tuesday, December 26, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 26, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 26, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 27, 2017AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, December 27, 2017USE AMENDMENT FILED
Wednesday, December 27, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 16, 2018USE AMENDMENT ACCEPTED
Wednesday, January 17, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, January 17, 2018FINAL REFUSAL WRITTEN
Wednesday, January 17, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, January 17, 2018FINAL REFUSAL E-MAILED
Tuesday, February 6, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 6, 2018TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, February 6, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 7, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 14, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, February 23, 2018ASSIGNED TO LIE
Tuesday, April 3, 2018REGISTERED-SUPPLEMENTAL REGISTER
Monday, April 3, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 13, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 1, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, August 13, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, August 30, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Friday, October 25, 2024CANCELLED SEC. 8 (6-YR)
Tuesday, August 13, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, August 13, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, August 13, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, August 30, 2024WITHDRAWAL OF ATTORNEY GRANTED

Related Keywords

oversight management wealth liability asset regarding related data client their information aggregate featuring