WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT Trademark

Trademark Overview

On Wednesday, December 14, 2022, a trademark application was filed for WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT trademark a serial number of 97717689. The federal status of this trademark filing is REGISTERED as of Tuesday, December 9, 2025. This trademark is owned by L. J. ALTFEST & CO., INC.. The WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Investment management and financial planning; personal financial planning and investment advisory services, namely, financial portfolio consultations; providing online information in the fields of personal finance, personal financial planning and investment, and financial portfolio management
wealth matters for physicians by altfest personal wealth management

General Information

Serial Number97717689
Word MarkWEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT
Filing DateWednesday, December 14, 2022
Status700 - REGISTERED
Status DateTuesday, December 9, 2025
Registration Number8061225
Registration DateTuesday, December 9, 2025
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, April 2, 2024

Trademark Statements

Indication of Colors claimedColor is not claimed as a feature of the mark.
Section 2(f) Limitation Statement"ALTFEST PERSONAL WEALTH MANAGEMENT"
Description of MarkThe mark consists of the wording "WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT" surrounded by a rectangle.
NOT AVAILABLE"WEALTH MATTERS FOR PHYSICIANS" and "PERSONAL WEALTH MANAGEMENT"
Goods and ServicesInvestment management and financial planning; personal financial planning and investment advisory services, namely, financial portfolio consultations; providing online information in the fields of personal finance, personal financial planning and investment, and financial portfolio management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 11, 2023
Primary Code036
First Use Anywhere DateTuesday, December 10, 2024
First Use In Commerce DateTuesday, December 10, 2024

Trademark Owner History

Party NameL. J. ALTFEST & CO., INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10022
Party NameL. J. ALTFEST & CO., INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10022
Party NameL. J. ALTFEST & CO., INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10022

Trademark Events

Event DateEvent Description
Saturday, December 17, 2022NEW APPLICATION ENTERED
Wednesday, January 11, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, January 12, 2023NOTICE OF DESIGN SEARCH CODE E-MAILED
Monday, September 18, 2023ASSIGNED TO EXAMINER
Friday, October 13, 2023EXAMINERS AMENDMENT -WRITTEN
Friday, October 13, 2023EXAMINERS AMENDMENT E-MAILED
Friday, October 13, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, October 13, 2023EXAMINER'S AMENDMENT ENTERED
Friday, November 17, 2023NON-FINAL ACTION WRITTEN
Friday, November 17, 2023NON-FINAL ACTION E-MAILED
Friday, November 17, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, January 19, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, January 19, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, January 20, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, February 16, 2024EXAMINERS AMENDMENT -WRITTEN
Friday, February 16, 2024EXAMINERS AMENDMENT E-MAILED
Friday, February 16, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, February 16, 2024EXAMINER'S AMENDMENT ENTERED
Thursday, February 22, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 13, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 2, 2024PUBLISHED FOR OPPOSITION
Tuesday, April 2, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 4, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, November 25, 2024SOU TEAS EXTENSION RECEIVED
Monday, November 25, 2024SOU EXTENSION 1 FILED
Monday, November 25, 2024SOU EXTENSION 1 GRANTED
Monday, November 25, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, February 14, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, February 14, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, February 14, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, June 1, 2025TEAS STATEMENT OF USE RECEIVED
Sunday, June 1, 2025SOU TEAS EXTENSION RECEIVED
Tuesday, October 28, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Saturday, May 31, 2025SOU EXTENSION 2 FILED
Tuesday, October 28, 2025SOU EXTENSION 2 GRANTED
Sunday, June 1, 2025USE AMENDMENT FILED
Tuesday, October 28, 2025STATEMENT OF USE PROCESSING COMPLETE
Wednesday, October 29, 2025NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, November 19, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, November 19, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 9, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, December 9, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

wealth management personal physicians matters altfest financial investment planning portfolio information fields finance online