WEALTH PORT Trademark

Trademark Overview


On Thursday, April 5, 2012, a trademark application was filed for WEALTH PORT with the United States Patent and Trademark Office. The USPTO has given the WEALTH PORT trademark a serial number of 85589672. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, January 31, 2020. This trademark is owned by CPA Financial Group, LLC. The WEALTH PORT trademark is filed in the Insurance & Financial Services category with the following description:

Estate trust planning; Financial administration of retirement plans; Financial services, namely, wealth management services; Insurance and financial information and consultancy services
wealth port

General Information


Serial Number85589672
Word MarkWEALTH PORT
Filing DateThursday, April 5, 2012
Status710 - CANCELLED - SECTION 8
Status DateFriday, January 31, 2020
Registration Number4356409
Registration DateTuesday, June 25, 2013
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, April 9, 2013

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Description of MarkThe mark consists of the words "Wealth Port" separated by a lock with a drawing of a laptop on the face of the lock.
Goods and ServicesEstate trust planning; Financial administration of retirement plans; Financial services, namely, wealth management services; Insurance and financial information and consultancy 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, January 31, 2020
Primary Code036
First Use Anywhere DateFriday, March 30, 2012
First Use In Commerce DateFriday, March 30, 2012

Trademark Owner History


Party NameCAMBRIDGE INVESTMENT RESEARCH, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressFAIRFIELD, IA 52556

Party NameCPA Financial Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressConshohocken, PA 19428

Party NameCPA Financial Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressConshohocken, PA 19428

Party NameCPA Financial Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressConshohocken, PA 19428

Trademark Events


Event DateEvent Description
Friday, January 31, 2020CANCELLED SEC. 8 (6-YR)
Monday, June 25, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, September 10, 2014AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, June 25, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, April 9, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 9, 2013PUBLISHED FOR OPPOSITION
Wednesday, March 20, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, March 6, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, March 5, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 13, 2013ASSIGNED TO EXAMINER
Thursday, January 31, 2013LIE CHECKED SUSP - TO ATTY FOR ACTION
Friday, January 25, 2013ASSIGNED TO LIE
Wednesday, July 25, 2012NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, July 25, 2012LETTER OF SUSPENSION E-MAILED
Wednesday, July 25, 2012SUSPENSION LETTER WRITTEN
Wednesday, July 18, 2012ASSIGNED TO EXAMINER
Thursday, April 19, 2012NOTICE OF DESIGN SEARCH CODE MAILED
Friday, April 13, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, April 9, 2012NEW APPLICATION ENTERED IN TRAM