WEALTH REALM Trademark

Trademark Overview


On Tuesday, October 20, 2015, a trademark application was filed for WEALTH REALM with the United States Patent and Trademark Office. The USPTO has given the WEALTH REALM trademark a serial number of 86793925. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, March 31, 2023. This trademark is owned by Wealth Realm, LLC. The WEALTH REALM trademark is filed in the Insurance & Financial Services category with the following description:

Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
wealth realm

General Information


Serial Number86793925
Word MarkWEALTH REALM
Filing DateTuesday, October 20, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, March 31, 2023
Registration Number5046924
Registration DateTuesday, September 20, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 19, 2016

Trademark Statements


Goods and ServicesAdvice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Disclaimer with Predetermined Text"WEALTH"

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, March 31, 2023
Primary Code036
First Use Anywhere DateTuesday, January 5, 2016
First Use In Commerce DateWednesday, January 20, 2016

Trademark Owner History


Party NameWealth Realm, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressTavares, FL 32778

Party NameWealth Realm, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressTavares, FL 32778

Party NameWealth Realm, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressTavares, FL 32778

Trademark Events


Event DateEvent Description
Friday, March 31, 2023CANCELLED SEC. 8 (6-YR)
Monday, September 20, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, September 20, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, August 16, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, August 15, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, July 8, 2016STATEMENT OF USE PROCESSING COMPLETE
Tuesday, June 14, 2016USE AMENDMENT FILED
Friday, July 8, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, June 14, 2016TEAS STATEMENT OF USE RECEIVED
Tuesday, June 14, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 19, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 19, 2016PUBLISHED FOR OPPOSITION
Wednesday, March 30, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 23, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, February 11, 2016EXAMINER'S AMENDMENT ENTERED
Thursday, February 11, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, February 11, 2016EXAMINERS AMENDMENT E-MAILED
Thursday, February 11, 2016EXAMINERS AMENDMENT -WRITTEN
Wednesday, February 10, 2016ASSIGNED TO EXAMINER
Monday, October 26, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, October 23, 2015NEW APPLICATION ENTERED