WEALTHCFO Trademark

Trademark Overview


On Monday, January 15, 2024, a trademark application was filed for WEALTHCFO with the United States Patent and Trademark Office. The USPTO has given the WEALTHCFO trademark a serial number of 98358259. The federal status of this trademark filing is REGISTERED as of Tuesday, December 10, 2024. This trademark is owned by PracticeCFO LLP. The WEALTHCFO trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Providing information in the field of wealth management
wealthcfo

General Information


Serial Number98358259
Word MarkWEALTHCFO
Filing DateMonday, January 15, 2024
Status700 - REGISTERED
Status DateTuesday, December 10, 2024
Registration Number7596932
Registration DateTuesday, December 10, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 8, 2024

Trademark Statements


Pseudo MarkWEALTH CHIEF FINANCIAL OFFICER
Goods and ServicesFinancial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Providing information in the field of wealth management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, January 13, 2024
Primary Code036
First Use Anywhere DateSaturday, August 5, 2023
First Use In Commerce DateThursday, October 5, 2023

Trademark Owner History


Party NamePracticeCFO LLP
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressSan Diego, CA 92128

Party NamePracticeCFO LLP
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressSan Diego, CA 92128

Party NamePracticeCFO LLP
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressSan Diego, CA 92128

Trademark Events


Event DateEvent Description
Tuesday, January 16, 2024NEW APPLICATION ENTERED
Thursday, May 9, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 12, 2024ASSIGNED TO EXAMINER
Friday, August 16, 2024NON-FINAL ACTION WRITTEN
Friday, August 16, 2024NON-FINAL ACTION E-MAILED
Friday, August 16, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, August 21, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 21, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 3, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 18, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 8, 2024PUBLISHED FOR OPPOSITION
Tuesday, October 8, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 10, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, December 10, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, August 21, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE