WEALTHDNA Trademark

Trademark Overview

On Thursday, February 1, 2007, a trademark application was filed for WEALTHDNA with the United States Patent and Trademark Office. The USPTO has given the WEALTHDNA trademark a serial number of 77096908. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, April 24, 2019. The WEALTHDNA trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Financial portfolio management; Financial risk management; Financial services in the nature of an investment security; 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
wealthdna

General Information

Serial Number77096908
Word MarkWEALTHDNA
Filing DateThursday, February 1, 2007
Status800 - REGISTERED AND RENEWED
Status DateWednesday, April 24, 2019
Registration Number3593642
Registration DateTuesday, March 24, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 6, 2009

Trademark Statements

Amendment to a Registration/Renewal CertificateIn the statement, Column 1, lines 3 through 5 should be deleted, and "Building 2 Suite 4 350 Main Street Bedminster, New Jersey 07921" should be inserted.
Goods and ServicesEstate planning; Financial portfolio management; Financial risk management; Financial services in the nature of an investment security; 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
Pseudo MarkWEALTH DNA

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, February 6, 2007
Primary Code036
First Use Anywhere DateSaturday, December 9, 2006
First Use In Commerce DateSaturday, December 9, 2006

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressBedminster, NJ 07924
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressBridgewater, NJ 08807
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressBridgewater, NJ 08807

Trademark Events

Event DateEvent Description
Wednesday, April 24, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, April 24, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, April 24, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, April 24, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, March 21, 2019TEAS SECTION 8 & 9 RECEIVED
Saturday, March 24, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, April 2, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, April 2, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, April 2, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 23, 2015TEAS SECTION 8 & 15 RECEIVED
Wednesday, July 29, 2009AMENDMENT UNDER SECTION 7 ¿ PROCESSED
Wednesday, July 22, 2009ASSIGNED TO PARALEGAL
Thursday, July 9, 2009TEAS SECTION 7 REQUEST RECEIVED
Tuesday, March 24, 2009REGISTERED-PRINCIPAL REGISTER
Tuesday, January 6, 2009PUBLISHED FOR OPPOSITION
Wednesday, December 17, 2008NOTICE OF PUBLICATION
Tuesday, December 2, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, December 1, 2008APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 27, 2008REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Tuesday, May 27, 2008ASSIGNED TO LIE
Monday, November 26, 2007LETTER OF SUSPENSION MAILED
Friday, November 23, 2007SUSPENSION LETTER WRITTEN
Wednesday, November 21, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 21, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 21, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, November 19, 2007ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 19, 2007TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, May 21, 2007NON-FINAL ACTION E-MAILED
Monday, May 21, 2007NON-FINAL ACTION WRITTEN
Monday, May 21, 2007ASSIGNED TO EXAMINER
Wednesday, February 7, 2007NOTICE OF PSEUDO MARK MAILED
Tuesday, February 6, 2007NEW APPLICATION ENTERED IN TRAM

Related Keywords

wealthdna financial services portfolio management accounts separate consisting both mutual fixed