WEALTHE Trademark

Trademark Overview


On Saturday, December 16, 2017, a trademark application was filed for WEALTHE with the United States Patent and Trademark Office. The USPTO has given the WEALTHE trademark a serial number of 87723658. The federal status of this trademark filing is REGISTERED as of Tuesday, October 30, 2018. This trademark is owned by Berkshire Money Management Inc.. The WEALTHE trademark is filed in the Insurance & Financial Services category with the following description:

Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services by means of a global computer network, by wireless mobile devices and by telephone
wealthe

General Information


Serial Number87723658
Word MarkWEALTHE
Filing DateSaturday, December 16, 2017
Status700 - REGISTERED
Status DateTuesday, October 30, 2018
Registration Number5597388
Registration DateTuesday, October 30, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 29, 2018

Trademark Statements


Goods and ServicesProviding automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services by means of a global computer network, by wireless mobile devices and by telephone

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 3, 2018
Primary Code036
First Use Anywhere DateFriday, June 30, 2017
First Use In Commerce DateFriday, June 30, 2017

Trademark Owner History


Party NameBerkshire Money Management Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressDalton, MA 01226

Party NameBerkshire Money Management Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressDalton, MA 01226

Party NameBerkshire Money Management Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDalton, MA 01226

Trademark Events


Event DateEvent Description
Monday, October 30, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, October 30, 2018REGISTERED-PRINCIPAL REGISTER
Wednesday, September 26, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, September 25, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, September 18, 2018STATEMENT OF USE PROCESSING COMPLETE
Wednesday, August 22, 2018USE AMENDMENT FILED
Tuesday, September 18, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, August 22, 2018TEAS STATEMENT OF USE RECEIVED
Tuesday, July 24, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, May 29, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 29, 2018PUBLISHED FOR OPPOSITION
Wednesday, May 9, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, April 21, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, April 19, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, April 19, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 19, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, April 13, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, April 13, 2018NON-FINAL ACTION E-MAILED
Friday, April 13, 2018NON-FINAL ACTION WRITTEN
Tuesday, March 27, 2018ASSIGNED TO EXAMINER
Wednesday, January 3, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, December 20, 2017NEW APPLICATION ENTERED