WEALTHFARE Trademark

Trademark Overview

On Tuesday, December 3, 2013, a trademark application was filed for WEALTHFARE with the United States Patent and Trademark Office. The USPTO has given the WEALTHFARE trademark a serial number of 86133324. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, November 20, 2020. This trademark is owned by Shepherd Financial Partners. The WEALTHFARE trademark is filed in the Insurance & Financial Services category with the following description:

Wealth management consulting services
wealthfare

General Information

Serial Number86133324
Word MarkWEALTHFARE
Filing DateTuesday, December 3, 2013
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, November 20, 2020
Registration Number4736163
Registration DateTuesday, May 12, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 22, 2014

Trademark Statements

Pseudo MarkWEALTH FARE
Goods and ServicesWealth management consulting services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, December 13, 2013
Primary Code036
First Use Anywhere DateFriday, February 27, 2015
First Use In Commerce DateFriday, February 27, 2015

Trademark Owner History

Party NameShepherd Financial Partners
Party Type30 - Original Registrant
Legal Entity Type19 - Sole Proprietorship
AddressWinchester, MA 01890
Party NameShepherd Financial Partners
Party Type20 - Owner at Publication
Legal Entity Type19 - Sole Proprietorship
AddressWinchester, MA 01890
Party NameShepherd Financial Partners
Party Type10 - Original Applicant
Legal Entity Type19 - Sole Proprietorship
AddressWinchester, MA 01890

Trademark Events

Event DateEvent Description
Saturday, March 15, 2014ASSIGNED TO EXAMINER
Friday, December 13, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, December 14, 2013NOTICE OF PSEUDO MARK E-MAILED
Friday, February 27, 2015USE AMENDMENT FILED
Tuesday, March 18, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 2, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 22, 2014PUBLISHED FOR OPPOSITION
Tuesday, April 22, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 17, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, December 17, 2014SOU EXTENSION 1 FILED
Monday, January 19, 2015ABANDONMENT - NO USE STATEMENT FILED
Tuesday, January 20, 2015ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED
Friday, February 27, 2015TEAS STATEMENT OF USE RECEIVED
Monday, April 6, 2015SOU EXTENSION 1 GRANTED
Monday, April 6, 2015STATEMENT OF USE PROCESSING COMPLETE
Tuesday, April 7, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, February 27, 2015TEAS PETITION TO REVIVE RECEIVED
Friday, February 27, 2015PETITION TO REVIVE-GRANTED
Friday, February 27, 2015SOU EXTENSION RECEIVED WITH TEAS PETITION
Friday, February 27, 2015NOTICE OF REVIVAL - E-MAILED
Monday, April 6, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, April 6, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, April 7, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, November 20, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, May 12, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, May 12, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, September 10, 2020TEAS SECTION 8 RECEIVED
Friday, November 20, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, September 30, 2024TEAS SECTION 8 & 9 RECEIVED
Sunday, May 12, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, November 20, 2020NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Related Keywords

wealthfare services consulting management wealth