WEALTHFORGE Trademark

Trademark Overview


On Friday, May 13, 2011, a trademark application was filed for WEALTHFORGE with the United States Patent and Trademark Office. The USPTO has given the WEALTHFORGE trademark a serial number of 85321016. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, August 18, 2021. This trademark is owned by WealthForge Holdings, Inc.. The WEALTHFORGE trademark is filed in the Insurance & Financial Services category with the following description:

Clearing and reconciling financial transactions via a global computer network; [ Conducting financial feasibility studies; Credit and financial consultation; ] 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 asset management; Financial clearing houses; Financial consultancy; Financial consultation; Financial consulting; ] Financial consulting and advising in the field of mergers and acquisitions; [ Financial consulting in the field of real estate note brokerage; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial exchange; Financial forecasting; ] Financial information; Financial information and ...
wealthforge

General Information


Serial Number85321016
Word MarkWEALTHFORGE
Filing DateFriday, May 13, 2011
Status800 - REGISTERED AND RENEWED
Status DateWednesday, August 18, 2021
Registration Number4074170
Registration DateTuesday, December 20, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 4, 2011

Trademark Statements


Goods and ServicesClearing and reconciling financial transactions via a global computer network; [ Conducting financial feasibility studies; Credit and financial consultation; ] 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 asset management; Financial clearing houses; Financial consultancy; Financial consultation; Financial consulting; ] Financial consulting and advising in the field of mergers and acquisitions; [ Financial consulting in the field of real estate note brokerage; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial exchange; Financial forecasting; ] Financial information; Financial information and advisory services; Financial information and evaluations; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; [ Financial research and information services; Financial securities exchange services; ] 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; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; ] Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, business fundraising for others; Financial services, namely, business fundraising provided over a computer network such as the Internet; [ Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; ] Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; [ Financial services, namely, microfinance lending services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; ] Financial services, namely, raising debt and equity capital for others; Financial services, namely, raising money for the hedge funds of others; [ Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial valuation of personal property and real estate; Financial valuations; Leveraged buy outs and investments in financially distressed or underperforming companies; ] On-line trading of financial instruments, shares, options and other derivative products; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; [ Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Providing a web site featuring personal financial information and financial advice; ] Providing a web site that assists financial professionals in the management of retirement accounts; [ Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; Providing a website featuring non-downloadable videos in the field of financial planning; ] Providing financial information; [ Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; ] Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of financial stock and equity markets; Providing investors with financial information; [ Providing on-line financial calculators; Provision of a financial exchange for the trading of securities, shares and options and other derivative products; ] Provision of financial information
Pseudo MarkWEALTH FORGE

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, May 18, 2011
Primary Code036
First Use Anywhere DateMonday, November 30, 2009
First Use In Commerce DateMonday, November 30, 2009

Trademark Owner History


Party NameWealthForge Holdings, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressRichmond, VA 23230

Party NameWealthForge Holdings, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressRichmond, VA 23219

Party NameWealthForge Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressRichmond, VA 23219

Trademark Events


Event DateEvent Description
Wednesday, August 18, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, August 18, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, August 18, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, August 16, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, April 27, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, December 20, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, September 18, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, September 18, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, September 18, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, August 14, 2017TEAS SECTION 8 & 15 RECEIVED
Tuesday, December 20, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, December 20, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, October 4, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 4, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 4, 2011PUBLISHED FOR OPPOSITION
Tuesday, August 30, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, August 29, 2011ASSIGNED TO EXAMINER
Thursday, May 19, 2011NOTICE OF PSEUDO MARK MAILED
Wednesday, May 18, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, May 17, 2011NEW APPLICATION ENTERED IN TRAM