| Serial Number | 77568321 |
| Word Mark | WEALTHGUIDE |
| Filing Date | Thursday, September 11, 2008 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Tuesday, March 16, 2021 |
| Registration Number | 3800329 |
| Registration Date | Tuesday, June 8, 2010 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 7, 2009 |
| Goods and Services | Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives |
| Goods and Services | Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients' holdings and financial positions, and for conducting all client-based workflow, client-related communications management, and client-related task scheduling from one central location |
| Pseudo Mark | WEALTH GUIDE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 13, 2009 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, February 16, 2010 |
| First Use In Commerce Date | Tuesday, February 16, 2010 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 13, 2009 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, February 16, 2010 |
| First Use In Commerce Date | Tuesday, February 16, 2010 |
| Party Name | ADVISOR360, LLC |
| Party Type | 33 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | WESTON, MA 02493 |
| Party Name | COMMONWEALTH EQUITY SERVICES, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | WALTHAM, MA 02453 |
| Party Name | COMMONWEALTH EQUITY SERVICES, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | WALTHAM, MA 02453 |
| Party Name | Commonwealth Equity Services, LLP |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Waltham, MA 01462 |
| Party Name | Commonwealth Equity Services, LLP |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Waltham, MA 01462 |
| Party Name | Commonwealth Equity Services, LLP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Waltham, MA 01462 |
| Event Date | Event Description |
| Tuesday, March 16, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Tuesday, March 16, 2021 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Tuesday, March 16, 2021 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, February 4, 2021 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Wednesday, August 5, 2020 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 |
| Wednesday, August 5, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, June 8, 2020 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, September 25, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, April 10, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, March 20, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, February 10, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED |
| Friday, February 10, 2017 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, February 10, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Sunday, December 4, 2016 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, June 8, 2010 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, May 5, 2010 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| Tuesday, May 4, 2010 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Monday, May 3, 2010 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, April 15, 2010 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, March 29, 2010 | USE AMENDMENT FILED |
| Thursday, April 15, 2010 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, March 29, 2010 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, September 29, 2009 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 7, 2009 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 17, 2009 | NOTICE OF PUBLICATION |
| Wednesday, June 3, 2009 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, June 3, 2009 | ASSIGNED TO LIE |
| Tuesday, June 2, 2009 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 13, 2009 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 13, 2009 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 13, 2009 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 18, 2008 | NON-FINAL ACTION MAILED |
| Tuesday, November 18, 2008 | NON-FINAL ACTION WRITTEN |
| Wednesday, November 12, 2008 | ASSIGNED TO EXAMINER |
| Wednesday, September 17, 2008 | NOTICE OF PSEUDO MARK MAILED |
| Tuesday, September 16, 2008 | NEW APPLICATION ENTERED IN TRAM |