WEALTHGUIDE Trademark

Trademark Overview

On Monday, October 1, 2018, a trademark application was filed for WEALTHGUIDE with the United States Patent and Trademark Office. The USPTO has given the WEALTHGUIDE trademark a serial number of 88138241. The federal status of this trademark filing is REGISTERED as of Tuesday, July 27, 2021. This trademark is owned by Beaird Harris Wealth Management, Inc.. The WEALTHGUIDE trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Financial advisory and consultancy services; Financial asset management; Financial investment analysis and stock research; Financial planning; Financial retirement plan consulting services; Financial risk management; Investment management
wealthguide

General Information

Serial Number88138241
Word MarkWEALTHGUIDE
Filing DateMonday, October 1, 2018
Status700 - REGISTERED
Status DateTuesday, July 27, 2021
Registration Number6430802
Registration DateTuesday, July 27, 2021
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 10, 2020

Trademark Statements

Pseudo MarkWEALTH GUIDE
Goods and ServicesEstate planning; Financial advisory and consultancy services; Financial asset management; Financial investment analysis and stock research; Financial planning; Financial retirement plan consulting services; Financial risk management; Investment management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 9, 2018
Primary Code036
First Use Anywhere DateFriday, October 31, 2008
First Use In Commerce DateTuesday, June 30, 2015

Trademark Owner History

Party NameADVISOR360, LLC.
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressWESTON, MA 02493
Party NameADVISOR360, LLC.
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressWESTON, MA 02493
Party NameBeaird Harris Wealth Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressDallas, TX 75251
Party NameBeaird Harris Wealth Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDallas, TX 75251

Trademark Events

Event DateEvent Description
Thursday, October 4, 2018NEW APPLICATION ENTERED
Tuesday, October 9, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, January 11, 2019ASSIGNED TO EXAMINER
Thursday, January 17, 2019NON-FINAL ACTION WRITTEN
Thursday, January 17, 2019NON-FINAL ACTION E-MAILED
Thursday, January 17, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 17, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, July 17, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, July 17, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, August 9, 2019NON-FINAL ACTION WRITTEN
Friday, August 9, 2019NON-FINAL ACTION E-MAILED
Friday, August 9, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 6, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, February 6, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, February 8, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, March 12, 2020FINAL REFUSAL WRITTEN
Thursday, March 12, 2020FINAL REFUSAL E-MAILED
Thursday, March 12, 2020NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, September 10, 2020TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, September 10, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 11, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 8, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 21, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 10, 2020PUBLISHED FOR OPPOSITION
Tuesday, November 10, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 10, 2020EXTENSION OF TIME TO OPPOSE RECEIVED
Friday, May 7, 2021OPPOSITION INSTITUTED NO. 999999
Wednesday, June 9, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, June 17, 2021OPPOSITION DISMISSED NO. 999999
Thursday, June 17, 2021OPPOSITION TERMINATED NO. 999999
Thursday, June 17, 2021TTAB RELEASE CASE TO TRADEMARKS
Wednesday, June 30, 2021ASSIGNMENT OF OWNERSHIP UPDATED MANUALLY
Tuesday, July 27, 2021REGISTERED-PRINCIPAL REGISTER
Thursday, January 13, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, January 13, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 13, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 13, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, January 13, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, February 17, 2026TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 17, 2026ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 17, 2026TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 17, 2026TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Related Keywords

wealthguide financial management planning services investment retirement plan consulting risk research