WEALTHMANAGER ACCUMULATION CHOICE Trademark
Trademark Overview
On Friday, June 28, 2024, a trademark application was filed for WEALTHMANAGER ACCUMULATION CHOICE with the United States Patent and Trademark Office. The USPTO has given the WEALTHMANAGER ACCUMULATION CHOICE trademark a serial number of 98624090. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, June 10, 2025. This trademark is owned by Advantage Capital Holdings LLC. The WEALTHMANAGER ACCUMULATION CHOICE trademark is filed in the Insurance & Financial Services category with the following description:
Underwriting, issuance and administration of annuities
General Information
| Serial Number | 98624090 |
| Word Mark | WEALTHMANAGER ACCUMULATION CHOICE |
| Filing Date | Friday, June 28, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, June 10, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 15, 2025 |
Trademark Statements
| Goods and Services | Underwriting, issuance and administration of annuities |
| NOT AVAILABLE | "WEALTHMANAGER ACCUMULATION" |
Classification Information
| 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 | Friday, June 28, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Advantage Capital Holdings LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pleasantville, NY 10570 |
| Party Name | Advantage Capital Holdings LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pleasantville, NY 10570 |
Trademark Events
| Event Date | Event Description |
| Tuesday, January 14, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 17, 2025 | ASSIGNED TO EXAMINER |
| Friday, June 28, 2024 | NEW APPLICATION ENTERED |
| Thursday, January 23, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, January 23, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, January 23, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, March 13, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 13, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, March 20, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 9, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 15, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 15, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 10, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, March 13, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
