WEALTHMANAGER360 Trademark

Trademark Overview


On Friday, August 4, 2006, a trademark application was filed for WEALTHMANAGER360 with the United States Patent and Trademark Office. The USPTO has given the WEALTHMANAGER360 trademark a serial number of 78945217. The federal status of this trademark filing is ABANDONED - NO STATEMENT OF USE FILED as of Monday, July 19, 2010. This trademark is owned by Commonwealth Equity Services , LLP. The WEALTHMANAGER360 trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Providing a limited-access on-line database in the field of finance for use by financial account representatives, accountants, lawyers, and other authorized persons with a fiduciary duty to a common client and from which, to which, and through which such authorized persons can download, upload view and/or annotate documents related to a common client's asset holdings, liabilities, financial positions, monetary and securities accounts, estate plans, insurance policies, tax-related documents, financial plans and trust documents

Providing, on a limited and secure basis to authorized third parties, temporary use of non-downloadable computer software for uploading, downloading, viewing and/or annotating documents relating to a common client's financial positions, monetary and security accounts, estate plans, asset holdings, insurance policies, tax related documents, financial plans and trust documents
wealthmanager360

General Information


Serial Number78945217
Word MarkWEALTHMANAGER360
Filing DateFriday, August 4, 2006
Status606 - ABANDONED - NO STATEMENT OF USE FILED
Status DateMonday, July 19, 2010
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 25, 2007

Trademark Statements


Goods and ServicesProviding a limited-access on-line database in the field of finance for use by financial account representatives, accountants, lawyers, and other authorized persons with a fiduciary duty to a common client and from which, to which, and through which such authorized persons can download, upload view and/or annotate documents related to a common client's asset holdings, liabilities, financial positions, monetary and securities accounts, estate plans, insurance policies, tax-related documents, financial plans and trust documents
Goods and ServicesProviding, on a limited and secure basis to authorized third parties, temporary use of non-downloadable computer software for uploading, downloading, viewing and/or annotating documents relating to a common client's financial positions, monetary and security accounts, estate plans, asset holdings, insurance policies, tax related documents, financial plans and trust documents
Pseudo MarkWEALTH MANAGER 360

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 26, 2007
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, August 9, 2006
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameCommonwealth Equity Services , LLP
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressWaltham, MA 02453

Party NameCommonwealth Equity Services , LLP
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressWaltham, MA 02453

Trademark Events


Event DateEvent Description
Monday, July 19, 2010ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED
Monday, July 19, 2010ABANDONMENT - NO USE STATEMENT FILED
Friday, November 13, 2009EXTENSION 4 GRANTED
Thursday, November 12, 2009EXTENSION 4 FILED
Thursday, November 12, 2009TEAS EXTENSION RECEIVED
Monday, July 13, 2009EXTENSION 3 GRANTED
Thursday, June 18, 2009EXTENSION 3 FILED
Monday, July 13, 2009CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, June 18, 2009TEAS EXTENSION RECEIVED
Wednesday, December 17, 2008EXTENSION 2 GRANTED
Wednesday, December 17, 2008EXTENSION 2 FILED
Wednesday, December 17, 2008TEAS EXTENSION RECEIVED
Thursday, June 12, 2008EXTENSION 1 GRANTED
Thursday, June 12, 2008EXTENSION 1 FILED
Thursday, June 12, 2008TEAS EXTENSION RECEIVED
Tuesday, December 18, 2007NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, September 25, 2007PUBLISHED FOR OPPOSITION
Wednesday, September 5, 2007NOTICE OF PUBLICATION
Wednesday, August 22, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, August 16, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, July 26, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, July 26, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 26, 2007ASSIGNED TO LIE
Tuesday, July 10, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, January 10, 2007NON-FINAL ACTION MAILED
Tuesday, January 9, 2007NON-FINAL ACTION WRITTEN
Friday, December 29, 2006ASSIGNED TO EXAMINER
Thursday, August 10, 2006NOTICE OF PSEUDO MARK MAILED
Wednesday, August 9, 2006NEW APPLICATION ENTERED IN TRAM