WEALTHPLAN Trademark

Trademark Overview


On Thursday, February 10, 2000, a trademark application was filed for WEALTHPLAN with the United States Patent and Trademark Office. The USPTO has given the WEALTHPLAN trademark a serial number of 75914838. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, June 10, 2022. This trademark is owned by Baird, Kurtz & Dobson. The WEALTHPLAN trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Providing investment advisory services and portfolio monitoring, insurance consultation, estate planning, personal financial planning and retirement financial planning

Providing tax compliance and planning services
wealthplan

General Information


Serial Number75914838
Word MarkWEALTHPLAN
Filing DateThursday, February 10, 2000
Status710 - CANCELLED - SECTION 8
Status DateFriday, June 10, 2022
Registration Number2511792
Registration DateTuesday, November 27, 2001
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, September 4, 2001

Trademark Statements


Goods and ServicesProviding investment advisory services and portfolio monitoring, insurance consultation, estate planning, personal financial planning and retirement financial planning
Pseudo MarkWEALTH PLAN
Goods and ServicesProviding tax compliance and planning services

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 10, 2022
Primary Code035
First Use Anywhere DateWednesday, February 2, 2000
First Use In Commerce DateWednesday, February 2, 2000

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 10, 2022
Primary Code036
First Use Anywhere DateWednesday, February 2, 2000
First Use In Commerce DateWednesday, February 2, 2000

Trademark Owner History


Party NameFORVIS TRADEMARKS, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSPRINGFIELD, MO 65806

Party NameBKD TRADEMARKS, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSPRINGFIELD, MO 65801

Party NameBKD, LLP
Party Type31 - New Owner After Registration
Legal Entity Type13 - Limited Partnership
AddressSpringfield, MO 658011900

Party NameBaird, Kurtz & Dobson
Party Type30 - Original Registrant
Legal Entity Type02 - Partnership
AddressSpringfield, MO 658011900

Party NameBaird, Kurtz & Dobson
Party Type20 - Owner at Publication
Legal Entity Type02 - Partnership
AddressSpringfield, MO 658011900

Party NameBaird, Kurtz & Dobson
Party Type10 - Original Applicant
Legal Entity Type02 - Partnership
AddressSpringfield, MO 658011900

Trademark Events


Event DateEvent Description
Wednesday, July 6, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, June 10, 2022CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Thursday, July 23, 2020REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
Friday, June 5, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 20, 2011REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, December 20, 2011REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, November 22, 2011TEAS SECTION 8 & 9 RECEIVED
Wednesday, September 17, 2008AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, June 9, 2007REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, May 30, 2007ASSIGNED TO PARALEGAL
Thursday, May 3, 2007REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Thursday, May 3, 2007TEAS SECTION 8 & 15 RECEIVED
Tuesday, January 9, 2007CASE FILE IN TICRS
Tuesday, November 27, 2001REGISTERED-PRINCIPAL REGISTER
Tuesday, September 4, 2001PUBLISHED FOR OPPOSITION
Wednesday, August 15, 2001NOTICE OF PUBLICATION
Monday, April 23, 2001APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, January 22, 2001CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 26, 2000FINAL REFUSAL MAILED
Tuesday, September 26, 2000CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 8, 2000NON-FINAL ACTION MAILED
Wednesday, July 26, 2000ASSIGNED TO EXAMINER
Thursday, July 20, 2000ASSIGNED TO EXAMINER