WEALTHPORT Trademark

Trademark Overview

On Thursday, April 5, 2012, a trademark application was filed for WEALTHPORT with the United States Patent and Trademark Office. The USPTO has given the WEALTHPORT trademark a serial number of 85590400. The federal status of this trademark filing is REGISTERED AND RENEWED as of Sunday, November 5, 2023. This trademark is owned by CPA Financial Group, LLC. The WEALTHPORT trademark is filed in the Insurance & Financial Services category with the following description:

[ Estate trust planning; Financial administration of retirement plans; Financial services, namely, wealth management services; Insurance and ] financial information and consultancy services
wealthport

General Information

Serial Number85590400
Word MarkWEALTHPORT
Filing DateThursday, April 5, 2012
Status800 - REGISTERED AND RENEWED
Status DateSunday, November 5, 2023
Registration Number4345290
Registration DateTuesday, June 4, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 19, 2013

Trademark Statements

Pseudo MarkWEALTH PORT
Goods and Services[ Estate trust planning; Financial administration of retirement plans; Financial services, namely, wealth management services; Insurance and ] financial information and consultancy services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 13, 2012
Primary Code036
First Use Anywhere DateFriday, March 30, 2012
First Use In Commerce DateFriday, March 30, 2012

Trademark Owner History

Party NameCAMBRIDGE INVESTMENT RESEARCH, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressFairfield, IA 52556
Party NameCPA Financial Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressConshohocken, PA 19428
Party NameCPA Financial Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressConshohocken, PA 19428
Party NameCPA Financial Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressConshohocken, PA 19428

Trademark Events

Event DateEvent Description
Sunday, November 5, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Sunday, November 5, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sunday, November 5, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sunday, November 5, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, May 11, 2023TEAS SECTION 8 & 9 RECEIVED
Friday, January 20, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, January 20, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, January 20, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, January 20, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, June 4, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, February 20, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 20, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, February 20, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 20, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 20, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, April 30, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, April 30, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, April 30, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, March 26, 2019TEAS SECTION 8 & 15 RECEIVED
Monday, June 4, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, September 10, 2014AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, June 4, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, March 19, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 19, 2013PUBLISHED FOR OPPOSITION
Wednesday, February 27, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, February 14, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 13, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 13, 2013ASSIGNED TO EXAMINER
Thursday, January 31, 2013SUSPENSION CHECKED ¿ TO ATTORNEY FOR ACTION
Friday, January 25, 2013ASSIGNED TO LIE
Wednesday, July 25, 2012NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, July 25, 2012LETTER OF SUSPENSION E-MAILED
Wednesday, July 25, 2012SUSPENSION LETTER WRITTEN
Wednesday, July 18, 2012ASSIGNED TO EXAMINER
Thursday, April 19, 2012NOTICE OF PSEUDO MARK MAILED
Friday, April 13, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, April 9, 2012NEW APPLICATION ENTERED

Related Keywords

wealthport services financial wealth consultancy management insurance namely information plans trust