WEALTHPORT Trademark

Trademark Overview

On Tuesday, June 4, 2013, 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 85950300. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, April 30, 2021. This trademark is owned by Cambridge Investment Research, Inc.. The WEALTHPORT trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

PROVIDING AN INTERACTIVE WEBSITE FEATURING TECHNOLOGY THAT ALLOWS FIDUCIARY REPRESENTATIVES TO ACCESS THE ACCOUNTS OF THEIR CLIENTS
wealthport

General Information

Serial Number85950300
Word MarkWEALTHPORT
Filing DateTuesday, June 4, 2013
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, April 30, 2021
Registration Number4669554
Registration DateTuesday, January 13, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 28, 2014

Trademark Statements

Pseudo MarkWEALTH PORT
Goods and ServicesPROVIDING AN INTERACTIVE WEBSITE FEATURING TECHNOLOGY THAT ALLOWS FIDUCIARY REPRESENTATIVES TO ACCESS THE ACCOUNTS OF THEIR CLIENTS

Classification Information

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 DateTuesday, March 18, 2014
Primary Code042
First Use Anywhere DateSunday, September 30, 2012
First Use In Commerce DateSunday, September 30, 2012

Trademark Owner History

Party NameCambridge Investment Research, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressFairfield, IA 52556
Party NameCambridge Investment Research, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressFairfield, IA 52556
Party NameCambridge Investment Research, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressFairfield, IA 52556

Trademark Events

Event DateEvent Description
Monday, March 17, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, June 7, 2013NEW APPLICATION ENTERED
Thursday, June 13, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, June 14, 2013NOTICE OF PSEUDO MARK E-MAILED
Tuesday, September 17, 2013ASSIGNED TO EXAMINER
Wednesday, September 18, 2013NON-FINAL ACTION WRITTEN
Wednesday, September 18, 2013NON-FINAL ACTION E-MAILED
Wednesday, September 18, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 19, 2014ASSIGNED TO LIE
Monday, March 17, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, March 18, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 8, 2014FINAL REFUSAL WRITTEN
Tuesday, April 8, 2014FINAL REFUSAL E-MAILED
Tuesday, April 8, 2014NOTIFICATION OF FINAL REFUSAL EMAILED
Friday, September 5, 2014TEAS REQUEST FOR RECONSIDERATION RECEIVED
Friday, September 5, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, September 6, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 8, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, February 20, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, September 23, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, October 8, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 28, 2014PUBLISHED FOR OPPOSITION
Tuesday, October 28, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 13, 2015REGISTERED-PRINCIPAL REGISTER
Monday, January 13, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, February 20, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, February 20, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 20, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 20, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, January 20, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, January 9, 2021TEAS SECTION 8 & 15 RECEIVED
Friday, April 30, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 30, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, April 30, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, January 20, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, January 20, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, January 20, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, January 13, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, July 22, 2024TEAS SECTION 8 & 9 RECEIVED

Related Keywords

wealthport access representatives accounts their clients fiduciary allows interactive website featuring