WEALTHPRO Trademark

Trademark Overview


On Wednesday, October 11, 2006, a trademark application was filed for WEALTHPRO with the United States Patent and Trademark Office. The USPTO has given the WEALTHPRO trademark a serial number of 77018327. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, November 17, 2017. This trademark is owned by WealthPro, LLC. The WEALTHPRO trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial management, financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; financial investment services in the fields of securities, asset allocation, stocks, bonds, mutual funds, money market funds, trusts, annuities, and indices of any of them in the nature of fee-based managed portfolios of securities, managed investment accounts, and managed asset allocation accounts; insurance consultation; insurance brokerage services in the fields of life, accident and health, annuities, and variable annuities, disability income, long-term-care, and variable life; insurance services, namely insurance administration and underwriting in the fields of life, accident and health, fixed annuities and variable annuities, disability income, long-term-care, and variable l...
wealthpro

General Information


Serial Number77018327
Word MarkWEALTHPRO
Filing DateWednesday, October 11, 2006
Status800 - REGISTERED AND RENEWED
Status DateFriday, November 17, 2017
Registration Number3315546
Registration DateTuesday, October 23, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 7, 2007

Trademark Statements


Goods and ServicesFinancial services, namely, financial management, financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; financial investment services in the fields of securities, asset allocation, stocks, bonds, mutual funds, money market funds, trusts, annuities, and indices of any of them in the nature of fee-based managed portfolios of securities, managed investment accounts, and managed asset allocation accounts; insurance consultation; insurance brokerage services in the fields of life, accident and health, annuities, and variable annuities, disability income, long-term-care, and variable life; insurance services, namely insurance administration and underwriting in the fields of life, accident and health, fixed annuities and variable annuities, disability income, long-term-care, and variable life; employer and employee benefit plan consultation for executive benefits and group benefits; pension option analysis services in the nature of assisting prospective retirees in analyzing and selecting options from their employment benefit plans; wealth management services; risk management services; retirement planning services; estate planning and estate trust management services; philanthropic services concerning monetary donations; providing student loan information and college planning consulting, namely, recommending investments for college savings purposes
Pseudo MarkWEALTH PRO

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 16, 2006
Primary Code036
First Use Anywhere DateWednesday, July 26, 2000
First Use In Commerce DateWednesday, July 26, 2000

Trademark Owner History


Party NameWealthPro, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressGloversville, NY 12078

Party NameWealthPro, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressGloversville, NY 12078

Party NameWealthPro, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGloversville, NY 12078

Trademark Events


Event DateEvent Description
Friday, November 17, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, November 17, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, November 17, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, November 17, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, October 20, 2017TEAS SECTION 8 & 9 RECEIVED
Sunday, October 23, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, December 8, 2012NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, December 8, 2012REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, December 8, 2012CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, November 12, 2012TEAS SECTION 8 & 15 RECEIVED
Monday, November 12, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 15, 2011ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 15, 2011TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, July 22, 2009TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, October 23, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, August 7, 2007PUBLISHED FOR OPPOSITION
Wednesday, July 18, 2007NOTICE OF PUBLICATION
Thursday, July 5, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, July 3, 2007ASSIGNED TO LIE
Tuesday, May 29, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 17, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 17, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 17, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 6, 2007NON-FINAL ACTION E-MAILED
Tuesday, March 6, 2007NON-FINAL ACTION WRITTEN
Tuesday, February 27, 2007ASSIGNED TO EXAMINER
Tuesday, October 17, 2006NOTICE OF PSEUDO MARK MAILED
Monday, October 16, 2006NEW APPLICATION ENTERED IN TRAM