WEALTHRISE Trademark

Trademark Overview

On Wednesday, February 27, 2019, a trademark application was filed for WEALTHRISE with the United States Patent and Trademark Office. The USPTO has given the WEALTHRISE trademark a serial number of 88319104. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Saturday, April 12, 2025. This trademark is owned by Wealthrise Financial Planning, LLC.. The WEALTHRISE trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services
wealthrise

General Information

Serial Number88319104
Word MarkWEALTHRISE
Filing DateWednesday, February 27, 2019
Status701 - SECTION 8 - ACCEPTED
Status DateSaturday, April 12, 2025
Registration Number5866834
Registration DateTuesday, September 24, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 9, 2019

Trademark Statements

Goods and ServicesFinancial planning and investment advisory services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, March 19, 2019
Primary Code036
First Use Anywhere DateWednesday, February 13, 2019
First Use In Commerce DateWednesday, February 13, 2019

Trademark Owner History

Party NameWealthrise Financial Planning, LLC.
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressEncinitas, CA 920241207
Party NameWealthrise Financial Planning, LLC.
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressEncinitas, CA 920241207
Party NameWealthrise Financial Planning, LLC.
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressEncinitas, CA 920241207

Trademark Events

Event DateEvent Description
Wednesday, May 8, 2019EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Saturday, March 2, 2019NEW APPLICATION ENTERED
Tuesday, March 19, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 8, 2019ASSIGNED TO EXAMINER
Wednesday, May 8, 2019EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, May 8, 2019NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, May 8, 2019ASSIGNED TO LIE
Thursday, May 9, 2019COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
Tuesday, May 14, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, May 14, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, May 15, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, May 16, 2019FINAL REFUSAL WRITTEN
Thursday, May 16, 2019FINAL REFUSAL E-MAILED
Thursday, May 16, 2019NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, May 30, 2019TEAS REQUEST FOR RECONSIDERATION RECEIVED
Saturday, June 1, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, June 1, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, July 9, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, June 3, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 19, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 9, 2019PUBLISHED FOR OPPOSITION
Tuesday, September 24, 2019REGISTERED-PRINCIPAL REGISTER
Monday, September 30, 2024TEAS SECTION 8 RECEIVED
Saturday, April 12, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, April 12, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Saturday, April 12, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, September 24, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Related Keywords

wealthrise services advisory investment planning financial