WEALTHSTART Trademark

Trademark Overview


On Tuesday, February 7, 2017, a trademark application was filed for WEALTHSTART with the United States Patent and Trademark Office. The USPTO has given the WEALTHSTART trademark a serial number of 87327292. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, February 12, 2024. This trademark is owned by Lockwood Advisors, Inc.. The WEALTHSTART trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, managed account investment services
wealthstart

General Information


Serial Number87327292
Word MarkWEALTHSTART
Filing DateTuesday, February 7, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, February 12, 2024
Registration Number5295312
Registration DateTuesday, September 26, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 11, 2017

Trademark Statements


Pseudo MarkWEALTH START
Goods and ServicesFinancial services, namely, managed account investment 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, February 10, 2017
Primary Code036
First Use Anywhere DateTuesday, August 30, 2016
First Use In Commerce DateTuesday, August 30, 2016

Trademark Owner History


Party NameBNY MELLON ADVISORS, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPENNINGTON, NJ 08534

Party NameLockwood Advisors, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressKing of Prussia, PA 19406

Party NameLockwood Advisors, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressKing of Prussia, PA 19406

Party NameLockwood Advisors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressKing of Prussia, PA 19406

Trademark Events


Event DateEvent Description
Monday, February 12, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, February 12, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, February 12, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, August 25, 2023TEAS SECTION 8 & 15 RECEIVED
Wednesday, August 16, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, September 26, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, September 26, 2017REGISTERED-PRINCIPAL REGISTER
Tuesday, July 11, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 11, 2017PUBLISHED FOR OPPOSITION
Wednesday, June 21, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 9, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 9, 2017EXAMINER'S AMENDMENT ENTERED
Tuesday, May 9, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, May 9, 2017EXAMINERS AMENDMENT E-MAILED
Tuesday, May 9, 2017EXAMINERS AMENDMENT -WRITTEN
Tuesday, May 2, 2017ASSIGNED TO EXAMINER
Saturday, February 11, 2017NOTICE OF PSEUDO MARK E-MAILED
Friday, February 10, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, February 10, 2017NEW APPLICATION ENTERED