| Serial Number | 87428216 |
| Word Mark | WEALTHTECH |
| Filing Date | Thursday, April 27, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, September 20, 2024 |
| Registration Number | 5420167 |
| Registration Date | Tuesday, March 6, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Pseudo Mark | WEALTH TECH |
| Goods and Services | Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial management of employee pension plans; Investment advice; Investment advisory services; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment risk assessment services; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment services; Financial asset management; Financial investment analysis and stock research; Financial investment brokerage services; Financial risk management; Financial risk management consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Global investment research services; Monitoring financial markets for investment purposes; Mutual funds and capital investment; On-line financial planning services; Providing investors with financial information; Securities trading and investing services for others via the internet |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, September 20, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, June 10, 2017 |
| First Use In Commerce Date | Thursday, July 20, 2017 |
| Party Name | WEALTH TECHNOLOGIES INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10175 |
| Party Name | Provest Wealth Advisors, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Spartanburg, SC 29301 |
| Party Name | Provest Wealth Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Spartanburg, SC 29301 |
| Event Date | Event Description |
| Monday, May 1, 2017 | NEW APPLICATION ENTERED |
| Wednesday, May 3, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 4, 2017 | NOTICE OF PSEUDO MARK E-MAILED |
| Tuesday, July 25, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, July 25, 2017 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 25, 2017 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 25, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 22, 2018 | TEAS AMENDMENT OF USE RECEIVED |
| Monday, January 22, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, January 22, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 23, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 24, 2018 | ASSIGNED TO LIE |
| Wednesday, January 24, 2018 | USE AMENDMENT FILED |
| Wednesday, January 24, 2018 | AMENDMENT TO USE PROCESSING COMPLETE |
| Thursday, January 25, 2018 | USE AMENDMENT ACCEPTED |
| Thursday, January 25, 2018 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Friday, January 26, 2018 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Thursday, February 1, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, March 6, 2018 | REGISTERED-SUPPLEMENTAL REGISTER |
| Wednesday, August 15, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, August 27, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, August 27, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, August 27, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, August 27, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, August 27, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, April 13, 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, June 23, 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, March 6, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 18, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, July 18, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, July 18, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, September 20, 2024 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, December 4, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |