WEALTHVEST Trademark

Trademark Overview

On Friday, August 7, 2009, a trademark application was filed for WEALTHVEST with the United States Patent and Trademark Office. The USPTO has given the WEALTHVEST trademark a serial number of 77799585. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, May 23, 2020. This trademark is owned by Advisors Insight Corp.. The WEALTHVEST trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Business consulting services relating to strategy, marketing, production and retail sales of annuities, insurance and guaranteed rate investment products

Guaranteed rate financial investment brokerage; fixed and variable life insurance brokerage; issuance and administration of fixed and variable annuities
wealthvest

General Information

Serial Number77799585
Word MarkWEALTHVEST
Filing DateFriday, August 7, 2009
Status800 - REGISTERED AND RENEWED
Status DateSaturday, May 23, 2020
Registration Number3861863
Registration DateTuesday, October 12, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 30, 2010

Trademark Statements

Goods and ServicesBusiness consulting services relating to strategy, marketing, production and retail sales of annuities, insurance and guaranteed rate investment products
Goods and ServicesGuaranteed rate financial investment brokerage; fixed and variable life insurance brokerage; issuance and administration of fixed and variable annuities
Pseudo MarkWEALTH VEST; WEALTH INVESTMENT

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 11, 2009
Primary Code035
First Use Anywhere DateThursday, June 24, 2010
First Use In Commerce DateThursday, June 24, 2010
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 11, 2009
Primary Code036
First Use Anywhere DateThursday, June 24, 2010
First Use In Commerce DateThursday, June 24, 2010

Trademark Owner History

Party NameWEALTHVEST MARKETING, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressBOZEMAN, MT 59715
Party NameAdvisors Insight Corp.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBozeman, MT 59715
Party NameAdvisors Insight Corp.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBozeman, MT 59715
Party NameAdvisors Insight Corp.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBozeman, MT 59715

Trademark Events

Event DateEvent Description
Saturday, May 23, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, May 23, 2020REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, May 23, 2020REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, May 23, 2020TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Tuesday, May 19, 2020POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Tuesday, May 19, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, March 11, 2020TEAS SECTION 8 & 9 RECEIVED
Saturday, October 12, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, December 10, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, December 10, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, December 10, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, October 15, 2015TEAS SECTION 8 & 15 RECEIVED
Thursday, October 15, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 9, 2011AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, October 12, 2010REGISTERED-PRINCIPAL REGISTER
Friday, September 10, 2010ASSIGNED TO EXAMINER
Friday, September 10, 2010NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, September 9, 2010LAW OFFICE REGISTRATION REVIEW COMPLETED
Wednesday, September 8, 2010ASSIGNED TO LIE
Tuesday, August 31, 2010ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, July 20, 2010STATEMENT OF USE PROCESSING COMPLETE
Monday, June 28, 2010USE AMENDMENT FILED
Tuesday, July 20, 2010CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, June 28, 2010TEAS STATEMENT OF USE RECEIVED
Tuesday, May 25, 2010NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 30, 2010OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 30, 2010PUBLISHED FOR OPPOSITION
Thursday, February 25, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 24, 2010ASSIGNED TO LIE
Thursday, January 28, 2010APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, January 22, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 22, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, January 22, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, November 12, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 12, 2009NON-FINAL ACTION E-MAILED
Thursday, November 12, 2009NON-FINAL ACTION WRITTEN
Thursday, November 12, 2009ASSIGNED TO EXAMINER
Wednesday, August 12, 2009NOTICE OF PSEUDO MARK MAILED
Tuesday, August 11, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, August 11, 2009NEW APPLICATION ENTERED IN TRAM

Related Keywords

wealthvest rate guaranteed investment brokerage variable fixed annuities insurance services relating