WEALTHY INVESTOR SERIES Trademark

Trademark Overview


On Thursday, May 24, 2018, a trademark application was filed for WEALTHY INVESTOR SERIES with the United States Patent and Trademark Office. The USPTO has given the WEALTHY INVESTOR SERIES trademark a serial number of 87934552. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, July 25, 2025. This trademark is owned by Spectrem Group. The WEALTHY INVESTOR SERIES trademark is filed in the Insurance & Financial Services category with the following description:

Providing online non-downloadable computer software tools for searching and accessing affluent investor data and generating reports containing detailed data regarding advisor usage, communication preferences, portfolio allocations and personal concerns, as well as other topics
wealthy investor series

General Information


Serial Number87934552
Word MarkWEALTHY INVESTOR SERIES
Filing DateThursday, May 24, 2018
Status710 - CANCELLED - SECTION 8
Status DateFriday, July 25, 2025
Registration Number5658259
Registration DateTuesday, January 15, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesProviding online non-downloadable computer software tools for searching and accessing affluent investor data and generating reports containing detailed data regarding advisor usage, communication preferences, portfolio allocations and personal concerns, as well as other topics
NOT AVAILABLE"INVESTOR SERIES"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateSaturday, July 26, 2025
Primary Code036
First Use Anywhere DateSaturday, July 1, 2017
First Use In Commerce DateSaturday, July 1, 2017

Trademark Owner History


Party NameSpectrem Group
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLake Forest, IL 60045

Party NameSpectrem Group
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLake Forest, IL 60045

Trademark Events


Event DateEvent Description
Saturday, September 22, 2018NON-FINAL ACTION WRITTEN
Saturday, September 22, 2018NON-FINAL ACTION E-MAILED
Saturday, September 22, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, November 10, 2018EXAMINERS AMENDMENT -WRITTEN
Friday, June 1, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 14, 2018ASSIGNED TO EXAMINER
Saturday, November 10, 2018EXAMINERS AMENDMENT E-MAILED
Saturday, November 10, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Saturday, November 10, 2018EXAMINER'S AMENDMENT ENTERED
Saturday, November 10, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, December 11, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, January 15, 2019REGISTERED-SUPPLEMENTAL REGISTER
Monday, January 15, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, July 25, 2025CANCELLED SEC. 8 (6-YR)
Monday, December 3, 2018ASSIGNED TO LIE