WELCY CAPITAL ADVISORS Trademark

Trademark Overview


On Monday, May 22, 2023, a trademark application was filed for WELCY CAPITAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the WELCY CAPITAL ADVISORS trademark a serial number of 98007679. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, July 16, 2024. This trademark is owned by Welcy Capital Advisors. The WELCY CAPITAL ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endo...
welcy capital advisors

General Information


Serial Number98007679
Word MarkWELCY CAPITAL ADVISORS
Filing DateMonday, May 22, 2023
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, July 16, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 16, 2024

Trademark Statements


Goods and ServicesFinancial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities and commodities investing; Investment advisory services; Private equity fund investment services; Management of private equity funds; Private equity consultant services; Private credit and debt advisory services, namely, advisory relating to investments in the credit space that are not in liquid tradable securities form
NOT AVAILABLE"CAPITAL ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, June 23, 2023
Primary Code036
First Use Anywhere DateTuesday, May 16, 2023
First Use In Commerce DateTuesday, May 16, 2023

Trademark Owner History


Party NameWelcy Capital Advisors
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMiami, FL 33131

Party NameWelcy Capital Advisors
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMiami, FL 33131

Trademark Events


Event DateEvent Description
Tuesday, February 13, 2024ASSIGNED TO EXAMINER
Wednesday, February 14, 2024NON-FINAL ACTION WRITTEN
Thursday, May 25, 2023NEW APPLICATION ENTERED
Friday, June 23, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, February 14, 2024NON-FINAL ACTION E-MAILED
Wednesday, February 14, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, May 14, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, May 14, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, May 14, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, June 10, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 26, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 16, 2024PUBLISHED FOR OPPOSITION
Tuesday, July 16, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 16, 2024PUBLISHED FOR OPPOSITION
Tuesday, July 16, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED