| Serial Number | 85737965 |
| Word Mark | WELLTH FINANCIAL |
| Filing Date | Tuesday, September 25, 2012 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, March 21, 2024 |
| Registration Number | 4329683 |
| Registration Date | Tuesday, April 30, 2013 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; 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; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others |
| NOT AVAILABLE | "FINANCIAL" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, September 28, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 6, 2011 |
| First Use In Commerce Date | Tuesday, September 6, 2011 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Haverhill, MA 01830 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Haverhill, MA 01830 |
| Event Date | Event Description |
| Friday, September 28, 2012 | NEW APPLICATION ENTERED |
| Friday, September 28, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 23, 2013 | ASSIGNED TO EXAMINER |
| Friday, January 25, 2013 | NON-FINAL ACTION WRITTEN |
| Friday, January 25, 2013 | NON-FINAL ACTION E-MAILED |
| Friday, January 25, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 13, 2013 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 6, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, February 13, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 13, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, March 6, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 6, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 6, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, March 6, 2013 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, March 19, 2013 | ASSIGNED TO LIE |
| Monday, March 25, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, April 30, 2013 | REGISTERED-SUPPLEMENTAL REGISTER |
| Monday, April 30, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, January 16, 2019 | TEAS SECTION 8 RECEIVED |
| Tuesday, February 12, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, February 12, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Tuesday, February 12, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Saturday, April 30, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Thursday, October 19, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Thursday, March 21, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, March 21, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, March 21, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, March 21, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |