WEALTHPORT

Serial Number 85590400
Registration 4345290
800

Registration Progress

Application Filed
Apr 5, 2012
Under Examination
Approved for Publication
Mar 19, 2013
Published for Opposition
Mar 19, 2013
Registered
Jun 4, 2013

Trademark Image

WEALTHPORT

Basic Information

Serial Number
85590400
Registration Number
4345290
Filing Date
April 5, 2012
Registration Date
June 4, 2013
Published for Opposition
March 19, 2013
Renewal Date
June 4, 2023
Drawing Code
4000

Status Summary

Current Status
Active
Status Code
800
Status Date
Nov 5, 2023
Registration
Registered
Classes
036

Rights Holder

CAMBRIDGE INVESTMENT RESEARCH, INC.

03
Address
1776 Pleasant Plain Road
Fairfield, IA 52556

Ownership History

CPA Financial Group, LLC

Original Applicant
16
Conshohocken, PA

CPA Financial Group, LLC

Owner at Publication
16
Conshohocken, PA

CPA Financial Group, LLC

Original Registrant
16
Conshohocken, PA

CAMBRIDGE INVESTMENT RESEARCH, INC.

New Owner After Registration #1
03
Fairfield, IA

Legal Representation

Attorney
Brett D. Papendick

USPTO Deadlines

Next Deadline
2862 days remaining
Section 8 & 9 (20-Year) Renewal Due (Based on registration date 2013-06-04)
Due Date
June 04, 2033
Grace Period Ends
December 04, 2033

Application History

37 events
Date Code Type Description Documents
Nov 5, 2023 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Nov 5, 2023 89AG O REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED Loading...
Nov 5, 2023 RNL1 Q REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) Loading...
Nov 5, 2023 NA89 E NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED Loading...
May 11, 2023 E89R I TEAS SECTION 8 & 9 RECEIVED Loading...
Jan 20, 2023 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Jan 20, 2023 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Jan 20, 2023 EWAF I TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS Loading...
Jan 20, 2023 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Jun 4, 2022 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Feb 20, 2020 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Feb 20, 2020 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Feb 20, 2020 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Feb 20, 2020 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Feb 20, 2020 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Apr 30, 2019 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Apr 30, 2019 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Apr 30, 2019 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
Mar 26, 2019 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Jun 4, 2018 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Sep 10, 2014 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Jun 4, 2013 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Mar 19, 2013 PUBO A PUBLISHED FOR OPPOSITION Loading...
Mar 19, 2013 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Feb 27, 2013 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Feb 14, 2013 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Feb 13, 2013 DOCK D ASSIGNED TO EXAMINER Loading...
Feb 13, 2013 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jan 31, 2013 RCCK S SUSPENSION CHECKED - TO ATTORNEY FOR ACTION Loading...
Jan 25, 2013 ALIE A ASSIGNED TO LIE Loading...
Jul 25, 2012 CNSL R SUSPENSION LETTER WRITTEN Loading...
Jul 25, 2012 GNSL F LETTER OF SUSPENSION E-MAILED Loading...
Jul 25, 2012 GNS3 O NOTIFICATION OF LETTER OF SUSPENSION E-MAILED Loading...
Jul 18, 2012 DOCK D ASSIGNED TO EXAMINER Loading...
Apr 19, 2012 MPMK O NOTICE OF PSEUDO MARK MAILED Loading...
Apr 13, 2012 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Apr 9, 2012 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
[ Estate trust planning; Financial administration of retirement plans; Financial services, namely, wealth management services; Insurance and ] financial information and consultancy services
First Use Anywhere: Mar 30, 2012
First Use in Commerce: Mar 30, 2012

Additional Information

Pseudo Mark
WEALTH PORT

Classification

International Classes
036