ALTIUM WEALTH MANAGEMENT

Serial Number 86186748
Registration 4639953
702

Registration Progress

Application Filed
Feb 6, 2014
Under Examination
Approved for Publication
Sep 2, 2014
Published for Opposition
Sep 2, 2014
Registered
Nov 18, 2014

Trademark Image

ALTIUM WEALTH MANAGEMENT

Basic Information

Serial Number
86186748
Registration Number
4639953
Filing Date
February 6, 2014
Registration Date
November 18, 2014
Published for Opposition
September 2, 2014
Drawing Code
3

Status Summary

Current Status
Active
Status Code
702
Status Date
Feb 8, 2021
Registration
Registered
Classes
036

Rights Holder

ALTIUM OPCO, LLC

16
Address
2500 WESTCHESTER AVENUE, SUITE 210
PURCHASE, NY 10577

Ownership History

ALTIUM WEALTH MANAGEMENT, LLC

Original Applicant
16
Purchase, NY

ALTIUM WEALTH MANAGEMENT, LLC

Owner at Publication
16
Purchase, NY

ALTIUM WEALTH MANAGEMENT, LLC

Original Registrant
16
Purchase, NY

ALTIUM HOLDINGS GROUP, LLC

New Owner After Registration #1
16
PURCHASE, NY

ALTIUM WEALTH MANAGEMENT LLC

New Owner After Registration #2
16
PURCHASE, NY

ALTIUM OPCO, LLC

New Owner After Registration #3
16
PURCHASE, NY

Legal Representation

Attorney
Anthony L. Meola

USPTO Deadlines

Next Deadline
3247 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20141118)
Due Date
November 18, 2034
Grace Period Ends
May 18, 2035

Application History

44 events
Date Code Type Description Documents
Dec 19, 2025 PR89 O POST REGISTRATION ACTION MAILED - SEC. 8 & 9 Loading...
Oct 13, 2025 EROP I TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED Loading...
Sep 10, 2025 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Sep 10, 2025 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Sep 10, 2025 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Jun 14, 2025 PR89 O POST REGISTRATION ACTION MAILED - SEC. 8 & 9 Loading...
Mar 10, 2025 EROP I TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED Loading...
Oct 9, 2024 PR89 O POST REGISTRATION ACTION MAILED - SEC. 8 & 9 Loading...
Oct 9, 2024 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Jul 19, 2024 E89R I TEAS SECTION 8 & 9 RECEIVED Loading...
Nov 18, 2023 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Jul 7, 2023 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Jul 7, 2023 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Jul 7, 2023 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Mar 29, 2023 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Mar 22, 2023 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Mar 15, 2023 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Mar 8, 2023 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Feb 8, 2021 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
Feb 8, 2021 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Feb 8, 2021 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Oct 28, 2020 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Nov 18, 2019 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Nov 18, 2019 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Nov 18, 2019 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Dec 17, 2014 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Nov 18, 2014 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Sep 2, 2014 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Sep 2, 2014 PUBO A PUBLISHED FOR OPPOSITION Loading...
Aug 13, 2014 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Jul 25, 2014 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Jul 18, 2014 ALIE A ASSIGNED TO LIE Loading...
Jul 1, 2014 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jun 24, 2014 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jun 24, 2014 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jun 24, 2014 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
May 13, 2014 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
May 13, 2014 GNRT F NON-FINAL ACTION E-MAILED Loading...
May 13, 2014 CNRT R NON-FINAL ACTION WRITTEN Loading...
May 13, 2014 RFTP Z REMOVED FROM TEAS PLUS Loading...
May 13, 2014 DOCK D ASSIGNED TO EXAMINER Loading...
Feb 21, 2014 MDSC E NOTICE OF DESIGN SEARCH CODE E-MAILED Loading...
Feb 20, 2014 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Feb 10, 2014 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial services, namely, wealth management services
First Use Anywhere: Oct 1, 2010
First Use in Commerce: Oct 1, 2010

Additional Information

Design Mark
The mark consists of a tree with a grey trunk and blue leaves appearing above the word "ALTIUM" in blue, which appears above the wording "WEALTH MANAGEMENT" in grey. One horizontal grey line appears to the left of "WEALTH" and one appears to the right of "MANAGEMENT".
Color Claim
The color(s) blue and grey is/are claimed as a feature of the mark.

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"