WEALTH CHECKPOINTS

Serial Number 98063156
Registration 7439969
700

Registration Progress

Application Filed
Jun 28, 2023
Under Examination
Approved for Publication
Apr 23, 2024
Published for Opposition
Apr 23, 2024
Registered
Jul 9, 2024

Trademark Image

WEALTH CHECKPOINTS

Basic Information

Serial Number
98063156
Registration Number
7439969
Filing Date
June 28, 2023
Registration Date
July 9, 2024
Published for Opposition
April 23, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Jul 9, 2024
Registration
Registered
Classes
036

Rights Holder

Advisory Alpha, LLC

16
Address
348 S Waverly Road, Suite 100
Holland, MI 49423

Ownership History

Advisory Alpha, LLC

Original Applicant
16
Holland, MI

Advisory Alpha, LLC

Owner at Publication
16
Holland, MI

Advisory Alpha, LLC

Original Registrant
16
Holland, MI

Legal Representation

Attorney
W. Reid Morris

Application History

13 events
Date Code Type Description Documents
Jul 9, 2024 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Jul 9, 2024 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Apr 23, 2024 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Apr 23, 2024 PUBO A PUBLISHED FOR OPPOSITION Loading...
Apr 3, 2024 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Mar 20, 2024 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Mar 20, 2024 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Mar 20, 2024 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Mar 20, 2024 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Mar 20, 2024 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Mar 12, 2024 DOCK D ASSIGNED TO EXAMINER Loading...
Jul 3, 2023 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jul 1, 2023 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial advice relating to tax; Financial management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment management; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Monitoring financial markets for investment purposes
First Use Anywhere: Jan 1, 2023
First Use in Commerce: Jan 1, 2023

Classification

International Classes
036

Disclaimers

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