VERTERA FINANCIAL

Serial Number 99240321
630

Registration Progress

Application Filed
Jun 18, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

VERTERA FINANCIAL

Basic Information

Serial Number
99240321
Filing Date
June 18, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
630
Status Date
Jun 18, 2025
Application
Pending
Classes
036

Rights Holder

Halsted Wealth Partners LLC

16
Address
1234 W. Winnemac Ave.
Chicago, IL 60640

Ownership History

Halsted Wealth Partners LLC

Original Applicant
16
Chicago, IL

Legal Representation

Attorney
Richard J. Gurak

Application History

2 events
Date Code Type Description Documents
Jun 18, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Jun 18, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial asset management; Financial portfolio management; Financial services, namely, wealth management services; Financial portfolio analysis services; Financial consulting; Financial planning; Investment advisory services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment services, namely, asset acquisition, consultation, development and management services; financial retirement plan consulting services; estate planning

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
No claim is made to the exclusive right to use FINANCIAL, apart from the mark as shown.