VERTERA FINANCIAL

Serial Number 99240321
641

Registration Progress

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

Attorney Assistance

Non-Final Action E-Mailed
Due: Feb 10, 2026 43 days

Trademark Image

VERTERA FINANCIAL

Basic Information

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

Status Summary

Current Status
Active
Status Code
641
Status Date
Nov 10, 2025
Application
Pending
Classes
036

Rights Holder

VERTERA FINANCIAL, INC.

03
Address
4301 N. DAMEN AVE.
CHICAGO, IL 60618

Ownership History

Halsted Wealth Partners LLC

Original Applicant
16
Chicago, IL

VERTERA FINANCIAL, INC.

New Owner Before Publication #1
03
CHICAGO, IL

Legal Representation

Attorney
Richard J. Gurak

USPTO Deadlines

Next Deadline
43 days remaining
Non-Final Action E-Mailed
Due Date
February 10, 2026
Extension Available
Until May 10, 2026

Application History

8 events
Date Code Type Description Documents
Dec 11, 2025 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Nov 10, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Nov 10, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Nov 10, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Nov 6, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Oct 24, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
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
"FINANCIAL"