ALLWEALTH
LIVE

Serial Number

88237863

Owner

Beacon Pointe Advisors, LLC

Attorney

Sarah Parker

First Use Date

Jun 1, 2019

Filing Date

Dec 20, 2018

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ALLWEALTH Trademark

Serial Number: 88237863 • Registration: 6038118

ALLWEALTH is a trademark filed by Beacon Pointe Advisors, LLC on December 20, 2018. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 16 (Paper Goods). The application is currently registered and active.

Owner Contact Info

Beacon Pointe Advisors, LLC (15 trademarks)

24 Corporate Plaza, Suite 150
Newport Beach, CA 92660

Entity Type: 16

Trademark Details

Filing Date

December 20, 2018

Registration Date

April 21, 2020

First Use Anywhere

June 1, 2019

First Use in Commerce

June 1, 2019

Published for Opposition

July 9, 2019

Goods & Services

Financial information and advice provided via electronic means in the fields of finance, financial planning, and wealth management, namely, recommending budgeting software, financial planning calculators, and other financial related tools; financial consulting services, namely, advising others regarding investment alternatives, analyses, strategies, charts, guidelines, and sample calculations

Entertainment services, namely, providing an ongoing radio program in the fields of finance, financial planning, and wealth management; education and training services, namely, providing online and in person seminars in the fields of finance, financial planning, and wealth management; education services, namely, providing podcasts in the fields of finance, financial planning, and wealth management

Downloadable podcasts in the fields of finance, financial planning, and wealth management; downloadable publications and reference materials featuring information in the fields of finance, financial planning, and wealth management, namely, video recordings, software, books, written articles, calculations, charts and guidelines

Printed non-fiction publications and reference materials featuring information in the fields of finance, financial planning, and wealth management, namely, books, written articles, calculations, charts and guidelines

Filing History

TEAS SECTION 8 & 15 RECEIVED
Apr 8, 2026 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 21, 2025 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 21, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 21, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 21, 2024 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 21, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 21, 2024 COAR
REGISTERED-PRINCIPAL REGISTER
Apr 21, 2020 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Mar 17, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Mar 16, 2020 CNPR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Mar 11, 2020 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Mar 10, 2020 SUPC
SOU EXTENSION 1 GRANTED
Mar 10, 2020 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Mar 9, 2020 AITU
USE AMENDMENT FILED
Feb 28, 2020 IUAF
SOU EXTENSION 1 FILED
Feb 28, 2020 EXT1
SOU TEAS EXTENSION RECEIVED
Feb 28, 2020 EEXT
TEAS STATEMENT OF USE RECEIVED
Feb 28, 2020 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sep 3, 2019 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 9, 2019 NPUB
PUBLISHED FOR OPPOSITION
Jul 9, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 19, 2019 NONP
ASSIGNED TO LIE
Jun 4, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
May 22, 2019 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 21, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 21, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 21, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 22, 2019 GNRN
NON-FINAL ACTION E-MAILED
Mar 22, 2019 GNRT
NON-FINAL ACTION WRITTEN
Mar 22, 2019 CNRT
ASSIGNED TO EXAMINER
Mar 15, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 14, 2019 NWOS
NEW APPLICATION ENTERED
Dec 24, 2018 NWAP