CHARTERED WEALTH ADVISOR
DEAD

Serial Number

86338389

Owner

ROBERT W. BAIRD & CO. INCORPORATED

Attorney

Hillary J. Wucherer

First Use Date

Dec 1, 2003

Filing Date

Jul 16, 2014

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CHARTERED WEALTH ADVISOR Trademark

Serial Number: 86338389 • Registration: 4703157

CHARTERED WEALTH ADVISOR is a trademark filed by ROBERT W. BAIRD & CO. INCORPORATED on July 16, 2014. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently no longer active.

Owner Contact Info

ROBERT W. BAIRD & CO. INCORPORATED (40 trademarks)

POST OFFICE BOX 672
MILWAUKEE, WI 53201

Entity Type: 03

J.J.B. HILLIARD, W.L. LYONS, LLC (14 trademarks)

4801 Olympia Park Plz.
LOUISVILLE, KY 40241

Entity Type: 16

Trademark Details

Filing Date

July 16, 2014

Registration Date

March 17, 2015

First Use Anywhere

December 1, 2003

First Use in Commerce

December 1, 2003

Published for Opposition

December 30, 2014

Cancellation Date

December 3, 2021

Goods & Services

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning and investment advisory services

Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Business planning; Business succession planning

Filing History

CANCELLED SEC. 8 (6-YR)
Dec 3, 2021 C8..
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 9, 2021 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 3, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 3, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 3, 2021 REAP
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 17, 2020 REM1
REGISTERED-PRINCIPAL REGISTER
Mar 17, 2015 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 30, 2014 NPUB
PUBLISHED FOR OPPOSITION
Dec 30, 2014 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 10, 2014 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Nov 22, 2014 PREV
ASSIGNED TO LIE
Nov 19, 2014 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 3, 2014 CNSA
EXAMINER'S AMENDMENT ENTERED
Nov 3, 2014 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 3, 2014 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 3, 2014 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 3, 2014 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 1, 2014 GNRN
NON-FINAL ACTION E-MAILED
Nov 1, 2014 GNRT
NON-FINAL ACTION WRITTEN
Nov 1, 2014 CNRT
ASSIGNED TO EXAMINER
Oct 28, 2014 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 22, 2014 NWOS
NEW APPLICATION ENTERED
Jul 19, 2014 NWAP