MERRITT POINT WEALTH ADVISORS
LIVE

Serial Number

90003418

Owner

Merritt Point Wealth Advisors LLC

Attorney

Russell Anderson

First Use Date

Sep 1, 2020

Filing Date

Jun 16, 2020

Add to watchlist:

No watchlists yet
View on USPTO

MERRITT POINT WEALTH ADVISORS Trademark

Serial Number: 90003418 • Registration: 6302865

MERRITT POINT WEALTH ADVISORS is a trademark filed by Merritt Point Wealth Advisors LLC on June 16, 2020. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Merritt Point Wealth Advisors LLC

Old Greenwich, CT 06870

Entity Type: 16

Trademark Details

Filing Date

June 16, 2020

Registration Date

March 23, 2021

First Use Anywhere

September 1, 2020

First Use in Commerce

September 1, 2020

Published for Opposition

November 3, 2020

Goods & Services

Financial investment analysis and stock research; Financial planning and investment advisory services; Financial planning, namely, providing information for the creation of investment strategies; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Financial and investment services, namely, management and brokerage in the fields of stocks. bonds, options, commodities, futures and other securities, and investment of funds of others; transfer agency services rendered to issuers of investment securities; financial analysis, management, consulting and advisory services; fund investment; account reporting services, namely, providing bank account and investment account information; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, financial asset management; financial exchange services; financial securities exchange services; commodities exchange services; investment analysis; trust and estate trust management services; retirement payment services, namely, financial administration of retirement accounts; and trusteeship representatives

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jun 15, 2026 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jun 15, 2026 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 15, 2026 APRE
TEAS SECTION 8 & 15 RECEIVED
Mar 23, 2026 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 23, 2026 REM1
REGISTERED-PRINCIPAL REGISTER
Mar 23, 2021 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Feb 16, 2021 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Feb 13, 2021 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jan 21, 2021 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jan 19, 2021 AITU
USE AMENDMENT FILED
Dec 29, 2020 IUAF
TEAS STATEMENT OF USE RECEIVED
Dec 29, 2020 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 29, 2020 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 3, 2020 NPUB
PUBLISHED FOR OPPOSITION
Nov 3, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 14, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 26, 2020 CNSA
EXAMINER'S AMENDMENT ENTERED
Sep 24, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sep 24, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
Sep 24, 2020 GNEA
EXAMINERS AMENDMENT -WRITTEN
Sep 24, 2020 CNEA
ASSIGNED TO EXAMINER
Sep 18, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 14, 2020 NWOS
NEW APPLICATION ENTERED
Jun 19, 2020 NWAP