TrademarkDir
MYWEALTHVIEW
LIVE

Serial Number

87613943

Owner

Segall Bryant & Hamill

Attorney

Dyan Finguerra-DuCharme

First Use Date

Oct 31, 2017

Filing Date

Sep 19, 2017

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MYWEALTHVIEW Trademark

Serial Number: 87613943 • Registration: 5618717

MYWEALTHVIEW is a trademark filed by Segall Bryant & Hamill on September 19, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Segall Bryant & Hamill (11 trademarks)

540 West Madison Street, Suite 1900
Chicago, IL 60661

Entity Type: 02

CORIENT HOLDINGS INC (10 trademarks)

2 SOUTH BISCAYNE BLVD
MIAMI, FL 33141

Entity Type: 16

Trademark Details

Filing Date

September 19, 2017

Registration Date

November 27, 2018

First Use Anywhere

October 31, 2017

First Use in Commerce

December 7, 2017

Published for Opposition

February 6, 2018

Goods & Services

financial portfolio analysis services

Filing History

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Jul 28, 2026 EROP
POST REGISTRATION ACTION MAILED - SEC. 7
Feb 3, 2026 PRAM
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 26, 2026 APRE
TEAS SECTION 7 REQUEST RECEIVED
Oct 24, 2025 ES7R
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 2, 2025 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Mar 21, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Mar 21, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 21, 2025 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 24, 2025 ASGN
TEAS SECTION 8 & 15 RECEIVED
Nov 27, 2024 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 27, 2023 REM1
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jun 21, 2023 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 21, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 21, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 21, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 5, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 5, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 5, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 5, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 5, 2021 COAR
REGISTERED-PRINCIPAL REGISTER
Nov 27, 2018 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Oct 24, 2018 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Oct 23, 2018 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Sep 18, 2018 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Sep 18, 2018 AITU
USE AMENDMENT FILED
Aug 22, 2018 IUAF
TEAS STATEMENT OF USE RECEIVED
Aug 22, 2018 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 3, 2018 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 6, 2018 NPUB
PUBLISHED FOR OPPOSITION
Feb 6, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 17, 2018 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 26, 2017 CNSA
ASSIGNED TO EXAMINER
Dec 23, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 25, 2017 NWOS
NEW APPLICATION ENTERED
Sep 22, 2017 NWAP

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