UMPQUA WEALTH MANAGEMENT
DEAD

Serial Number

87794745

Owner

Umpqua Bank

Attorney

Parna A. Mehrbani

First Use Date

Jan 18, 2018

Filing Date

Feb 12, 2018

Add to watchlist:

No watchlists yet
View on USPTO

UMPQUA WEALTH MANAGEMENT Trademark

Serial Number: 87794745 • Registration: 5619368

UMPQUA WEALTH MANAGEMENT is a trademark filed by Umpqua Bank on February 12, 2018. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

Umpqua Bank (51 trademarks)

675 Oak Street, Suite 200
Eugene, OR 97401

Entity Type: 03

Trademark Details

Filing Date

February 12, 2018

Registration Date

November 27, 2018

First Use Anywhere

January 18, 2018

First Use in Commerce

January 18, 2018

Cancellation Date

June 6, 2025

Goods & Services

Private banking services; personalized financial and banking services, namely, savings and checking account services, consumer and commercial lending services, online banking via a mobile app, mortgage banking, cash management services; monetary exchange services; private wealth management services, namely, private equity and investment funding, asset acquisition, consultation, development and management; alternative investment consultation and planning, namely, private equity, hedge funds, managed futures, real estate, commodities and derivatives contracts; investment services in the nature of investment management services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; providing finance, investment, financial planning and investment strategy information; retirement account investment services; fixed income investment strategy information; life insurance underwriting services, and annuity services, namely, account and investment administration; portfolio construction and implementation in the field of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; financial investment portfolio performance analysis services; investment portfolio management services; financial risk management services; monitoring financial markets for investment purposes; mutual fund administration services; securities brokerage account services, namely, providing account information regarding securities brokerage services, responding to customer inquiries, assisting customer transactions, and account and investment administration; providing investment account information by means of the internet or paper copy; providing an online database featuring financial information of general interest to investors by means of the internet or paper copy; trust services, namely, investment and trust company services; personal and corporate financial trust operations; fiduciary administration services, namely, fiduciary representative services; trustee services, namely, providing bond trustee and paying agent services; directed trustee services; trust services, namely, administration of real estate assets for trusts; real estate tax appraisal services; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; trust distribution, namely, distribution of trust income and/or principal to beneficiaries in accordance with the terms of the trust; administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans; employee benefits financial trust management; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; providing investment advisory and brokerage services via the telephone, mobile device, email, and personal interaction; providing information in the nature of financial advice, analysis, financial education information and guidance via telephone, mobile device, email, and personal interaction; investment advisory and brokerage services, namely, providing financial and investment information services by means of a call center

Filing History

CANCELLED SEC. 8 (6-YR)
Jun 6, 2025 C8..
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 27, 2023 REM1
REGISTERED-SUPPLEMENTAL REGISTER
Nov 27, 2018 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Oct 19, 2018 PREV
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Oct 19, 2018 AAUA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Oct 18, 2018 CNTA
USE AMENDMENT ACCEPTED
Oct 18, 2018 IUAA
EXAMINER'S AMENDMENT ENTERED
Oct 18, 2018 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Oct 18, 2018 GNEN
EXAMINERS AMENDMENT E-MAILED
Oct 18, 2018 GNEA
EXAMINERS AMENDMENT -WRITTEN
Oct 18, 2018 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 17, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 17, 2018 CRFA
AMENDMENT TO USE PROCESSING COMPLETE
Oct 17, 2018 AUPC
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Oct 17, 2018 CHAN
ASSIGNED TO LIE
Oct 15, 2018 ALIE
USE AMENDMENT FILED
Oct 2, 2018 IUAF
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 2, 2018 TROA
TEAS AMENDMENT OF USE RECEIVED
Oct 2, 2018 EAAU
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 2, 2018 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 2, 2018 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 8, 2018 GNRN
NON-FINAL ACTION E-MAILED
May 8, 2018 GNRT
NON-FINAL ACTION WRITTEN
May 8, 2018 CNRT
ASSIGNED TO EXAMINER
Apr 11, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 21, 2018 NWOS
NEW APPLICATION ENTERED
Feb 15, 2018 NWAP