TrademarkDir
WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT
LIVE

Serial Number

97717689

Owner

L.J. Altfest & Co., Inc.

Attorney

Caroline Boehm

First Use Date

Dec 10, 2024

Filing Date

Dec 14, 2022

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WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT Trademark

Serial Number: 97717689 • Registration: 8061225

WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT is a trademark filed by L.J. Altfest & Co., Inc. on December 14, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

L.J. Altfest & Co., Inc. (7 trademarks)

445 Park Avenue
New York, NY 10022

Entity Type: 03

Trademark Details

Filing Date

December 14, 2022

Registration Date

December 9, 2025

First Use Anywhere

December 10, 2024

First Use in Commerce

December 10, 2024

Published for Opposition

April 2, 2024

Goods & Services

Investment management and financial planning; personal financial planning and investment advisory services, namely, financial portfolio consultations; providing online information in the fields of personal finance, personal financial planning and investment, and financial portfolio management

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Dec 9, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Dec 9, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Nov 19, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Nov 19, 2025 CNPR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Oct 29, 2025 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Oct 28, 2025 SUPC
SOU EXTENSION 2 GRANTED
Oct 28, 2025 EX2G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 28, 2025 AITU
USE AMENDMENT FILED
Jun 1, 2025 IUAF
SOU TEAS EXTENSION RECEIVED
Jun 1, 2025 EEXT
TEAS STATEMENT OF USE RECEIVED
Jun 1, 2025 EISU
SOU EXTENSION 2 FILED
May 31, 2025 EXT2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 14, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 14, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 14, 2025 REAP
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Nov 25, 2024 EXRA
SOU EXTENSION 1 GRANTED
Nov 25, 2024 EX1G
SOU EXTENSION 1 FILED
Nov 25, 2024 EXT1
SOU TEAS EXTENSION RECEIVED
Nov 25, 2024 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 4, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 2, 2024 NPUB
PUBLISHED FOR OPPOSITION
Apr 2, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 13, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 22, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Feb 16, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 16, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 16, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 16, 2024 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 20, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 19, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 19, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 17, 2023 GNRN
NON-FINAL ACTION E-MAILED
Nov 17, 2023 GNRT
NON-FINAL ACTION WRITTEN
Nov 17, 2023 CNRT
EXAMINER'S AMENDMENT ENTERED
Oct 13, 2023 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Oct 13, 2023 GNEN
EXAMINERS AMENDMENT E-MAILED
Oct 13, 2023 GNEA
EXAMINERS AMENDMENT -WRITTEN
Oct 13, 2023 CNEA
ASSIGNED TO EXAMINER
Sep 18, 2023 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jan 12, 2023 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 11, 2023 NWOS
NEW APPLICATION ENTERED
Dec 17, 2022 NWAP

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