TrademarkDir
WEALTHGUIDE
LIVE

Serial Number

77568321

Owner

ADVISOR360, LLC

Attorney

Daniel Hwang

First Use Date

Feb 16, 2010

Filing Date

Sep 11, 2008

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WEALTHGUIDE Trademark

Serial Number: 77568321 • Registration: 3800329

WEALTHGUIDE is a trademark filed by ADVISOR360, LLC on September 11, 2008. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

ADVISOR360, LLC (21 trademarks)

133 BOSTON POST ROAD
WESTON, MA 02493

Entity Type: 16

COMMONWEALTH EQUITY SERVICES, LLC (29 trademarks)

29 SAWYER ROAD
WALTHAM, MA 02453

Entity Type: 16

COMMONWEALTH EQUITY SERVICES, INC.

29 Sawyer Road
Waltham, MA 02453

Entity Type: 03

Commonwealth Equity Services, LLP

29 Sawyer Road
Waltham, MA 01462

Entity Type: 99

Trademark Details

Filing Date

September 11, 2008

Registration Date

June 8, 2010

First Use Anywhere

February 16, 2010

First Use in Commerce

February 16, 2010

Published for Opposition

July 7, 2009

Goods & Services

Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients' holdings and financial positions, and for conducting all client-based workflow, client-related communications management, and client-related task scheduling from one central location

Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Feb 17, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 17, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 17, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 17, 2026 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Mar 16, 2021 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Mar 16, 2021 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Mar 16, 2021 89AG
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Feb 4, 2021 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Aug 5, 2020 PR89
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 5, 2020 APRE
TEAS SECTION 8 & 9 RECEIVED
Jun 8, 2020 E89R
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 25, 2019 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Apr 10, 2019 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 20, 2019 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Feb 10, 2017 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Feb 10, 2017 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 10, 2017 APRE
TEAS SECTION 8 & 15 RECEIVED
Dec 4, 2016 E815
REGISTERED-PRINCIPAL REGISTER
Jun 8, 2010 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
May 5, 2010 SUNA
LAW OFFICE REGISTRATION REVIEW COMPLETED
May 4, 2010 REGV
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 3, 2010 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Apr 15, 2010 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 15, 2010 AITU
USE AMENDMENT FILED
Mar 29, 2010 IUAF
TEAS STATEMENT OF USE RECEIVED
Mar 29, 2010 EISU
NOA MAILED - SOU REQUIRED FROM APPLICANT
Sep 29, 2009 NOAM
PUBLISHED FOR OPPOSITION
Jul 7, 2009 PUBO
NOTICE OF PUBLICATION
Jun 17, 2009 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jun 3, 2009 PREV
ASSIGNED TO LIE
Jun 3, 2009 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 2, 2009 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 13, 2009 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 13, 2009 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 13, 2009 TROA
NON-FINAL ACTION MAILED
Nov 18, 2008 CNRT
NON-FINAL ACTION WRITTEN
Nov 18, 2008 CNRT
ASSIGNED TO EXAMINER
Nov 12, 2008 DOCK
NOTICE OF PSEUDO MARK MAILED
Sep 17, 2008 MPMK
NEW APPLICATION ENTERED
Sep 16, 2008 NWAP

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