TrademarkDir
WEALTHVEST
LIVE

Serial Number

77799585

Owner

WEALTHVEST LLC

Attorney

Antoinette M. Tease

First Use Date

Jun 24, 2010

Filing Date

Aug 7, 2009

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WEALTHVEST Trademark

Serial Number: 77799585 • Registration: 3861863

WEALTHVEST is a trademark filed by WEALTHVEST LLC on August 7, 2009. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

WEALTHVEST LLC (10 trademarks)

2485 MANLEY ROAD, SUITE A
BOZEMAN, MT 59715

Entity Type: 16

Wealthvest Marketing, Inc. (24 trademarks)

450 Sansome Street, Suite 650
San Francisco, CA 94111

Entity Type: 03

Advisors Insight Corp. (2 trademarks)

1007 East Main Street, Suite 101
Bozeman, MT 59715

Entity Type: 03

Trademark Details

Filing Date

August 7, 2009

Registration Date

October 12, 2010

First Use Anywhere

June 24, 2010

First Use in Commerce

June 24, 2010

Published for Opposition

March 30, 2010

Goods & Services

Guaranteed rate financial investment brokerage; fixed and variable life insurance brokerage; issuance and administration of fixed and variable annuities

Business consulting services relating to strategy, marketing, production and retail sales of annuities, insurance and guaranteed rate investment products

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Oct 1, 2025 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
May 23, 2020 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
May 23, 2020 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
May 23, 2020 89AG
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
May 23, 2020 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
May 19, 2020 PR89
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 19, 2020 APRE
TEAS SECTION 8 & 9 RECEIVED
Mar 11, 2020 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Oct 12, 2019 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 10, 2015 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 10, 2015 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 10, 2015 APRE
TEAS SECTION 8 & 15 RECEIVED
Oct 15, 2015 E815
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 15, 2015 TCCA
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Nov 9, 2011 ASGN
REGISTERED-PRINCIPAL REGISTER
Oct 12, 2010 R.PR
ASSIGNED TO EXAMINER
Sep 10, 2010 DOCK
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Sep 10, 2010 SUNA
LAW OFFICE REGISTRATION REVIEW COMPLETED
Sep 9, 2010 REGV
ASSIGNED TO LIE
Sep 8, 2010 ALIE
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Aug 31, 2010 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jul 20, 2010 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 20, 2010 AITU
USE AMENDMENT FILED
Jun 28, 2010 IUAF
TEAS STATEMENT OF USE RECEIVED
Jun 28, 2010 EISU
NOA MAILED - SOU REQUIRED FROM APPLICANT
May 25, 2010 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 30, 2010 NPUB
PUBLISHED FOR OPPOSITION
Mar 30, 2010 PUBO
LAW OFFICE PUBLICATION REVIEW COMPLETED
Feb 25, 2010 PREV
ASSIGNED TO LIE
Feb 24, 2010 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 28, 2010 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 22, 2010 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 22, 2010 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 22, 2010 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 12, 2009 GNRN
NON-FINAL ACTION E-MAILED
Nov 12, 2009 GNRT
NON-FINAL ACTION WRITTEN
Nov 12, 2009 CNRT
ASSIGNED TO EXAMINER
Nov 12, 2009 DOCK
NOTICE OF PSEUDO MARK MAILED
Aug 12, 2009 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 11, 2009 NWOS
NEW APPLICATION ENTERED
Aug 11, 2009 NWAP

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