TrademarkDir
WERTHEIM & CO.
LIVE

Serial Number

98782798

Owner

MARSHAK, CRAIG J.

Attorney

RUSSELL WILLIAMS

First Use Date

Jan 31, 2025

Filing Date

Oct 2, 2024

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WERTHEIM & CO. Trademark

Serial Number: 98782798 • Registration: 8153971

WERTHEIM & CO. is a trademark filed by MARSHAK, CRAIG J. on October 2, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

MARSHAK, CRAIG J. (3 trademarks)

1385 PARK STREET
ATLANTIC BEACH, NY 11509

Entity Type: 01

Trademark Details

Filing Date

October 2, 2024

Registration Date

February 24, 2026

First Use Anywhere

January 31, 2025

First Use in Commerce

January 31, 2025

Published for Opposition

May 20, 2025

Goods & Services

Financial services, namely, raising money for the hedge funds of others; Financial advice and consultancy services; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, FINANCIAL ASSET MANAGEMENT; Financial consultancy services; Financial consulting services, namely, expert analysis in finance; Financial planning and investment advisory services; Hedge fund investment services; Hedge fund management; Providing financial advisory services; Providing financial consultation services to CLIENTS; Strategic financial advisory services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Feb 24, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Feb 24, 2026 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Feb 2, 2026 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Feb 2, 2026 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jan 31, 2026 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jan 31, 2026 AITU
USE AMENDMENT FILED
Jul 25, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
Jul 25, 2025 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jul 15, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 20, 2025 NPUB
PUBLISHED FOR OPPOSITION
May 20, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 14, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 17, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Apr 17, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Apr 17, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Apr 17, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Apr 17, 2025 CNEA
ASSIGNED TO EXAMINER
Apr 10, 2025 DOCK
ASSIGNED TO EXAMINER
Apr 9, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 8, 2025 NWOS
NEW APPLICATION ENTERED
Oct 2, 2024 NWAP

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