TrademarkDir
WINTHROP WEALTH
LIVE

Serial Number

97770570

Owner

Winthrop Advisory Group, LLC

Attorney

Stacey C. Friends, Esq.

First Use Date

Mar 1, 2020

Filing Date

Jan 27, 2023

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WINTHROP WEALTH Trademark

Serial Number: 97770570 • Registration: 7410438

WINTHROP WEALTH is a trademark filed by Winthrop Advisory Group, LLC on January 27, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Winthrop Advisory Group, LLC (2 trademarks)

109 State Street, 2nd Floor
Boston, MA 02109

Entity Type: 16

Trademark Details

Filing Date

January 27, 2023

Registration Date

June 4, 2024

First Use Anywhere

March 1, 2020

First Use in Commerce

March 1, 2020

Goods & Services

Estate planning; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Investment management; Providing information about healthcare insurance plans

Business planning; Business succession planning; Tax and taxation planning, advice, information and consultancy services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jun 4, 2024 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Jun 4, 2024 R.SR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
May 2, 2024 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 1, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 1, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 1, 2024 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 15, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 15, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 15, 2024 REAP
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Jan 29, 2024 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Jan 29, 2024 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 2, 2023 GNRN
NON-FINAL ACTION E-MAILED
Nov 2, 2023 GNRT
NON-FINAL ACTION WRITTEN
Nov 2, 2023 CNRT
ASSIGNED TO EXAMINER
Oct 25, 2023 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 15, 2023 NWOS
NEW APPLICATION ENTERED
Jan 31, 2023 NWAP

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