CHARTERED WEALTH ADVISOR Trademark Information

Trademark by J.J.B. HILLIARD, W.L. LYONS, LLC

Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Business planning; Business succession planning

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment servic...

Classification Information

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Primary Class: Class Details:
Class (035)
Advertising; business management; business administration; office functions.
First Use Anywhere:: 12/1/2003
First Use In Commerce: 12/1/2003
Class (036)
Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere:: 12/1/2003
First Use In Commerce: 12/1/2003
General Information
Word mark: CHARTERED WEALTH ADVISOR
Status/Status Date:
REGISTERED
3/17/2015
Estimated Renewal Deadline: March 17, 2021
Serial Number: 86338389
Filing Date: 7/16/2014
Registration Number: 4703157
Registration Date: 3/17/2015
Goods and Services: Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Business planning; Business succession planning
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: 12/30/2014
Last Applicant/Owner:
J.J.B. HILLIARD, W.L. LYONS, LLC
Louisville, KY 40202
Mark Drawing Code: Standard Character Mark
Design Search:
(NO DATA)
Register Type: Principal
Disclaimer: ("WEALTH ADVISOR")
Correspondent:
BOB DONALD, LAWYER PLLC
PO BOX 1342
PROSPECT, KY 40059-1342
Current Status:
REGISTERED
3/17/2015
Correspondent Search:
ROBERT A. DONALD, III is a correspondent of CHARTERED WEALTH ADVISOR trademark.
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