WEALTH REALM Trademark Information

Wealth Realm, LLC

Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment ...

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Words that describe this mark

advice   relating   investments   financial   investment   services       asset   investment   acquisition     consultation     advisory   development   financial   investment   services       management   brokerage   fields   stocks    

This is a brand page for the WEALTH REALM trademark by Wealth Realm, LLC  in Tavares, FL, 32778.

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On Tuesday, October 20, 2015, a U.S. federal trademark registration was filed for WEALTH REALM. The USPTO has given the WEALTH REALM trademark serial number of 86793925. The current federal status of this trademark filing is REGISTERED. The correspondent listed for WEALTH REALM is WEALTH REALM, LLC of WEALTH REALM, LLC, 1400 KELLOGG DR., TAVARES, FL 32778 . The WEALTH REALM trademark is filed in the category of Insurance & Financial Services . The description provided to the USPTO for WEALTH REALM is Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services.

Word mark: WEALTH REALM
Status/Status Date:
REGISTERED
9/20/2016
Serial Number: 86793925
Filing Date: 10/20/2015
Registration Number: 5046924
Registration Date: 9/20/2016
Goods and Services: Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: 4/19/2016
Last Applicant/Owner: Wealth Realm, LLC
Tavares, FL 32778
Mark Drawing Code: Standard Character Mark
Design Search: (NO DATA)
Register Type: Principal
Disclaimer: ("WEALTH")
Correspondent:
WEALTH REALM, LLC
1400 KELLOGG DR.
TAVARES, FL 32778

Classification Information

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

Primary Class: Class Details:
Class (036)
Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere: : 1/5/2016
First Use In Commerce: 1/20/2016

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Current Trademark Status:
9/20/2016
REGISTERED
Correspondent Search:

WEALTH REALM, LLC is a correspondent of WEALTH REALM trademark.

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