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LPL FINANCIAL LLC

AW WEALTH STRATEGY WEALTH TEAM WEALTH PORTFOLIO WEALTH PROTECT WEALTH SERVICE WEALTH FOUNDATION PROCESS

AW WEALTH STRATEGY WEALTH TEAM WEALTH PORTFOLIO WEALTH PROTECT WEALTH SERVICE WEALTH FOUNDATION PROCESS
Dead/Cancelled
CANCELLED - SECTION 8

section 8

on 19 Jan 2024

Last Applicant/ Owned by

4707 EXECUTIVE DRIVE

SAN DIEGO

CA

92121

Serial Number

87207202 filed on 18th Oct 2016

Registration Number

5235664 registered on 04th Jul 2017

in the Principal Register

Correspondent Address

JOHN RABIL

LAUNCH

3405 Ridgemere Dr.

Henrico VA 23233

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

"WEALTH STRATEGY" "WEALTH TEAM" "WEALTH PORTFOLIO" "WEALTH PROTECT" "WEALTH SERVICE" "WEALTH FOUNDATION PROCESS"

AW WEALTH STRATEGY WEALTH TEAM WEALTH PORTFOLIO WEALTH PROTECT WEALTH SERVICE WEALTH FOUNDATION PROCESS

"WEALTH STRATEGY" "WEALTH TEAM" "WEALTH PORTFOLIO" "WEALTH PROTECT" "WEALTH SERVICE" "WEALTH FOUNDATION PROCESS" Color is not claimed as a feature of the mark. Financial analysis; Financial analysis and consultation; Financial consultation; Financial consulting; Financial information; Financial investment analysis and stock research; Financial management; Financial planning; Financial planning cRead More

Classification Information


Class [036]
Insurance & Financial Services


Financial analysis; Financial analysis and consultation; Financial consultation; Financial consulting; Financial information; Financial investment analysis and stock research; Financial management; Financial planning; Financial planning consultation; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Strategic financial advisory services


First Use Date in General

16th Sep 2011

First Use Date in Commerce

16th Sep 2011

Mark Details


Serial Number

No 87207202

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

07.07.25 -

Other exteriors and exterior parts of dwellings or buildings

07.09.02 -

Ancient temples and monuments or parts thereof

07.09.03 -

Columns

Description of Design Search

The mark consists of a Parthenon building style design, in the top of the building is a rounded square with the stylized letters "AW", in the middle there are five columns, in the columns appear stylized letters stating "Wealth Strategy", "Wealth Team", "Wealth Portfolio", "Wealth Protect", "Wealth Service", at the bottom of the building there are stylized letters stating "Wealth Foundation Process".

Legal History


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Status DateAction Taken
19th Jan 2024CANCELLED SEC. 8 (6-YR)
26th Jul 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04th Jul 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
04th Jul 2017REGISTERED-PRINCIPAL REGISTER
13th Jun 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
18th Apr 2017PUBLISHED FOR OPPOSITION
18th Apr 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
29th Mar 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08th Mar 2017APPROVED FOR PUB - PRINCIPAL REGISTER
25th Feb 2017TEAS/EMAIL CORRESPONDENCE ENTERED