Who owns the WEALTH ADVISOR ALLIANCE trademark?

The WEALTH ADVISOR ALLIANCE trademark is owned by Forum Financial Management, LP.

What is the serial number for WEALTH ADVISOR ALLIANCE?

The USPTO serial number for WEALTH ADVISOR ALLIANCE is 87799009.

What is the registration number for WEALTH ADVISOR ALLIANCE?

WEALTH ADVISOR ALLIANCE is registered under USPTO registration number 5572426.

WEA

USPTO Trademark Record

REGISTERED

WEALTH ADVISOR ALLIANCE

Q: What class is the WEALTH ADVISOR ALLIANCE trademark registered in?

The WEALTH ADVISOR ALLIANCE trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

SN 87799009·Reg 5572426·Filed Feb 15, 2018

Owner Forum Financial Management, LP

Advertising; business management, organization and administration; office functions.; Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; entertainment; sporting and cultural activities.

WEALTH ADVISOR ALLIANCE (Serial No. 87799009), Registration No. 5572426, is a registered US trademark filed on Feb 15, 2018 by Forum Financial Management, LP. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

Section 8/9 declaration window: September 25, 2028

Mark Intelligence

WEALTH ADVISOR ALLIANCE (Reg. #5572426) is a registered US trademark that has been protecting its owner, Forum Financial Management, LP, since 2018. The mark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services) and Class 041 (Education & entertainment services) respectively. Goods and services include Advertising; business management, organization and administration; office functions.; Financial, monetary and banking se....

FILED

Feb 15, 2018

SERIAL

87799009

REG#

5572426

REGISTERED

Sep 25, 2018

Owner

Applicant

Forum Financial Management, LP

Entity

Limited Partnership

State

Address

1900 South Highland Ave., Suite 100, Lombard, IL, 60148

Country

Attorney

NameJaclyne D. Wallace

Law firm

Jaclyne D. Wallace Foley & Lardner LLP

Docket

136476-0105

Address

321 North Clark Street, Suite 3000, Chicago, IL 60654-4762, United States

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Filing Information

StatusREGISTERED

Filing DateFeb 15, 2018

Serial Number87799009

Registration No.5572426

Registration DateSep 25, 2018

Status DateMar 29, 2025

Next RenewalSeptember 25, 2028

Mark TypeStandard characters

Attorney Docket136476-0105

Status DescriptionLive and registered, Section 8 accepted

Filing Signals

FILED

2018

YEARS AGO

CLASSES

MADRID FILINGS

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Dec 31, 2012

First use in commerce: Dec 31, 2012

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 31, 2012

First use in commerce: Dec 31, 2012

Financial, monetary and banking services; insurance services; real estate services.

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: Dec 31, 2012

First use in commerce: Dec 31, 2012

Education; providing of training; entertainment; sporting and cultural activities.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

23 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Mar 29, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Mar 29, 2025

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Mar 29, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

TEAS SECTION 8 RECEIVED

Aug 27, 2024

TEAS SECTION 8 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Sep 25, 2023

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jul 06, 2023

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jul 06, 2023

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jul 06, 2023

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jul 06, 2023

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jul 06, 2023

TEAS CHANGE OF OWNER ADDRESS RECEIVED

REGISTERED-SUPPLEMENTAL REGISTER

Sep 25, 2018

REGISTERED-SUPPLEMENTAL REGISTER

LAW OFFICE PUBLICATION REVIEW COMPLETED

Aug 20, 2018

LAW OFFICE PUBLICATION REVIEW COMPLETED

ASSIGNED TO LIE

Aug 09, 2018

ASSIGNED TO LIE

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Jul 25, 2018

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Jul 20, 2018

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jul 19, 2018

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jul 19, 2018

CORRESPONDENCE RECEIVED IN LAW OFFICE

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 13, 2018

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NON-FINAL ACTION E-MAILED

Jun 13, 2018

NON-FINAL ACTION E-MAILED

NON-FINAL ACTION WRITTEN

Jun 13, 2018

NON-FINAL ACTION WRITTEN

ASSIGNED TO EXAMINER

May 31, 2018

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 23, 2018

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Feb 19, 2018

NEW APPLICATION ENTERED

WEALTH ADVISOR ALLIANCE

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Other Marks by Forum Financial Management, LP

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