Who owns the WEALTH DESIGN PROCESS trademark?

The WEALTH DESIGN PROCESS trademark is owned by Capital Income Advisors, LLC.

What class is the WEALTH DESIGN PROCESS trademark registered in?

The WEALTH DESIGN PROCESS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for WEALTH DESIGN PROCESS?

The USPTO serial number for WEALTH DESIGN PROCESS is 86717031.

What is the registration number for WEALTH DESIGN PROCESS?

WEALTH DESIGN PROCESS is registered under USPTO registration number 4958833.

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WEA

USPTO Trademark Record

REGISTERED

WEALTH DESIGN PROCESS

SN 86717031·Reg 4958833·Filed Aug 06, 2015

Owner Capital Income Advisors, LLC

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

WEALTH DESIGN PROCESS (Serial No. 86717031), Registration No. 4958833, is a registered US trademark filed on Aug 06, 2015 by Capital Income Advisors, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

renewal grace 10y period: November 17, 202660 days remaining

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Mark Intelligence

WEALTH DESIGN PROCESS (Reg. #4958833) is a registered US trademark that has been protecting its owner, Capital Income Advisors, LLC, since 2015. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Aug 06, 2015

SERIAL

86717031

REG#

4958833

REGISTERED

May 17, 2016

Filing Information

StatusREGISTERED

Filing DateAug 06, 2015

Serial Number86717031

Registration No.4958833

Registration DateMay 17, 2016

Status DateJun 18, 2022

Published for OppositionMar 01, 2016

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jul 17, 2015

First use in commerce: Jul 17, 2015

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

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

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Status History

34 events

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

May 17, 2025

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 18, 2022

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jun 18, 2022

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jun 18, 2022

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

Jan 10, 2022

TEAS SECTION 8 & 15 RECEIVED

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

Aug 25, 2021

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 25, 2021

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Aug 25, 2021

TEAS CHANGE OF CORRESPONDENCE RECEIVED

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

May 17, 2021

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

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

Feb 13, 2020

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 13, 2020

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

REGISTERED-PRINCIPAL REGISTER

May 17, 2016

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Mar 01, 2016

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 01, 2016

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Feb 10, 2016

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

LAW OFFICE PUBLICATION REVIEW COMPLETED

Jan 26, 2016

LAW OFFICE PUBLICATION REVIEW COMPLETED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jan 19, 2016

APPROVED FOR PUB - PRINCIPAL REGISTER

PREVIOUS ALLOWANCE COUNT WITHDRAWN

Jan 11, 2016

PREVIOUS ALLOWANCE COUNT WITHDRAWN

EXAMINERS AMENDMENT -WRITTEN

Jan 11, 2016

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Jan 11, 2016

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jan 11, 2016

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Jan 11, 2016

EXAMINER'S AMENDMENT ENTERED

WITHDRAWN FROM PUB - OG REVIEW QUERY

Jan 05, 2016

WITHDRAWN FROM PUB - OG REVIEW QUERY

LAW OFFICE PUBLICATION REVIEW COMPLETED

Dec 21, 2015

LAW OFFICE PUBLICATION REVIEW COMPLETED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Dec 15, 2015

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Dec 15, 2015

TEAS/EMAIL CORRESPONDENCE ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Dec 15, 2015

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO LIE

Dec 14, 2015

ASSIGNED TO LIE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Dec 01, 2015

TEAS RESPONSE TO OFFICE ACTION RECEIVED

NON-FINAL ACTION WRITTEN

Nov 24, 2015

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Nov 24, 2015

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Nov 24, 2015

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Nov 18, 2015

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Aug 11, 2015

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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