What is the registration number for WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT?

WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT is registered under USPTO registration number 8061225.

WEA

USPTO Trademark Record

REGISTERED

WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT

Q: Who owns the WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT trademark?

The WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT trademark is owned by L. J. ALTFEST & CO., INC..

Q: What class is the WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT trademark registered in?

The WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT trademark is registered in Class 036 (Insurance, financial & real estate services).

Q: What is the serial number for WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT?

The USPTO serial number for WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT is 97717689.

SN 97717689·Reg 8061225·Filed Dec 14, 2022

Owner L. J. ALTFEST & CO., INC.

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

WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT (Serial No. 97717689), Registration No. 8061225, is a registered US trademark filed on Dec 14, 2022 by L. J. ALTFEST & CO., INC.. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: December 09, 2031

Mark Intelligence

WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT (Reg. #8061225) is a registered US trademark that has been protecting its owner, L. J. ALTFEST & CO., INC., since 2022. 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

Dec 14, 2022

SERIAL

97717689

REG#

8061225

REGISTERED

Dec 09, 2025

Owner

Applicant

L. J. ALTFEST & CO., INC.

Entity

Corporation

State

Address

6th Floor, 445 Park Avenue, New York, NY, 10022

Country

Attorney

NameCaroline Boehm

Law firm

Caroline Boehm MOSES & SINGER LLP

Address

2 Park Avenue, NEW YORK, NY 10016, United States

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Filing Information

StatusREGISTERED

Filing DateDec 14, 2022

Serial Number97717689

Registration No.8061225

Registration DateDec 09, 2025

Status DateDec 09, 2025

Published for OppositionApr 02, 2024

Mark TypeDesign with words

Status DescriptionLive and registered

Filing Signals

FILED

2022

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 10, 2024

First use in commerce: Dec 10, 2024

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.

Status History

42 events

REGISTERED-PRINCIPAL REGISTER

Dec 09, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Dec 09, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Nov 19, 2025

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Nov 19, 2025

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Oct 29, 2025

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Oct 28, 2025

CASE ASSIGNED TO INTENT TO USE PARALEGAL

SOU EXTENSION 2 GRANTED

Oct 28, 2025

SOU EXTENSION 2 GRANTED

STATEMENT OF USE PROCESSING COMPLETE

Oct 28, 2025

STATEMENT OF USE PROCESSING COMPLETE

SOU TEAS EXTENSION RECEIVED

Jun 01, 2025

SOU TEAS EXTENSION RECEIVED

TEAS STATEMENT OF USE RECEIVED

Jun 01, 2025

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Jun 01, 2025

USE AMENDMENT FILED

SOU EXTENSION 2 FILED

May 31, 2025

SOU EXTENSION 2 FILED

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

Feb 14, 2025

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 14, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 14, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

SOU TEAS EXTENSION RECEIVED

Nov 25, 2024

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 1 FILED

Nov 25, 2024

SOU EXTENSION 1 FILED

SOU EXTENSION 1 GRANTED

Nov 25, 2024

SOU EXTENSION 1 GRANTED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Nov 25, 2024

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jun 04, 2024

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Apr 02, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 02, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 13, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 22, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

Feb 16, 2024

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Feb 16, 2024

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Feb 16, 2024

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Feb 16, 2024

EXAMINER'S AMENDMENT ENTERED

TEAS/EMAIL CORRESPONDENCE ENTERED

Jan 20, 2024

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jan 19, 2024

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jan 19, 2024

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Nov 17, 2023

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Nov 17, 2023

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Nov 17, 2023

NOTIFICATION OF NON-FINAL ACTION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Oct 13, 2023

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Oct 13, 2023

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Oct 13, 2023

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Oct 13, 2023

EXAMINER'S AMENDMENT ENTERED

ASSIGNED TO EXAMINER

Sep 18, 2023

ASSIGNED TO EXAMINER

NOTICE OF DESIGN SEARCH CODE E-MAILED

Jan 12, 2023

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jan 11, 2023

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Dec 17, 2022

NEW APPLICATION ENTERED

WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT

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