Who owns the WEALTHFARE trademark?

The WEALTHFARE trademark is owned by Shepherd Financial Partners.

What class is the WEALTHFARE trademark registered in?

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

What is the serial number for WEALTHFARE?

The USPTO serial number for WEALTHFARE is 86133324.

What is the registration number for WEALTHFARE?

WEALTHFARE is registered under USPTO registration number 4736163.

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USPTO Trademark Record

REGISTERED

WEALTHFARE

SN 86133324·Reg 4736163·Filed Dec 03, 2013

Owner Shepherd Financial Partners

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

WEALTHFARE (Serial No. 86133324), Registration No. 4736163, is a registered US trademark filed on Dec 03, 2013 by Shepherd Financial Partners. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: May 14, 2035

Mark Intelligence

WEALTHFARE (Reg. #4736163) is a registered US trademark that has been protecting its owner, Shepherd Financial Partners, since 2013. 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 03, 2013

SERIAL

86133324

REG#

4736163

REGISTERED

May 12, 2015

Filing Information

StatusREGISTERED

Filing DateDec 03, 2013

Serial Number86133324

Registration No.4736163

Registration DateMay 12, 2015

Status DateJan 22, 2025

Published for OppositionApr 22, 2014

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 Accepted

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 27, 2015

First use in commerce: Feb 27, 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

35 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jan 22, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Jan 22, 2025

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Jan 22, 2025

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Jan 22, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

TEAS SECTION 8 & 9 RECEIVED

Sep 30, 2024

TEAS SECTION 8 & 9 RECEIVED

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

May 12, 2024

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

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Nov 20, 2020

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Nov 20, 2020

REGISTERED - SEC. 8 (6-YR) ACCEPTED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Nov 20, 2020

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 RECEIVED

Sep 10, 2020

TEAS SECTION 8 RECEIVED

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

May 12, 2020

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

REGISTERED-PRINCIPAL REGISTER

May 12, 2015

REGISTERED-PRINCIPAL REGISTER

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Apr 07, 2015

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Apr 07, 2015

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Apr 06, 2015

CASE ASSIGNED TO INTENT TO USE PARALEGAL

SOU EXTENSION 1 GRANTED

Apr 06, 2015

SOU EXTENSION 1 GRANTED

STATEMENT OF USE PROCESSING COMPLETE

Apr 06, 2015

STATEMENT OF USE PROCESSING COMPLETE

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Apr 06, 2015

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

TEAS PETITION TO REVIVE RECEIVED

Feb 27, 2015

TEAS PETITION TO REVIVE RECEIVED

PETITION TO REVIVE-GRANTED

Feb 27, 2015

PETITION TO REVIVE-GRANTED

SOU EXTENSION RECEIVED WITH TEAS PETITION

Feb 27, 2015

SOU EXTENSION RECEIVED WITH TEAS PETITION

NOTICE OF REVIVAL - E-MAILED

Feb 27, 2015

NOTICE OF REVIVAL - E-MAILED

TEAS STATEMENT OF USE RECEIVED

Feb 27, 2015

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Feb 27, 2015

USE AMENDMENT FILED

ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED

Jan 20, 2015

ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED

ABANDONMENT - NO USE STATEMENT FILED

Jan 19, 2015

ABANDONMENT - NO USE STATEMENT FILED

SOU EXTENSION 1 FILED

Dec 17, 2014

SOU EXTENSION 1 FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jun 17, 2014

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Apr 22, 2014

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 22, 2014

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 02, 2014

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 18, 2014

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Mar 15, 2014

ASSIGNED TO EXAMINER

NOTICE OF PSEUDO MARK E-MAILED

Dec 14, 2013

NOTICE OF PSEUDO MARK E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 13, 2013

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

WEALTHFARE

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