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CIRCLE WEALTH MANAGEMENT
Live/Registered
REGISTERED AND RENEWED

on 06 Apr 2023

Last Applicant/ Owned by

47 Maple Street, Suite 201

Summit

NJ

07901

Serial Number

85688984 filed on 27th Jul 2012

Registration Number

4405700 registered on 24th Sep 2013

in the Principal Register

Correspondent Address

L. Donald Prutzman

L. Donald Prutzman

900 Third Avenue

New York NY 10022

Filing Basis

1. use application currently

Disclaimer

NO DATA

CIRCLE WEALTH MANAGEMENT

Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial information; Financial information and advisory services; Financial portfolio management; Financial services, namely, wealth management services; Investment services, namely, asset acquisition, consultation, development and management services; Providing fi Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial information; Financial information and advisory services; Financial portfolio management; Financial services, namely, wealth management services; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial information; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; Providing investors with financial information


First Use Date in General

29th Dec 2006

First Use Date in Commerce

29th Dec 2006

Mark Details


Serial Number

No 85688984

Mark Type

No Service Mark

Attorney Docket Number

No 19816.01

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
06th Apr 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
06th Apr 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
06th Apr 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
06th Apr 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
26th Sep 2022TEAS SECTION 8 & 9 RECEIVED
24th Sep 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07th Oct 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
06th Oct 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06th Oct 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
25th Sep 2018TEAS SECTION 8 & 15 RECEIVED