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WEALTHDNA
Live/Registered
REGISTERED AND RENEWED

on 24 Apr 2019

Last Applicant/ Owned by

59 Minebrook Road, Suite 201

Bedminster

US

NJ

07924

Serial Number

77096908 filed on 01st Feb 2007

Registration Number

3593642 registered on 24th Mar 2009

in the Principal Register

Correspondent Address

Jefferson F. Scher

Jefferson F. Scher

120 Constitution Dr

Menlo Park CA 94025

Filing Basis

1. use application currently

Disclaimer

NO DATA

WEALTHDNA

Estate planning; Financial portfolio management; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments

Classification Information


Class [036]
Insurance & Financial Services


Estate planning; Financial portfolio management; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments


First Use Date in General

09th Dec 2006

First Use Date in Commerce

09th Dec 2006

Mark Details


Serial Number

No 77096908

Mark Type

No Service Mark

Attorney Docket Number

No T-2097 US

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
24th Apr 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
24th Apr 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
24th Apr 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
24th Apr 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
21st Mar 2019TEAS SECTION 8 & 9 RECEIVED
24th Mar 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02th Apr 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02th Apr 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02th Apr 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
23rd Mar 2015TEAS SECTION 8 & 15 RECEIVED