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WEALTHGUIDE
Live/Registered
REGISTERED AND RENEWED

on 16 Mar 2021

Last Applicant/ Owned by

29 SAWYER ROAD

WALTHAM

MA

02453

Serial Number

77568321 filed on 11th Sep 2008

Registration Number

3800329 registered on 08th Jun 2010

in the Principal Register

Correspondent Address

Louis J. Franco

Louis J. Franco

250 ARBOR ST

LUNENBURG MA 01462-1458

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

WEALTHGUIDE

Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients' holdings and financial posit Read More

Classification Information


Class [036]
Insurance & Financial Services


Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives


First Use Date in General

16th Feb 2010

First Use Date in Commerce

16th Feb 2010

Class [042]
Computer & Software Services & Scientific Services


Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients' holdings and financial positions, and for conducting all client-based workflow, client-related communications management, and client-related task scheduling from one central location


First Use Date in General

16th Feb 2010

First Use Date in Commerce

16th Feb 2010

Mark Details


Serial Number

No 77568321

Mark Type

No Service Mark

Attorney Docket Number

No 2008-501

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
16th Mar 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
16th Mar 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
16th Mar 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
04th Feb 2021TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
05th Aug 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05th Aug 2020POST REGISTRATION ACTION MAILED - SEC. 8 & 9
08th Jun 2020TEAS SECTION 8 & 9 RECEIVED
25th Sep 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
10th Apr 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
20th Mar 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP