CHARTERED WEALTH ADVISOR

J.j.b. Hilliard, W.l. Lyons, Llc

Application Filed: 2002-12-09

Trademark Application Details

Mark For: CHARTERED WEALTH ADVISOR® trademark registration is intended to cover the category of business planning and business succession planning. [all]

Status

2022-07-04 UTC

DEAD REGISTRATION Cancelled Invalidated

The trademark application was registered, but subsequently it was cancelled or invalidated and removed from the registry.

Research	OneLook Acronym Finder
Serial Number	76476162
Registration Number	2935594
Mark Literal Elements	CHARTERED WEALTH ADVISOR
Mark Drawing Type	1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)
Mark Type	SERVICE MARK
Standard Character Claim	No
Register	December 19, 2003
Current Location	PUBLICATION AND ISSUE SECTION 2005-03-22
Basis	1(a)
Class Status	SECTION 8 - CANCEL
Primary US Classes	100: Miscellaneous 101: Advertising and Business 102: Insurance and Financial
Primary International Class	035 - Primary Class (Advertising and business) Advertising; business management; business administration; office functions.
Filed Use	No
Current Use	Yes
Intent To Use	No
Filed ITU	Yes
44D Filed	No
44E Current	No
66A Current	No
Current Basis	No
No Basis	No
Cancellation Code	2
Attorney Docket Number	06373.0586
Law Office Assigned	M50
Employee Name	KEAM, ALEX S

Timeline

2002-12-09	Application Filed
2003-12-00	Date of First Use
2003-12-01	Date of First Use
2003-12-01	Date of Use In Commerce
2003-12-19	Amend to Register
2005-03-22	Location: PUBLICATION AND ISSUE SECTION
2005-03-22	Trademark Registered
2012-09-21	Cancelled
2012-09-21	Status: Dead/Cancelled
2012-09-21	Status: Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this
2018-07-08	Transaction Date

Trademark Parties (Applicants & Owners)

Party:	J.J.B. HILLIARD, W.L. LYONS, LLC
Address	500 WEST JEFFERSON STREET LOUISVILLE, KENTUCKY UNITED STATES 40202
Legal Entity Type	Limited Liability Company
Legal Entity State	No Place Where Organized Found

Documents

Application	IMAGE/TIFF	2002-12-09
Drawing	IMAGE/TIFF	2002-12-09
XSearch Search Summary		2003-06-18
Offc Action Outgoing		2003-06-20
Paper Correspondence Incoming		2003-09-24
Change of Address	IMAGE/TIFF	2003-12-15
Response to Office Action		2003-12-19
Offc Action Outgoing		2004-01-14
XSearch Search Summary		2004-01-14
Fax Incoming		2004-07-16
XSearch Search Summary		2004-08-11
Notice of Acceptance of AAU		2004-09-03
Registration Certificate		2005-03-22

Attorney of Record

Robert J. Pugh
The PNC Financial Services Group, Inc.
Mail Stop P1 POPP 21 1
249 Fifth Avenue
Pittsburgh PA 15222

Good, Services, and Codes

(CANCELLED)
IC 035. US 100 101 102. G & S: BUSINESS PLANNING AND BUSINESS SUCCESSION PLANNING. FIRST USE: 20031200. FIRST USE IN COMMERCE: 20031200(CANCELLED)
IC 036. US 100 101 102. G & S: FINANCIAL ADVISORY SERVICES, NAMELY, PROVIDING ADVICE ABOUT FINANCIAL INVESTMENTS, RETIREMENT PLANNING, ESTATE PLANNING, RISK MANAGEMENT, INSURANCE, FIDUCIARY ACTIVITIES, TRUSTS, AND CHARITABLE FUND GIVING. FIRST USE: 20031200. FIRST USE IN COMMERCE: 20031200

International Codes:	35
U.S. Codes:	100,101,102
International Codes:	36
U.S. Codes:	100,101,102

Type Code	Type
D10000	"WEALTH ADVISOR"

Trademark Filing History

Description	Date	Proceeding Number
CANCELLED SEC. 8 (6-YR)	2012-09-21
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP	2008-04-02
REGISTERED-SUPPLEMENTAL REGISTER	2005-03-22
LAW OFFICE PUBLICATION REVIEW COMPLETED	2004-09-23	74193
ASSIGNED TO LIE	2004-09-13	74193
USE AMENDMENT ACCEPTED	2004-09-02
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER	2004-09-02
AMENDMENT TO USE PROCESSING COMPLETE	2004-08-12
AMENDMENT FROM APPLICANT ENTERED	2004-07-28	77075
USE AMENDMENT FILED	2004-07-16
FAX RECEIVED	2004-07-16
CORRESPONDENCE RECEIVED IN LAW OFFICE	2004-07-16	77075
NON-FINAL ACTION MAILED	2004-01-20
TEAS RESPONSE TO OFFICE ACTION RECEIVED	2003-12-19
CORRESPONDENCE RECEIVED IN LAW OFFICE	2003-12-19
TEAS CHANGE OF CORRESPONDENCE RECEIVED	2003-12-15
UNRESPONSIVE/DUPLICATE PAPER RECEIVED	2003-09-24
NON-FINAL ACTION MAILED	2003-06-24
ASSIGNED TO EXAMINER	2003-06-17	75571

Similar Marks

Mark Image Registration \| Serial	Company Trademark Application Date
CHARTERED WEALTH ADVISOR 86338389 4703157 Live/Registered	J.J.B. Hilliard, W.L. Lyons, LLC 2014-07-16
CHARTERED WEALTH ADVISOR 78343255 3005214 Dead/Cancelled	J.J.B. HILLIARD, W.L. LYONS, LLC 2003-12-19
CHARTERED WEALTH ADVISOR 76476162 2935594 Dead/Cancelled	J.J.B. HILLIARD, W.L. LYONS, LLC 2002-12-09

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