WEALTH ADVISOR ALLIANCE
Live / Registered — Registered — Section 8 accepted (as of 29 Mar 2025)
What this means for you
Registered since 25 Sept 2018. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 25 Sept 2028: the §8 & §9 renewal).
Record
- Serial number
- 87799009
- Registration number
- 5572426
- Mark type
- Word mark
- Filed
- 15 Feb 2018
- Registered
- 25 Sept 2018
- Next maintenance filing
- §8 & §9 renewal, due by 25 Sept 2028 (grace period to 25 Mar 2029)
- Attorney of record
- Jaclyne D. Wallace
Goods and services
- Class 035 — Advertising and business services: Providing office support staff services and business services in the nature of providing office functions for others in the financial and wealth advisors, investments, estate planning, taxes, and insurance industries
- Class 036 — Insurance and financial services: Providing an internet website portal for advisors and clients featuring financial information regarding current performance and archived performance statements, and reports on performance, analytics, and gain reporting
- Class 041 — Education and entertainment services: Business education and training services, namely, coaching programs on marketing in the fields of financial and wealth advisors
Owner
- Forum Financial Management, LP, Lombard, IL, US
- Forum Financial Management, LP, Lombard, IL, US
- Forum Financial Management, LP, Lombard, IL, US
- Forum Financial Management, LP, Lombard, IL, US
Prosecution history
- 29 Mar 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 29 Mar 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 29 Mar 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Aug 2024 — TEAS SECTION 8 RECEIVED
- 25 Sept 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 06 Jul 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 06 Jul 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 06 Jul 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 06 Jul 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 06 Jul 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 25 Sept 2018 — REGISTERED-SUPPLEMENTAL REGISTER
- 20 Aug 2018 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 09 Aug 2018 — ASSIGNED TO LIE
- 25 Jul 2018 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 20 Jul 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED