USPTO trademark

WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT

RegisteredUSPTOWord and designClass 36

"WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT" is a word and design mark owned by L. J. Altfest & Co., Inc., filed at the USPTO on December 14, 2022. It is registered and covers class 36 (Insurance and Financial).

View L. J. Altfest & Co., Inc. portfolioGet this data via the API
Official USPTO record
WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT trademark as filed
As filed with the USPTO
Status
Registered
Since December 9, 2025
Filed
December 14, 2022
Registered
December 9, 2025
Expires
Not recorded
Application no.
97717689
Registration no.
8061225
Office
USPTO
United States Patent and Trademark Office
Mark type
Word and design
1 class
Ownership

Who owns WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

L. J. Altfest & Co., Inc.

New York, United States

7 trademarks in the portfolioView company

Representative

Caroline Boehm

Moses & Singer LLP

Goods and services

What the mark covers

The products and services WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT is filed for, grouped by Nice class.

  • Investment management and financial planning; personal financial planning and investment advisory services, namely, financial portfolio consultations; providing online information in the fields of personal finance, personal financial planning and investment, and financial portfolio management

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of registration confirmation emailed
  2. Registered-principal register
  3. Notice of acceptance of statement of use e-mailed
  4. Allowed principal register - sou accepted
  5. Notice of approval of extension request e-mailed
  6. Statement of use processing complete
  7. Sou extension 2 granted
  8. Case assigned to intent to use paralegal
  9. Use amendment filed
  10. Sou teas extension received

10 earlier steps on the official record.

FAQ

About WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT

Who owns the trademark "WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT"?

The USPTO trademark "WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT" (application 97717689) is owned by L. J. Altfest & Co., Inc.

What is the status of "WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT"?

Its status at the USPTO is: registered.

When was "WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT" registered?

It was registered on December 9, 2025.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2b33-a9aa-7499-b712-08e5b086c11b
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2b33-a9aa-7499-b712-08e5b086c11b",
  "object": "trademark",
  "mark_text": "WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "97717689",
  "filing_date": "2022-12-14",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "L. J. ALTFEST & CO., INC.",
      "entity_id": "ent_019ee959-f700-7219-8907-99d73497d310"
    }
  ]
}