COMMONWEALTH EQUITY SERVICES, LLP logo

COMMONWEALTH EQUITY SERVICES, LLP

6 Marks
Other
First Filed:Oct 20, 2004Latest Filed:Aug 1, 2008Address:29 Sawyer Road, Waltham, MA 02453

Portfolio Overview

Previous
14

Top Classes

Class 36
Insurance, Financial Services & Real Estate
4(67%)
Class 35
Advertising, Business Services & Retail
2(33%)
Class 42
Software, IT Services & Scientific Research
1(17%)

TTAB Proceedings

Proceedings
1
As Plaintiff
0(0%)
As Defendant
1(100%)
Extensions of Time
2

Top Firms

Loading...

Trademark Portfolio

20 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
RIA ONLY DOES NOT MEAN RIA ALONE
RIA ONLY DOES NOT MEAN RIA ALONE
Service Mark
Word
ABANDONED
Owner:
Serial:77536976
Filed:Aug 1, 2008
Classes:35
PPS
PPS
Service Mark
Word
ABANDONED
Owner:
Serial:77199637
Filed:Jun 6, 2007
Classes:36
PREFERRED PORTFOLIO SERVICES
PREFERRED PORTFOLIO SERVICES
Service Mark
Word
REGISTERED
Owner:
Serial:77199799
Filed:Jun 6, 2007
Classes:36
Registration:3900930
Registered:Jan 4, 2011
Description: Investment brokerage and insurance brokerage services; providing investment, financial and insurance management advice; and financial planning and financial consulting services
WEALTHMANAGER360
WEALTHMANAGER360
Service Mark
Word
ABANDONED
Owner:
Serial:78945217
Filed:Aug 4, 2006
Classes:36, 42
Description: Class 36: Providing a limited-access on-line database in the field of finance for use by financial account representatives, accountants, lawyers, and other authorized persons with a fiduciary duty to a common client and from which, to which, and through which such authorized persons can download, upload view and/or annotate documents related to a common client's asset holdings, liabilities, financial positions, monetary and securities accounts, estate plans, insurance policies, tax-related documents, financial plans and trust documents
Class 42: Providing, on a limited and secure basis to authorized third parties, temporary use of non-downloadable computer software for uploading, downloading, viewing and/or annotating documents relating to a common client's financial positions, monetary and security accounts, estate plans, asset holdings, insurance policies, tax related documents, financial plans and trust documents
ADVISOR360
ADVISOR360
Service Mark
Word
ABANDONED
Owner:
Serial:78594625
Filed:Mar 24, 2005
Classes:36
COMMONWEALTH FINANCIAL NETWORK ANYTHING BUT COMMON
COMMONWEALTH FINANCIAL NETWORK ANYTHING BUT COMMON
Service Mark
Word
CANCELLED
Owner:
Serial:78502681
Filed:Oct 20, 2004
Classes:35
Registration:3245383
Registered:May 22, 2007
Description: "FINANCIAL NETWORK"
COMMONWEALTH CARES
COMMONWEALTH CARES
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:85437777
Filed:Oct 3, 2011
Classes:35, 36
Registration:4786057
Registered:Aug 4, 2015
Description: Class 35: Charitable services, namely, coordination of non-monetary contributions to charities and non-profits; charitable services, namely, organizing and conducting volunteer programs and community services projects
Class 36: Accepting and administering monetary charitable contributions; philanthropic services concerning monetary donations; charitable fundraising services
1-CLICK REVIEW
1-CLICK REVIEW
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:85255460
Filed:Mar 2, 2011
Classes:36
Registration:4365132
Registered:Jul 9, 2013
Description: Providing an investment advisory database to financial advisors for the purpose of review and generation of consolidated, household financial reports in the field of stocks, securities and financial planning, none of the foregoing being related to consumer payments
COMMUNITY LINK
COMMUNITY LINK
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:85245640
Filed:Feb 18, 2011
Classes:36
Registration:4287491
Registered:Feb 12, 2013
Description: Providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, and other authorized persons; providing indexed and classified financial market information, securities quotes, financial news stories, and providing professional financial information and professional financial research on a limited basis to securities brokers, account representatives, and other authorized persons
YOUR COMPLETE FINANCIAL LIFE
YOUR COMPLETE FINANCIAL LIFE
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:77924378
Filed:Jan 31, 2010
Classes:36, 42
Registration:4234369
Registered:Oct 30, 2012
Description: Class 36: PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A SECURE BASIS TO SUBSCRIBING CLIENTS
Class 42: PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE FOR VIEWING CLIENT ACCOUNT DATA TO FACILITATE CLIENTS' ANALYSES OF HOLDINGS AND FINANCIAL POSITIONS; PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE TO CLIENTS FOR VIEWING AND ANALYZING FINANCIAL-BASED DATA
ADVISOR360
ADVISOR360
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:77862449
Filed:Nov 2, 2009
Classes:36, 42
Registration:3892041
Registered:Dec 21, 2010
Description: PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS | 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, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION
WEALTHGUIDE
WEALTHGUIDE
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:77568321
Filed:Sep 11, 2008
Classes:36, 42
Registration:3800329
Registered:Jun 8, 2010
Description: 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 positions, and for conducting all client-based workflow, client-related communications management, and client-related task scheduling from one central location
PRACTICE360
PRACTICE360
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:78866448
Filed:Apr 21, 2006
Classes:36, 42
Registration:3354120
Registered:Dec 11, 2007
Description: Class 36: PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES
Class 42: 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 POSITION, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION
INVESTOR360
INVESTOR360
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:78594642
Filed:Mar 24, 2005
Classes:36, 42
Registration:3262418
Registered:Jul 10, 2007
Description: PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A SECURE BASIS TO SUBSCRIBING CLIENTS | PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE FOR VIEWING CLIENT ACCOUNT DATA TO FACILITATE CLIENTS' ANALYSES OF HOLDINGS AND FINANCIAL POSITIONS
78502665
78502665
Service Mark
Design
Previous
REGISTERED
Owner:
Serial:78502665
Filed:Oct 20, 2004
Classes:35
Registration:3197408
Registered:Jan 9, 2007
Description: ADVISORY SERVICES RELATING TO BUSINESS OPERATIONS; AND BUSINESS DEVELOPMENT SERVICES, NAMELY, PROVIDING START-UP SUPPORT AND ON-GOING OPERATIONAL SUPPORT FOR THE FINANCIAL SERVICES BUSINESSES OF OTHERS
COMMONWEALTH
COMMONWEALTH
Service Mark
Combined
Previous
REGISTERED
Owner:
Serial:78502731
Filed:Oct 20, 2004
Classes:35
Registration:3245384
Registered:May 22, 2007
Description: ADVISORY SERVICES RELATING TO BUSINESS OPERATIONS; BUSINESS DEVELOPMENT SERVICES, NAMELY, PROVIDING START-UP SUPPORT FOR THE FINANCIAL SERVICES BUSINESSES OF OTHERS; BUSINESS ORGANIZATION AND OPERATION CONSULTANCY FOR THE FINANCIAL SERVICES BUSINESSES OF OTHERS
CLIENT360
CLIENT360
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:78458411
Filed:Jul 28, 2004
Classes:36, 42
Registration:3099175
Registered:May 30, 2006
Description: PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS; 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, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION
COMMONWEALTH FINANCIAL NETWORK
COMMONWEALTH FINANCIAL NETWORK
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:75505288
Filed:Jun 19, 1998
Classes:36
Registration:2504924
Registered:Nov 6, 2001
Description: INVESTMENT BROKERAGE AND INSURANCE BROKERAGE SERVICES; AND PROVIDING INVESTMENT, FINANCIAL, ASSET AND INSURANCE MANAGEMENT ADVICE; PROVIDING FINANCIAL PRACTICE MANAGEMENT SERVICES AND OPERATIONAL SUPPORT; AND PROVIDING INFORMATION IN THE FINANCIAL FIELD VIA A GLOBAL COMPUTER NETWORK; "FINANCIAL NETWORK"
WEALTH MAP
WEALTH MAP
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:75505285
Filed:Jun 19, 1998
Classes:36
Registration:2378056
Registered:Aug 15, 2000
Description: INVESTMENT BROKERAGE AND INSURANCE BROKERAGE SERVICES; AND PROVIDING INVESTMENT, FINANCIAL AND INSURANCE MANAGEMENT ADVICE; AND PROVIDING INFORMATION IN THE FINANCIAL FIELD VIA A GLOBAL COMPUTER NETWORK
ANYTHING BUT COMMON
ANYTHING BUT COMMON
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:75034271
Filed:Dec 12, 1995
Classes:36
Registration:2086460
Registered:Aug 5, 1997
Description: Investment brokerage and insurance brokerage services; and providing investment, financial and insurance management and advice