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HENNION & WALSH, INC. logo

HENNION & WALSH, INC.

17 Marks
Corp.
First Filed:Jul 28, 1997Latest Filed:Feb 23, 2024Address:2001 Route 46 Waterview Plaza, Parsippany, NJ 07054

Portfolio Overview

Registered
14(82%)
Dead
3(18%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
13(76%)
Class 35
Advertising, Business Services & Retail
4(24%)
Class 41
Education and Entertainment
3(18%)

TTAB Proceedings

Total Proceedings
1
As Plaintiff
1(100%)
As Defendant
0(0%)

Top Firms

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16

Trademark Activity Timeline(1997 – 2025)

Trademark Portfolio

17 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
&
&
Service Mark
Combined
REGISTERED
Owner:
Serial:98418775
Filed:Feb 23, 2024
Classes:35, 36
Registration:7719061
Registered:Mar 11, 2025
Goods & Services
Financial services, namely asset management; Financial services, namely, financial management; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Investment management services with respect to mutual funds, pension accounts, IRAs, Taxable Accounts, institutional accounts, and separate accounts; Financial services, namely, assisting others with the completion of financial transactions for equities, stocks, bonds, securities, unit investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, researching, analyzing and providing information in the fields of finance, investment, financial planning, investment strategy, trading, equities, stocks, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, financial administration of stock exchange trading of equities, stocks, certificates of deposit, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles, options, futures, and debt instruments; Retirement planning and financial management; Financial services, namely, offering, administering, operating and managing financial and investment instruments; Financial research and equity research brokerage services; Providing information and advice in the fields of finance, investment, financial news, financial information, financial portfolio management, financial decision making, financial planning, financial alternative plans, investment research, investment value, investment performance, asset allocation, risk tolerance, investment time frames, investment strategy, trading, equities, stocks, bonds, securities, commodities, options, futures, debt instruments, investment trusts, exchange traded funds, and other collective investment vehicles, financial and investment instruments and financial and securities portfolios; Business services, namely, business research, business data analysis and providing information in the fields of economics and business; Providing information and advice in the fields of economics and business
HENNION & WALSH IT COMES DOWN TO TRUST.
REGISTERED
Owner:
Serial:98418888
Filed:Feb 23, 2024
Classes:35, 36
Registration:7854850
Registered:Jul 8, 2025
Goods & Services
Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, assisting others with the completion of financial transactions for equities, stocks, bonds, securities, unit investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, researching, analyzing and providing information in the fields of finance, investment, financial planning, investment strategy, trading, equities, stocks, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, financial administration of stock exchange trading of equities, stocks, certificates of deposit, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles, options, futures, and debt instruments; Financial retirement planning and financial management; Financial services, namely, offering, administering, operating and managing financial and investment instruments; Financial research and equity research brokerage services; Providing information and advice in the fields of finance, investment, financial news, financial information, financial portfolio management, financial decision making, financial planning, financial alternative plans, investment research, investment value, investment performance, asset allocation, risk tolerance, investment time frames, investment strategy, trading, equities, stocks, bonds, securities, commodities, options, futures, debt instruments, investment trusts, exchange traded funds, and other collective investment vehicles, financial and investment instruments and financial and securities portfolios; Business services, namely, business research, business data analysis and providing information in the fields of economics and business; Providing information and advice in the fields of economics and business
SMARTTRUST INNOVATIVE, INDEPENDENT & UIT FOCUSED
Owner:
Serial:98418859
Filed:Feb 23, 2024
Classes:35, 36
Registration:8027075
Registered:Nov 18, 2025
Goods & Services
Financial services, namely asset management; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, assisting others with the completion of financial transactions for equities, stocks, bonds, securities, unit investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, researching, analyzing and providing information in the fields of finance, investment, financial planning, investment strategy, trading, equities, stocks, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, financial administration of stock exchange trading of equities, stocks, certificates of deposit, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles, options, futures, and debt instruments; Financial retirement planning and financial management; Financial services, namely, offering, administering, operating and managing financial and investment instruments; Financial research and equity research brokerage services; Providing information and advice in the fields of finance, investment, financial news, financial information, financial portfolio management, financial decision making, financial planning, financial alternative plans, investment research, investment value, investment performance, asset allocation, risk tolerance, investment time frames, investment strategy, trading, equities, stocks, bonds, securities, commodities, options, futures, debt instruments, investment trusts, exchange traded funds, and other collective investment vehicles, financial and investment instruments and financial and securities portfolios; Business services, namely, business research, business data analysis and providing information in the fields of economics and business; Providing information and advice in the fields of economics and business; "TRUST"
ST
ST
Service Mark
Combined
REGISTERED
Owner:
Serial:98418827
Filed:Feb 23, 2024
Classes:35, 36
Registration:7719062
Registered:Mar 11, 2025
Goods & Services
Financial services, namely asset management; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, assisting others with the completion of financial transactions for equities, stocks, bonds, securities, unit investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, researching, analyzing and providing information in the fields of finance, investment, financial planning, investment strategy, trading, equities, stocks, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, financial administration of stock exchange trading of equities, stocks, certificates of deposit, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles, options, futures, and debt instruments; Retirement planning and financial management; Financial services, namely, offering, administering, operating and managing financial and investment instruments; Financial research and equity research brokerage services; Providing information and advice in the fields of finance, investment, financial news, financial information, financial portfolio management, financial decision making, financial planning, financial alternative plans, investment research, investment value, investment performance, asset allocation, risk tolerance, investment time frames, investment strategy, trading, equities, stocks, bonds, securities, commodities, options, futures, debt instruments, investment trusts, exchange traded funds, and other collective investment vehicles, financial and investment instruments and financial and securities portfolios; Business services, namely, business research, business data analysis and providing information in the fields of economics and business; Providing information and advice in the fields of economics and business
INNOVATIVE, INDEPENDENT & UIT FOCUSED
REGISTERED
Owner:
Serial:87936744
Filed:May 25, 2018
Classes:36
Registration:5767207
Registered:Jun 4, 2019
Goods & Services
Financial services, namely, commodity brokerage and estate trust management; financial investment brokerage services, namely, administering the issuance, underwriting and distribution of securities in the form of municipal bonds, corporate bonds, mortgage-backed securities, unit investment trusts, bond swaps, mutual funds, stocks, and options; financial services, namely, financial administration of individual retirement accounts (IRAs), employee pension plans, and retirement profit sharing plans; financial research services; Financial advice and information; Providing information in the fields of investment and finance; investment management and consultation services; Providing information by phone and by online means in the field of investment account information and financial research; Providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information; financial analysis services in the fields of investing, finance, and financial planning
INNOVATIVE, INDEPENDENT & UIT FOCUSED
REGISTERED
Owner:
Serial:87936728
Filed:May 25, 2018
Classes:41
Registration:5767206
Registered:Jun 4, 2019
Goods & Services
Education services, namely, providing online non-downloadable educational materials in the nature of reports, articles, newsletters and non-downloadable videos in the field of financial advisory support, particularly, commodity brokerage, estate trust management and investment brokerage services, creation and distribution of municipal bonds, corporate bonds, mortgage-backed securities, unit investment trusts, bond swaps, mutual funds, financial research, stocks, options, individual retirement accounts (IRAs), pension and profit sharing plans; Educational and entertainment services, namely, providing a continuing program series about financial information and advice accessible by video
SMARTTRUST UNIVERSITY
SMARTTRUST UNIVERSITY
Service Mark
Word
REGISTERED
Owner:
Serial:87904287
Filed:May 2, 2018
Classes:36, 41
Registration:5767143
Registered:Jun 4, 2019
Goods & Services
Education services, namely, providing non-downloadable videos in the field of financial advisory support, particularly, commodity brokerage, estate trust management and investment brokerage services, creation and distribution of Municipal Bonds, Corporate Bonds, Mortgage-Backed Securities, Unit Investment Trusts, Bond Swaps, Mutual Funds, Financial Research, Stocks, Options, IRAs, Pension and Profit Sharing Plans; Educational and entertainment services, namely, providing a continuing program series about financial information and advice accessible by video; Providing information, news, and commentary in the field of finance; "UNIVERSITY"
IT COMES DOWN TO TRUST
IT COMES DOWN TO TRUST
Service Mark
Word
REGISTERED
Owner:
Serial:77507014
Filed:Jun 24, 2008
Classes:36
Registration:3569767
Registered:Feb 3, 2009
Goods & Services
Financial services, namely, commodity brokerage, estate trust management and investment brokerage services, namely, creation and distribution of Municipal Bonds, Corporate Bonds, Mortgage-backed Securities, Unit Investment Trusts, Bond Swaps, Mutual Funds, Research, Stocks, Options, IRAs, Pension and Profit Sharing Plans; providing information in the fields of investment and finance by electronic means, phone and online means; Providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information
IT COMES DOWN TO TRUST
REGISTERED
Owner:
Serial:77506992
Filed:Jun 24, 2008
Classes:16
Registration:3569766
Registered:Feb 3, 2009
Goods & Services
Printed materials and marketing materials, namely, newsletters, bulletins, magazines, books, reports, brochures and data sheets in the fields of finance and investment
IT COMES DOWN TO TRUST
IT COMES DOWN TO TRUST
Service Mark
Word
REGISTERED
Owner:
Serial:77507032
Filed:Jun 24, 2008
Classes:41
Registration:3569769
Registered:Feb 3, 2009
Goods & Services
Educational services, namely, conducting seminars, classes, conferences, and workshops in the fields of financial investments, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, estate planning
HENNION & WALSH
HENNION & WALSH
Trademark
Word
REGISTERED
Owner:
Serial:77378241
Filed:Jan 23, 2008
Classes:16
Registration:3571537
Registered:Feb 10, 2009
Goods & Services
Printed materials and marketing materials, namely, newsletters, news bulletins, magazines, books, reports, educational brochures and data sheets in the field of finance | Financial services, namely, commodity brokerage, estate trust management and investment brokerage services, namely, creation and distribution of Municipal Bonds, Corporate Bonds, Mortgage-Backed Securities, Unit Investment Trusts, Bond Swaps, Mutual Funds, Research, Stocks, Options, IRAs, Pension and Profit Sharing Plans ; providing information in the fields of investment and finance; investment management and consultation services; Financial information provided by electronic means; Providing information by phone and by online means in the field of investment account information and financial research; Providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, and financial planning | Educational services, namely, conducting seminars, classes, conferences, and workshops in the fields of financial investments, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, estate planning
SMARTGROWTH
SMARTGROWTH
Service Mark
Word
CANCELLED
Owner:
Serial:77109881
Filed:Feb 16, 2007
Classes:36
Registration:3406240
Registered:Apr 1, 2008
BONDING
BONDING
Trademark
Word
REGISTERED
Owner:
Serial:76613003
Filed:Sep 20, 2004
Classes:16, 36
Registration:3064853
Registered:Mar 7, 2006
Goods & Services
Printed materials and marketing materials, namely newsletters, news bulletins, magazines, books, reports, educational brochures and data sheets in the field of finance; Financial services, namely investment brokerage services, and providing information in the fields of investment and finance
SMART TRUST
SMART TRUST
Service Mark
Word
REGISTERED
Owner:
Serial:76519092
Filed:May 12, 2003
Classes:36
Registration:2967790
Registered:Jul 12, 2005
Goods & Services
Financial services, namely, commodity brokerage, estate trust management and investment brokerage services, namely creation and distribution of Municipal Bonds, Corporate Bonds, Mortgage-Backed Securities, Unit Investment Trusts, Bond Swaps, Mutual Funds, Research, Stocks, Options, IRAs, Pension and Profit Sharing Plans; "TRUST"
10K SMARTTRUST
10K SMARTTRUST
Service Mark
Word
CANCELLED
Owner:
Serial:75833807
Filed:Oct 28, 1999
Classes:36
Registration:2518390
Registered:Dec 11, 2001
Goods & Services
INVESTMENT FUND SERVICES; "10K"
BONDING
BONDING
Service Mark
Word
CANCELLED
Owner:
Serial:75331539
Filed:Jul 28, 1997
Classes:36
Registration:2243979
Registered:May 4, 1999
Goods & Services
financial services, namely, investment brokerage
MONEY IN YOUR POCKET
MONEY IN YOUR POCKET
Service Mark
Word
REGISTERED
Owner:
Serial:75331540
Filed:Jul 28, 1997
Classes:36
Registration:2162203
Registered:Jun 2, 1998
Goods & Services
financial services, namely investment brokerage