L. J. ALTFEST & CO., INC. logo

L. J. ALTFEST & CO., INC.

7 Marks
Corp.
First Filed:Apr 20, 2006Latest Filed:Dec 14, 2022Address:6th Floor, New York, NY 10022

Portfolio Overview

Registered
7(100%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
6(86%)
Class 16
Paper Goods and Printed Matter
1(14%)
Class 41
Education and Entertainment
1(14%)

TTAB Proceedings

Total Proceedings
2
As Plaintiff
0(0%)
As Defendant
2(100%)

Top Firms

Herrick, Feinstein LLP(Dec 2022)
7

Trademark Portfolio

7 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT
Owner:
Serial:97717689
Filed:Dec 14, 2022
Classes:36
Registration:8061225
Registered:Dec 9, 2025
Goods & Services
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; "WEALTH MATTERS FOR PHYSICIANS" and "PERSONAL WEALTH MANAGEMENT"
A
A
Service Mark
Combined
REGISTERED
Owner:
Serial:87631230
Filed:Oct 2, 2017
Classes:36
Registration:5423531
Registered:Mar 13, 2018
Goods & Services
Investment management and financial planning
ALTFEST PERSONAL WEALTH MANAGEMENT
REGISTERED
Owner:
Serial:87631227
Filed:Oct 2, 2017
Classes:36
Registration:5479906
Registered:May 29, 2018
Goods & Services
Investment management and financial planning; "PERSONAL WEALTH MANAGEMENT"
FINIPEDIA
FINIPEDIA
Trademark
Word
REGISTERED
Owner:
Serial:87540930
Filed:Jul 24, 2017
Classes:9, 16, 41
Registration:6455918
Registered:Aug 17, 2021
Goods & Services
providing non-downloadable educational materials in the nature of financial planning documents; downloadable educational materials in the nature of financial planning documents; printed educational materials in the nature of financial planning documents
ALTFEST PERSONAL WEALTH MANAGEMENT
REGISTERED
Owner:
Serial:77784352
Filed:Jul 19, 2009
Classes:36
Registration:3754364
Registered:Mar 2, 2010
Goods & Services
investment management and financial planning; "PERSONAL WEALTH MANAGEMENT"
ALTFEST PERSONAL WEALTH MANAGEMENT
REGISTERED
Owner:
Serial:77784354
Filed:Jul 19, 2009
Classes:36
Registration:3754365
Registered:Mar 2, 2010
Goods & Services
investment management and financial planning; "PERSONAL WEALTH MANAGEMENT"
TPM
TPM
Service Mark
Word
REGISTERED
Owner:
Serial:78865876
Filed:Apr 20, 2006
Classes:36
Registration:3433151
Registered:May 20, 2008
Goods & Services
Financial and investment consultation

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