ESSENTIALS FOR MANAGING WEALTH
Live / Registered — Registered and renewed (as of 06 Dec 2022)
What this means for you
Registered since 22 May 2012. 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 22 May 2022).
Record
- Serial number
- 85190270
- Registration number
- 4147425
- Mark type
- Stylized text
- Filed
- 03 Dec 2010
- Published for opposition
- 06 Sept 2011
- Registered
- 22 May 2012
- Next maintenance due
- 22 May 2022
- Attorney of record
- Garrett W. Balich
Goods and services
- Class 036 — Insurance and financial services: PROVIDING AN INTERACTIVE WEB SITE FEATURING CRITICAL FINANCIAL INFORMATION AND CONTENT ABOUT WEALTH MANAGEMENT, PHILANTHROPY AND FAMILY GOVERNANCE
- Class 042 — Scientific and technological services: PROVIDING AN INTERACTIVE WEB SITE FEATURING ONLINE NON-DOWNLOADABLE SOFTWARE WHICH PROVIDES A SECURE COLLABORATIVE WORKSPACE FOR WEALTH MANAGEMENT, SOCIAL NETWORKING FUNCTIONALITY, DATA STORAGE AND ENCRYPTED E-MAIL
- Class 045 — Legal and security services: PROVIDING AN INTERACTIVE WEB SITE FEATURING INFORMATION ABOUT WELL-TO-DO LIFESTYLES
Owner
- Summitas LLC, Charlotte, NC, US
- Summitas LLC, New York, NY, US
- Summitas LLC, New York, NY, US
Prosecution history
- 06 Dec 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 06 Dec 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 06 Dec 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 06 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 May 2022 — TEAS SECTION 8 & 9 RECEIVED
- 22 May 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 02 Jun 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 01 Jun 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 01 Jun 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 21 May 2018 — TEAS SECTION 8 & 15 RECEIVED
- 18 May 2018 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 18 May 2018 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 22 May 2017 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 22 May 2012 — REGISTERED-PRINCIPAL REGISTER
- 14 Apr 2012 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED