FOA

Live / Registered — Registered — partial Sections 8 & 15 accepted and acknowledged (as of 14 Jun 2023)

What this means for you

Registered since 14 Jun 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86800254
Registration number
4977823
Mark type
Stylized text
Filed
27 Oct 2015
Published for opposition
29 Mar 2016
Registered
14 Jun 2016
Attorney of record
Alex P. Garens

Goods and services

  • Class 016 — Paper goods and printed matter: [ Printed informational materials, namely, brochures, newsletters, reports and articles, in the fields of wealth management, estate planning, investing, tax planning and philanthropy ]
  • Class 035 — Advertising and business services: Affinity group services, namely, promoting the interests of single family offices; business management consultation services in the field of wealth management; business networking of peer to peer learning groups of high net worth individuals
  • Class 041 — Education and entertainment services: Educational services, namely, arranging and conducting meetings, seminars, workshops, courses and conferences in the fields of wealth management, estate planning, investing, tax planning and philanthropy and distribution of printed materials in connection with the foregoing; providing a website featuring publications in the nature of brochures, newsletters, reports and articles in the fields of wealth management, estate planning, investing, tax planning and philanthropy

Owner

Prior registrations

Prosecution history

  • 14 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 26 Jul 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 26 Jul 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 26 Jul 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 26 Jul 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 14 Jun 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 14 Jun 2023 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 14 Jun 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 Dec 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 14 Jun 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 14 Jun 2016 — REGISTERED-PRINCIPAL REGISTER
  • 29 Mar 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 29 Mar 2016 — PUBLISHED FOR OPPOSITION
  • 09 Mar 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 20 Feb 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER

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