CLIENT FIRST TAX AND WEALTH ADVISORS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 04 Jul 2024)
What this means for you
Registered since 18 Dec 2018. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87535544
- Registration number
- 5630474
- Mark type
- Stylized text
- Filed
- 20 Jul 2017
- Published for opposition
- 02 Oct 2018
- Registered
- 18 Dec 2018
- Attorney of record
- Melinda S. Giftos
Goods and services
- Class 035 — Advertising and business services: Tax preparation; tax planning
- Class 036 — Insurance and financial services: Investment management, financial planning, providing information in insurance planning matter, social security financial planning and consulting services rendered to individuals, financial information
Owner
- ROCK POINT PARTNERS LLC, WEST BEND, WI, US
- ROCK POINT PARTNERS LLC, WEST BEND, WI, US
- ROCK POINT PARTNERS LLC, WEST BEND, WI, US
- Client First Tax Services, LLC, West Bend, WI, US
Prosecution history
- 04 Jul 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 04 Jul 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 04 Jul 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 20 Dec 2023 — TEAS SECTION 8 & 15 RECEIVED
- 18 Dec 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 18 Dec 2018 — REGISTERED-PRINCIPAL REGISTER
- 02 Oct 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 02 Oct 2018 — PUBLISHED FOR OPPOSITION
- 12 Sept 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 23 Aug 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 22 Aug 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 22 Aug 2018 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 17 Aug 2018 — ASSIGNED TO LIE
- 30 Jul 2018 — TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
- 11 May 2018 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED