SHADE TREE ADVISORS

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 02 May 2024)

What this means for you

Registered since 07 Aug 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87658834
Registration number
5533632
Mark type
Stylized text
Filed
25 Oct 2017
Published for opposition
22 May 2018
Registered
07 Aug 2018
Attorney of record
Alexander C. Kaczmarek

Goods and services

  • Class 035 — Advertising and business services: family office services, namely, bookkeeping, tax preparation services, tax planning services, and financial record keeping for wealthy families and their related entities
  • Class 036 — Insurance and financial services: financial planning services, namely, bill payment services, financial advice for retirement, investment advice, investment management; philanthropic planning services, namely, financial planning in the field of charitable giving; financial planning services, namely, charitable planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; estate planning for wealthy families, individuals, and their related entities

Owner

Prosecution history

  • 02 May 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 02 May 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 02 May 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Nov 2023 — TEAS SECTION 8 & 15 RECEIVED
  • 07 Aug 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 07 Aug 2018 — REGISTERED-PRINCIPAL REGISTER
  • 22 May 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 22 May 2018 — PUBLISHED FOR OPPOSITION
  • 02 May 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 20 Apr 2018 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
  • 19 Apr 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 19 Apr 2018 — USE AMENDMENT ACCEPTED
  • 09 Mar 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 10 Mar 2018 — AMENDMENT TO USE PROCESSING COMPLETE
  • 10 Mar 2018 — USE AMENDMENT FILED

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