WHITE OAKS WEALTH ADVISORS, INC.
Live / Registered — Registered (as of 19 May 2020)
What this means for you
Registered since 19 May 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87705454
- Registration number
- 6055930
- Mark type
- Design + words
- Filed
- 01 Dec 2017
- Published for opposition
- 03 Mar 2020
- Registered
- 19 May 2020
- Attorney of record
- Kenneth D. Suzan
Goods and services
- Class 035 — Advertising and business services: Business planning; business succession planning; cost analyses
- Class 036 — Insurance and financial services: Financial planning; investment advisory services; investment management; financial asset management; financial portfolio management services; financial services, namely, wealth management services; investment advisory services, namely, wealth advisory services integrated to include asset management, private banking, trust, fiduciary and administrative services and planning related to family dynamics; trust services, namely, financial trust management and trust company services; trust investment distribution and wealth distribution planning; representative and fiduciary services as a trustee; financial planning for retirement; estate and tax planning services; estate trust management; financial risk assessment services; financial risk management; financial risk management consultation; bill payment services; cash management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs; providing information in the field of financial planning, investments, investment management, financial asset management, financial portfolio management, wealth management, financial trust management, financial trusts, estate planning, tax planning, estate trust management, financial risk assessment, financial risk management, bill payment, cash management, and charitable giving
- Class 042 — Scientific and technological services: Providing a website for the electronic storage of documents; electronic storage of files and documents
Owner
- White Oaks Wealth Advisors, Inc., Minneapolis, MN, US
- White Oaks Wealth Advisors, Inc., Minneapolis, MN, US
- White Oaks Wealth Advisors, Inc., Minneapolis, MN, US
Prosecution history
- 03 Jun 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 03 Jun 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 03 Jun 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 03 Jun 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 03 Jun 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 19 May 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 19 May 2020 — REGISTERED-PRINCIPAL REGISTER
- 03 Mar 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Mar 2020 — PUBLISHED FOR OPPOSITION
- 12 Feb 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 23 Jan 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 23 Jan 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 23 Jan 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 21 Jan 2020 — ASSIGNED TO LIE
- 09 Jan 2020 — TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED