AT THE HEART OF WHAT MATTERS MOST

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 26 Dec 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
87782363
Registration number
5535850
Mark type
Stylized text
Filed
02 Feb 2018
Published for opposition
22 May 2018
Registered
07 Aug 2018
Attorney of record
Felicia J. Boyd

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; wealth management services integrated with family dynamics in order to help families manage the interpersonal, relationship, and communication issues related to family wealth; consulting and advice in the field of family wealth management; providing information and advice for high net worth families related to generational wealth transfer and preservation

Owner

Prosecution history

  • 26 Dec 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 26 Dec 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 26 Dec 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Jul 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 07 Aug 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 06 Feb 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 Feb 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 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
  • 16 Apr 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 16 Apr 2018 — ASSIGNED TO EXAMINER
  • 12 Feb 2018 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 06 Feb 2018 — NEW APPLICATION ENTERED

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