LIVE OAK PRIVATE WEALTH
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 12 Nov 2025)
What this means for you
Registered since 22 Oct 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88154800
- Registration number
- 5892848
- Mark type
- Stylized text
- Filed
- 15 Oct 2018
- Published for opposition
- 28 May 2019
- Registered
- 22 Oct 2019
- Attorney of record
- Devon E. White
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, consulting for financial planners, financial advisors and financial asset managers; Investment advice and brokerage services in the field of securities and annuities; Financial and investment services, namely, asset and investment acquisition and development, consultation and advisory services; Investment management and advisory services, all provided to financial planners, financial advisors and financial asset managers; Financial services, namely, wealth management services provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Providing information in the field of financial planning, investment management and wealth management to planners to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions
- Class 042 — Scientific and technological services: Providing on-line, non-downloadable, interactive software for managing investments for use in the financial field by investment advisors; Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
Owner
- Live Oak Private Wealth, LLC, Wilmington, NC, US
- Live Oak Private Wealth, LLC, Wilmington, NC, US
- Live Oak Private Wealth, LLC, Wilmington, NC, US
Prosecution history
- 12 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 12 Nov 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 06 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 16 Jul 2025 — TEAS SECTION 8 & 15 RECEIVED
- 22 Oct 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 22 Oct 2019 — REGISTERED-PRINCIPAL REGISTER
- 20 Sept 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 19 Sept 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 18 Sept 2019 — STATEMENT OF USE PROCESSING COMPLETE
- 22 Aug 2019 — USE AMENDMENT FILED
- 18 Sept 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 22 Aug 2019 — TEAS STATEMENT OF USE RECEIVED
- 23 Jul 2019 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 28 May 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 28 May 2019 — PUBLISHED FOR OPPOSITION