ALIGN WEALTH MANAGEMENT
Live / Registered — Registered (as of 17 Dec 2019)
What this means for you
Registered since 17 Dec 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88220745
- Registration number
- 5935355
- Mark type
- Stylized text
- Filed
- 07 Dec 2018
- Published for opposition
- 01 Oct 2019
- Registered
- 17 Dec 2019
- Attorney of record
- Stephen E. Kelly
Goods and services
- Class 035 — Advertising and business services: Fiduciary investment portfolio management, namely, fee-only tax planning for high net worth individuals
- Class 036 — Insurance and financial services: Fiduciary investment portfolio management, namely, fee-only asset planning for retirement investments and estate planning for high net worth individuals; Investment management services, namely, fiduciary asset management of participant-directed investment plans; Investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for high net worth individuals and qualified retirement plans, all delivered as a Registered Investment Advisor (RIA); Fiduciary services, namely, fee-only Registered Investment Advisory (RIA) services for high net worth individuals in the nature of investment portfolio design and rebalancing of investment portfolios
Owner
- Align Wealth Management, LLC, Oklahoma City, OK, US
- Align Wealth Management, LLC, Oklahoma City, OK, US
- Align Wealth Management, LLC, Oklahoma City, OK, US
Prosecution history
- 17 Dec 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 17 Dec 2019 — REGISTERED-PRINCIPAL REGISTER
- 01 Oct 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 01 Oct 2019 — PUBLISHED FOR OPPOSITION
- 11 Sept 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 29 Aug 2019 — ASSIGNED TO LIE
- 21 Aug 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 20 Aug 2019 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 20 Aug 2019 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 20 Aug 2019 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 09 Aug 2019 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 09 Aug 2019 — NON-FINAL ACTION E-MAILED
- 09 Aug 2019 — NON-FINAL ACTION WRITTEN
- 20 Jul 2019 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 19 Jul 2019 — CORRESPONDENCE RECEIVED IN LAW OFFICE