WHITE OAKS WEALTH ADVISORS

Live / Registered — Registered (as of 02 Aug 2022)

What this means for you

Registered since 02 Aug 2022. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90354666
Registration number
6809832
Mark type
Design + words
Filed
02 Dec 2020
Published for opposition
11 Jan 2022
Registered
02 Aug 2022
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

Prior registrations

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
  • 02 Aug 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 02 Aug 2022 — REGISTERED-PRINCIPAL REGISTER
  • 29 Jun 2022 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 28 Jun 2022 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 14 Jun 2022 — STATEMENT OF USE PROCESSING COMPLETE
  • 26 May 2022 — USE AMENDMENT FILED
  • 13 Jun 2022 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 26 May 2022 — TEAS STATEMENT OF USE RECEIVED
  • 08 Mar 2022 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 11 Jan 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

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