BW BOGART WEALTH

What this means for you

Registered since 11 Jul 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

97285271

Registration number

7103600

Mark type

Design + words

Filed

25 Feb 2022

Published for opposition

25 Apr 2023

Registered

11 Jul 2023

Attorney of record

Alexander Butterman

Goods and services

• Class 035 — Advertising and business services: Tax consulting services, namely, tax planning, optimization and strategizing; tax preparation
• Class 036 — Insurance and financial services: Investment advisory services, namely, RegisteredInvestment Advisor (RIA) services; investment management; Financial retirement planning; estate planning; cash flow financial planning; multi-generational financial planning; Financial retirement planning, namely, Roth conversion analysis; Financial planning, namely, Social Security optimization; financial analysis; Financial consulting, namely, net unrealized appreciation analysis; Financial risk management; Insurance consultancy in the nature of insurance review

Owner

• Bogart Wealth, LLC, McLean, VA, US
• Bogart Wealth, LLC, McLean, VA, US
• Bogart Wealth, LLC, McLean, VA, US

Prosecution history

• 11 Jul 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
• 11 Jul 2023 — REGISTERED-PRINCIPAL REGISTER
• 25 Apr 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 25 Apr 2023 — PUBLISHED FOR OPPOSITION
• 05 Apr 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 22 Mar 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 21 Mar 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 21 Mar 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 21 Mar 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 21 Dec 2022 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 21 Dec 2022 — NON-FINAL ACTION E-MAILED
• 21 Dec 2022 — NON-FINAL ACTION WRITTEN
• 08 Dec 2022 — ASSIGNED TO EXAMINER
• 04 Mar 2022 — NOTICE OF DESIGN SEARCH CODE E-MAILED
• 03 Mar 2022 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED