1834

Live / Registered — Registered (as of 31 Oct 2023)

What this means for you

Registered since 31 Oct 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97381809
Registration number
7208916
Mark type
Design + words
Filed
26 Apr 2022
Published for opposition
23 May 2023
Registered
31 Oct 2023
Attorney of record
Caitlin R. Byczko

Goods and services

  • Class 035 — Advertising and business services: business succession planning; executive business succession planning
  • Class 036 — Insurance and financial services: private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; investment management in the fields of stocks, ETFs, mutual funds, bonds, and retirement; financial services, namely, wealth management services featuring a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, wealth management services in the nature of wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts; financial institutional services for businesses and nonprofits, namely, investment and asset management, corporate trust company services, philanthropy consultation related to fundraising and endowments, and financial administration of employee-sponsored retirement plans

Owner

Prosecution history

  • 31 Oct 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 31 Oct 2023 — REGISTERED-PRINCIPAL REGISTER
  • 28 Sept 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 27 Sept 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 17 Sept 2023 — STATEMENT OF USE PROCESSING COMPLETE
  • 07 Sept 2023 — USE AMENDMENT FILED
  • 17 Sept 2023 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 07 Sept 2023 — TEAS STATEMENT OF USE RECEIVED
  • 18 Jul 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 23 May 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 23 May 2023 — PUBLISHED FOR OPPOSITION
  • 03 May 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 17 Apr 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 23 Mar 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 23 Mar 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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