1834

Live / Registered — Registered (as of 18 Jul 2023)

What this means for you

Registered since 18 Jul 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97381816
Registration number
7116906
Mark type
Stylized text
Filed
26 Apr 2022
Published for opposition
28 Feb 2023
Registered
18 Jul 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

  • 18 Jul 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 18 Jul 2023 — REGISTERED-PRINCIPAL REGISTER
  • 14 Jun 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 13 Jun 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 06 Jun 2023 — STATEMENT OF USE PROCESSING COMPLETE
  • 08 May 2023 — USE AMENDMENT FILED
  • 31 May 2023 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 08 May 2023 — TEAS STATEMENT OF USE RECEIVED
  • 25 Apr 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 28 Feb 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 28 Feb 2023 — PUBLISHED FOR OPPOSITION
  • 08 Feb 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 25 Jan 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 24 Dec 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 23 Dec 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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