1834 WEALTH MANAGEMENT
Live / Registered — Registered (as of 18 Feb 2025)
What this means for you
Registered since 18 Feb 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97474066
- Registration number
- 7698063
- Mark type
- Stylized text
- Filed
- 24 Jun 2022
- Published for opposition
- 23 May 2023
- Registered
- 18 Feb 2025
- Attorney of record
- Caitlin Byczko
Goods and services
- 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
- Old National Bank, Evansville, IN, US
- Old National Bank, Evansville, IN, US
- Old National Bank, Evansville, IN, US
Prosecution history
- 18 Feb 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 18 Feb 2025 — REGISTERED-PRINCIPAL REGISTER
- 28 Jan 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 28 Jan 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 23 Jan 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 23 Jan 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 23 Jan 2025 — ASSIGNED TO LIE
- 10 Jan 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 28 Oct 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 28 Oct 2024 — NON-FINAL ACTION E-MAILED
- 28 Oct 2024 — SU - NON-FINAL ACTION - WRITTEN
- 19 Oct 2024 — STATEMENT OF USE PROCESSING COMPLETE
- 15 Aug 2024 — USE AMENDMENT FILED
- 19 Oct 2024 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 15 Aug 2024 — TEAS STATEMENT OF USE RECEIVED