Serial 98149366
Live / Registered — Registered (as of 07 Jan 2025)
What this means for you
Registered since 07 Jan 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98149366
- Registration number
- 7645738
- Mark type
- Design / logo
- Filed
- 24 Aug 2023
- Published for opposition
- 30 Jul 2024
- Registered
- 07 Jan 2025
- Attorney of record
- Holly Pranger
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, investment and wealth management services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial trust and estate planning, information and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services in the field of philanthropy in the nature of financial planning, information, consultancy, implementation and management; Insurance consultancy; Financial advice relating to tax; Real estate consultancy; Real estate advisory services; Financial advisory services, namely, debt and lines of credit advisory services; Real estate acquisition services; Holding company services performed for third parties, namely, investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Management of private equity funds; Bill payment services
- Class 045 — Legal and security services: Personal concierge services for others comprising making requested personal arrangements and reservations, research and providing customer-specific information to meet individual needs; Personal concierge services for others related to navigating medical, health and wellness, namely, identifying and recommending service providers and coordinating introductions and onboarding arrangements; Personal concierge services for others related to finding providers and service people, namely, making requested personal arrangements and reservations to meet individual needs
Owner
- IEQ CAPITAL, LLC, FOSTER CITY, CA, US
- EPIQ Capital Group, LLC, San Francisco, CA, US
- EPIQ Capital Group, LLC, San Francisco, CA, US
- EPIQ Capital Group, LLC, San Francisco, CA, US
Prosecution history
- 29 Oct 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 07 Jan 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 07 Jan 2025 — REGISTERED-PRINCIPAL REGISTER
- 16 Dec 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 16 Dec 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 14 Dec 2024 — STATEMENT OF USE PROCESSING COMPLETE
- 03 Oct 2024 — USE AMENDMENT FILED
- 14 Dec 2024 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 03 Oct 2024 — TEAS STATEMENT OF USE RECEIVED
- 24 Sept 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 30 Jul 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 30 Jul 2024 — PUBLISHED FOR OPPOSITION
- 10 Jul 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 26 Jun 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 25 Jun 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED