FAMILY WEALTH MANAGEMENT - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 85393319
Serial Number
85393319
Registration Number
4128520
Word Mark
FAMILY WEALTH MANAGEMENT
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2018-05-24
Filing Date
2011-08-09
Registration Number
4128520
Registration Date
2012-04-17
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260512, 260521, 261713 - Triangles with bars, bands and lines. Triangles that are completely or partially shaded. Letters or words underlined and/or overlined by one or more strokes or lines.
Published for Opposition Date
2012-01-31
Law Office Assigned Location Code
M60
Employee Name
LEVINE, HOWARD B
Statements
Indication of Colors claimed
The color(s) blue and gold is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"FAMILY WEALTH MANAGEMENT"
Description of Mark
The mark consists of "FAMILY WEALTH" in blue font above a gold line with "MANAGEMENT" in blue font below the gold line. To the left of the text and the same height top to bottom as both lines of the text, is a triangle, split into three sections horizontally. Each section outlined in a gold line and filled in blue.
Goods and Services
Financial asset management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Public equity investment management
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2011-08-12
Primary Code
036
First Use Anywhere Date
2008-01-01
First Use In Commerce Date
2008-01-01
Current Trademark Owners
Party Name
Bolton Capital Management, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Bolton Capital Management, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Bolton Capital Management, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Bolton Capital Management, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
JUNE BOLTON
Address
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Trademark Events
Event DateEvent Description
2011-08-12NEW APPLICATION ENTERED IN TRAM
2011-08-12NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2011-08-13NOTICE OF DESIGN SEARCH CODE MAILED
2011-12-01ASSIGNED TO EXAMINER
2011-12-01EXAMINERS AMENDMENT -WRITTEN
2011-12-01EXAMINERS AMENDMENT E-MAILED
2011-12-01NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2011-12-01EXAMINER'S AMENDMENT ENTERED
2011-12-01APPROVED FOR PUB - PRINCIPAL REGISTER
2011-12-21ASSIGNED TO LIE
2011-12-27LAW OFFICE PUBLICATION REVIEW COMPLETED
2012-01-11NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2012-01-31PUBLISHED FOR OPPOSITION
2012-01-31OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2012-04-17REGISTERED-PRINCIPAL REGISTER
2017-04-17COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2018-05-11TEAS SECTION 8 & 15 RECEIVED
2018-05-11TEAS CHANGE OF CORRESPONDENCE RECEIVED
2018-05-24CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2018-05-24REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2018-05-24NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2021-04-17COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED