SOUTHEAST WEALTH MANAGEMENT - Trademark Details
Status: 700 - Registered
Serial Number
86520343
Registration Number
4933862
Word Mark
SOUTHEAST WEALTH MANAGEMENT
Status
700 - Registered
Status Date
2016-04-05
Filing Date
2015-01-30
Registration Number
4933862
Registration Date
2016-04-05
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2015-10-27
Attorney Name
Law Office Assigned Location Code
N10
Employee Name
KELLY, JOHN M
Statements
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Goods and Services
banking services; financial services, namely, wealth management services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; financial portfolio management and analysis services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial information, research and advice services; financial management, financial planning and investment advisory services; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial retirement plan consulting services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial trust planning and administration; estate planning and estate trust 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
2015-02-10
Primary Code
036
First Use Anywhere Date
2013-06-00
First Use In Commerce Date
2013-06-00
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (chartered bank).
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (chartered bank).
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
99 - Other (chartered bank).
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
99 - Other (chartered bank).
Address
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Correspondences
Name
L. S. VANLANDINGHAM III
Address
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Prior Registrations
Relationship Type | Reel Number |
Prior Registration | 2647170 |
Prior Registration | 4593704 |
Trademark Events
Event Date | Event Description |
2015-02-03 | NEW APPLICATION ENTERED IN TRAM |
2015-02-10 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2015-02-20 | ASSIGNED TO EXAMINER |
2015-02-26 | NON-FINAL ACTION WRITTEN |
2015-02-26 | NON-FINAL ACTION E-MAILED |
2015-02-26 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2015-08-26 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2015-08-26 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2015-08-26 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2015-08-26 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2015-09-22 | ASSIGNED TO LIE |
2015-09-22 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2015-10-07 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2015-10-27 | PUBLISHED FOR OPPOSITION |
2015-10-27 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2015-12-22 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
2016-01-20 | TEAS STATEMENT OF USE RECEIVED |
2016-02-08 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2016-02-25 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
2016-01-20 | USE AMENDMENT FILED |
2016-02-26 | STATEMENT OF USE PROCESSING COMPLETE |
2016-02-26 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
2016-02-27 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
2016-04-05 | REGISTERED-PRINCIPAL REGISTER |
2021-04-05 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |