CONNECTING WEALTH & PURPOSE - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 86929699
Serial Number
86929699
Registration Number
5117682
Word Mark
CONNECTING WEALTH & PURPOSE
Status
700 - Registered
Status Date
2017-01-10
Filing Date
2016-03-04
Registration Number
5117682
Registration Date
2017-01-10
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2016-10-25
Attorney Name
George S. Pavlik
Law Office Assigned Location Code
L80
Employee Name
WANG, WEN HSING
Statements
Goods and Services
tax planning and preparation services
Goods and Services
Financial advisory and consulting services, namely, investment consultation, asset allocation in the nature of financial asset management, financial planning, financial risk management and asset protection in the nature of financial asset management; Financial services, namely, wealth management services, investment management services, and administration services, namely, financial administration of savings accounts, retirement plans, investment accounts, mutual funds, trust accounts and annuities
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2016-08-31
Primary Code
035
First Use Anywhere Date
2015-01-09
First Use In Commerce Date
2015-01-09
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
2016-03-10
Primary Code
036
First Use Anywhere Date
2015-01-09
First Use In Commerce Date
2015-01-09
Current Trademark Owners
Party Name
TFO Phoenix, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
TFO Phoenix, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
TFO Phoenix, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
TFO Phoenix, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
GEORGE S. PAVLIK
Address
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Trademark Events
Event DateEvent Description
2016-03-08NEW APPLICATION ENTERED IN TRAM
2016-03-10NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2016-06-16ASSIGNED TO EXAMINER
2016-06-21NON-FINAL ACTION WRITTEN
2016-06-21NON-FINAL ACTION E-MAILED
2016-06-21NOTIFICATION OF NON-FINAL ACTION E-MAILED
2016-08-30TEAS RESPONSE TO OFFICE ACTION RECEIVED
2016-08-30CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-08-31TEAS/EMAIL CORRESPONDENCE ENTERED
2016-09-15APPROVED FOR PUB - PRINCIPAL REGISTER
2016-10-05NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2016-10-25PUBLISHED FOR OPPOSITION
2016-10-25OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2017-01-10REGISTERED-PRINCIPAL REGISTER
2022-01-10COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED