LYELL WEALTH MANAGEMENT - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 86965198
Serial Number
86965198
Registration Number
5302403
Word Mark
LYELL WEALTH MANAGEMENT
Status
700 - Registered
Status Date
2017-10-03
Filing Date
2016-04-05
Registration Number
5302403
Registration Date
2017-10-03
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
060104, 261713 - Mountains, mountain landscapes. Letters or words underlined and/or overlined by one or more strokes or lines.
Published for Opposition Date
2017-01-17
Attorney Name
William R. Samuels
Law Office Assigned Location Code
L40
Employee Name
SHANOSKI, JOANNA MARIE
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Description of Mark
The mark consists of a design of mountains with a horizontal line beneath. Below the horizontal line and to the left, appears the word "LYELL" in larger font. To the right of this wording appears the wording "WEALTH MANAGEMENT" in smaller font and stacked vertically.
Goods and Services
Financial services, namely, wealth management; financial services, namely, investment management, investment advice, funds investment, investment consultation services; financial planning services, estate planning services, financial advisory and consulting services in the field of charitable giving; private and 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
2016-04-11
Primary Code
036
First Use Anywhere Date
2016-05-20
First Use In Commerce Date
2016-05-20
Current Trademark Owners
Party Name
Lyell Wealth Management, LP
Party Type
30 - Original Registrant
Legal Entity Type
13 - Limited Partnership
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Lyell Wealth Management, LP
Party Type
30 - Original Registrant
Legal Entity Type
13 - Limited Partnership
Address
Please log in with your Justia account to see this address.
Party Name
Lyell Wealth Management, LP
Party Type
20 - Owner at Publication
Legal Entity Type
13 - Limited Partnership
Address
Please log in with your Justia account to see this address.
Party Name
Lyell Wealth Management, LP
Party Type
10 - Original Applicant
Legal Entity Type
13 - Limited Partnership
Address
Please log in with your Justia account to see this address.
Correspondences
Name
William R. Samuels
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2016-04-08NEW APPLICATION ENTERED IN TRAM
2016-04-11NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2016-04-12NOTICE OF DESIGN SEARCH CODE E-MAILED
2016-07-19ASSIGNED TO EXAMINER
2016-07-20NON-FINAL ACTION WRITTEN
2016-07-20NON-FINAL ACTION E-MAILED
2016-07-20NOTIFICATION OF NON-FINAL ACTION E-MAILED
2016-09-29TEAS RESPONSE TO OFFICE ACTION RECEIVED
2016-09-29CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-09-29TEAS/EMAIL CORRESPONDENCE ENTERED
2016-10-04APPROVED FOR PUB - PRINCIPAL REGISTER
2016-10-25WITHDRAWN FROM PUB - OG REVIEW QUERY
2016-10-27PREVIOUS ALLOWANCE COUNT WITHDRAWN
2016-10-31PRIORITY ACTION WRITTEN
2016-10-31PRIORITY ACTION E-MAILED
2016-10-31NOTIFICATION OF PRIORITY ACTION E-MAILED
2016-10-31TEAS RESPONSE TO OFFICE ACTION RECEIVED
2016-10-31CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-11-01TEAS/EMAIL CORRESPONDENCE ENTERED
2016-11-01APPROVED FOR PUB - PRINCIPAL REGISTER
2016-11-22WITHDRAWN FROM PUB - OG REVIEW QUERY
2016-12-05PREVIOUS ALLOWANCE COUNT WITHDRAWN
2016-12-06EXAMINERS AMENDMENT -WRITTEN
2016-12-06EXAMINERS AMENDMENT E-MAILED
2016-12-06NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2016-12-06EXAMINER'S AMENDMENT ENTERED
2016-12-06APPROVED FOR PUB - PRINCIPAL REGISTER
2016-12-28NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2017-01-17PUBLISHED FOR OPPOSITION
2017-01-17OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2017-03-14NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2017-07-31TEAS STATEMENT OF USE RECEIVED
2017-08-21CASE ASSIGNED TO INTENT TO USE PARALEGAL
2017-07-31USE AMENDMENT FILED
2017-08-22STATEMENT OF USE PROCESSING COMPLETE
2017-08-30ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2017-08-31NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2017-10-03REGISTERED-PRINCIPAL REGISTER
2017-10-26TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2017-10-26ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-06-21TEAS CHANGE OF OWNER ADDRESS RECEIVED
2020-06-21TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-06-21ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-06-21TEAS CHANGE OF CORRESPONDENCE RECEIVED
2020-06-21APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2020-08-02TEAS CHANGE OF OWNER ADDRESS RECEIVED
2020-08-02TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-08-02ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-08-02TEAS CHANGE OF CORRESPONDENCE RECEIVED
2020-08-02APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED