HIGH END WEALTH MANAGEMENT WITH A FAMILY FEEL - Trademark Details
Status: 700 - Registered
Serial Number
87321494
Registration Number
5392876
Word Mark
HIGH END WEALTH MANAGEMENT WITH A FAMILY FEEL
Status
700 - Registered
Status Date
2018-01-30
Filing Date
2017-02-01
Registration Number
5392876
Registration Date
2018-01-30
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2017-09-19
Attorney Name
Law Office Assigned Location Code
M80
Employee Name
SEVERSON, KAREN PATRIC
Statements
Goods and Services
Financial planning for retirement; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; estate and trust planning; financial trust planning; financial consultations in the field of portfolio management and planning; online financial planning services; financial planning and services, namely, wealth management services; mutual fund planning and advisory services; hedge fund investment services; financial advisory and consultancy services; debt and expense counseling and management services; financial management of pension planning and rollover refinancing or reinvestment; investment advice and consulting; financial risk assessment services; financial services, namely, broker/dealer services in the field of stocks, bonds, mutual funds, and exchange traded funds; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes
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
2017-02-06
Primary Code
036
First Use Anywhere Date
2016-01-31
First Use In Commerce Date
2016-01-31
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
CHRISTINA S. LOZA
Address
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Trademark Events
| Event Date | Event Description |
| 2017-02-04 | NEW APPLICATION ENTERED IN TRAM |
| 2017-02-06 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2017-03-07 | ASSIGNED TO EXAMINER |
| 2017-03-13 | NON-FINAL ACTION WRITTEN |
| 2017-03-13 | NON-FINAL ACTION E-MAILED |
| 2017-03-13 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2017-08-07 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2017-08-07 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2017-08-08 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2017-08-09 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2017-08-30 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2017-09-19 | PUBLISHED FOR OPPOSITION |
| 2017-09-19 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2017-11-14 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2017-11-30 | TEAS STATEMENT OF USE RECEIVED |
| 2017-12-14 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2017-11-30 | USE AMENDMENT FILED |
| 2017-12-14 | STATEMENT OF USE PROCESSING COMPLETE |
| 2017-12-28 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2017-12-29 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2018-01-30 | REGISTERED-PRINCIPAL REGISTER |
