WHITE OAKS WEALTH ADVISORS, INC. - Trademark Details
Status: 700 - Registered
Serial Number
87705454
Registration Number
6055930
Word Mark
WHITE OAKS WEALTH ADVISORS, INC.
Status
700 - Registered
Status Date
2020-05-19
Filing Date
2017-12-01
Registration Number
6055930
Registration Date
2020-05-19
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
050302, 261713 - Oak leaf. Letters or words underlined and/or overlined by one or more strokes or lines.
Published for Opposition Date
2020-03-03
Attorney Name
Law Office Assigned Location Code
M70
Employee Name
KING, LINDA M
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTH ADVISORS, INC."
Description of Mark
The mark consists of the words "WHITE OAKS WEALTH ADVISORS, INC." with a line underneath and centered over an outline of a leaf.
Goods and Services
Business planning; business succession planning; cost analyses
Goods and Services
Financial planning; investment advisory services; investment management; financial asset management; financial portfolio management services; financial services, namely, wealth management services; investment advisory services, namely, wealth advisory services integrated to include asset management, private banking, trust, fiduciary and administrative services and planning related to family dynamics; trust services, namely, financial trust management and trust company services; trust investment distribution and wealth distribution planning; representative and fiduciary services as a trustee; financial planning for retirement; estate and tax planning services; estate trust management; financial risk assessment services; financial risk management; financial risk management consultation; bill payment services; cash management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs; providing information in the field of financial planning, investments, investment management, financial asset management, financial portfolio management, wealth management, financial trust management, financial trusts, estate planning, tax planning, estate trust management, financial risk assessment, financial risk management, bill payment, cash management, and charitable giving
Goods and Services
Providing a website for the electronic storage of documents; electronic storage of files and documents
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
2017-12-13
Primary Code
035
First Use Anywhere Date
1997-03-07
First Use In Commerce Date
1997-03-07
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
2017-12-13
Primary Code
036
First Use Anywhere Date
1997-03-07
First Use In Commerce Date
1997-03-07
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2017-12-13
Primary Code
042
First Use Anywhere Date
2011-03-00
First Use In Commerce Date
2011-03-00
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Kenneth D. Suzan
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2017-12-05 | NEW APPLICATION ENTERED IN TRAM |
| 2017-12-13 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2017-12-14 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 2018-03-14 | ASSIGNED TO EXAMINER |
| 2018-03-16 | NON-FINAL ACTION WRITTEN |
| 2018-03-16 | NON-FINAL ACTION E-MAILED |
| 2018-03-16 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2018-09-14 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2018-09-14 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2018-09-14 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2018-10-09 | SUSPENSION LETTER WRITTEN |
| 2018-10-09 | LETTER OF SUSPENSION E-MAILED |
| 2018-10-09 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| 2019-04-09 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2019-10-10 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2020-01-09 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| 2020-01-21 | ASSIGNED TO LIE |
| 2020-01-23 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2020-01-23 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2020-01-23 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2020-02-12 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2020-03-03 | PUBLISHED FOR OPPOSITION |
| 2020-03-03 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2020-05-19 | REGISTERED-PRINCIPAL REGISTER |
