CIO WEALTH STRATEGIES - Trademark Details
Status: 700 - Registered
Serial Number
87749993
Registration Number
5639533
Word Mark
CIO WEALTH STRATEGIES
Status
700 - Registered
Status Date
2018-12-25
Filing Date
2018-01-10
Registration Number
5639533
Registration Date
2018-12-25
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2018-08-07
Attorney Name
Law Office Assigned Location Code
M30
Employee Name
CORWIN, KEVIN SCOTT
Statements
Disclaimer with Predetermined Text
"WEALTH STRATEGIES"
Goods and Services
Financial planning, namely, the creation of personalized strategies to achieve financial independence; Investment advisory services; Financial services, namely, wealth management services; Financial planning for retirement; Advice relating to investments; Investment management; Financial investment brokerage services
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
2018-01-24
Primary Code
036
First Use Anywhere Date
2017-09-25
First Use In Commerce Date
2018-05-06
Current Trademark Owners
Trademark Owner History
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
LUKE C. HOLST
Address
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Trademark Events
| Event Date | Event Description |
| 2018-01-13 | NEW APPLICATION ENTERED IN TRAM |
| 2018-01-24 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2018-04-19 | ASSIGNED TO EXAMINER |
| 2018-05-01 | NON-FINAL ACTION WRITTEN |
| 2018-05-01 | NON-FINAL ACTION E-MAILED |
| 2018-05-01 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2018-05-22 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2018-05-29 | ASSIGNED TO LIE |
| 2018-06-08 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2018-06-08 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2018-06-29 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2018-07-18 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2018-08-07 | PUBLISHED FOR OPPOSITION |
| 2018-08-07 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2018-10-02 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2018-10-29 | TEAS STATEMENT OF USE RECEIVED |
| 2018-11-19 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2018-10-29 | USE AMENDMENT FILED |
| 2018-11-19 | STATEMENT OF USE PROCESSING COMPLETE |
| 2018-11-21 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2018-11-22 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2018-12-25 | REGISTERED-PRINCIPAL REGISTER |
