ALIGN WEALTH MANAGEMENT - Trademark Details
Status: 700 - Registered
Serial Number
88220745
Registration Number
5935355
Word Mark
ALIGN WEALTH MANAGEMENT
Status
700 - Registered
Status Date
2019-12-17
Filing Date
2018-12-07
Registration Number
5935355
Registration Date
2019-12-17
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2019-10-01
Attorney Name
Law Office Assigned Location Code
L80
Employee Name
DAWE III, WILLIAM H
Statements
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Goods and Services
Fiduciary investment portfolio management, namely, fee-only tax planning for high net worth individuals
Goods and Services
Fiduciary investment portfolio management, namely, fee-only asset planning for retirement investments and estate planning for high net worth individuals; Investment management services, namely, fiduciary asset management of participant-directed investment plans; Investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for high net worth individuals and qualified retirement plans, all delivered as a Registered Investment Advisor (RIA); Fiduciary services, namely, fee-only Registered Investment Advisory (RIA) services for high net worth individuals in the nature of investment portfolio design and rebalancing of investment portfolios
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
2019-08-20
Primary Code
035
First Use Anywhere Date
2010-12-21
First Use In Commerce Date
2010-12-21
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
2018-12-30
Primary Code
036
First Use Anywhere Date
2010-12-21
First Use In Commerce Date
2010-12-21
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
Stephen E. Kelly
Address
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Trademark Events
| Event Date | Event Description |
| 2018-12-11 | NEW APPLICATION ENTERED IN TRAM |
| 2018-12-30 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2019-01-30 | ASSIGNED TO EXAMINER |
| 2019-02-07 | NON-FINAL ACTION WRITTEN |
| 2019-02-07 | NON-FINAL ACTION E-MAILED |
| 2019-02-07 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2019-07-19 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2019-07-19 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2019-07-20 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2019-08-09 | NON-FINAL ACTION WRITTEN |
| 2019-08-09 | NON-FINAL ACTION E-MAILED |
| 2019-08-09 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2019-08-20 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2019-08-20 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2019-08-20 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2019-08-21 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2019-08-29 | ASSIGNED TO LIE |
| 2019-09-11 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2019-10-01 | PUBLISHED FOR OPPOSITION |
| 2019-10-01 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2019-12-17 | REGISTERED-PRINCIPAL REGISTER |
