LL FLAT FEE CIO CONCIERGE WEALTH MANAGEMENT - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 88569484
Serial Number
88569484
Registration Number
6012703
Word Mark
LL FLAT FEE CIO CONCIERGE WEALTH MANAGEMENT
Status
700 - Registered
Status Date
2020-03-17
Filing Date
2019-08-07
Registration Number
6012703
Registration Date
2020-03-17
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260903, 260908, 260921, 261303, 261309, 261321 - Incomplete squares. Letters, numerals or punctuation forming the perimeter of a square, bordering the perimeter of a square or forming a square. Squares that are completely or partially shaded. Incomplete quadrilaterals and quadrilaterals made of broken or dotted lines. Quadrilaterals made of geometric figures, objects, humans, plants or animals. Quadrilaterals that are completely or partially shaded.
Published for Opposition Date
2019-12-31
Attorney Name
William Lyle Gravatt
Law Office Assigned Location Code
M30
Employee Name
FLOWERS, JAY K
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"FLAT FEE CIO" AND "CONCIERGE WEALTH MANAGEMENT"
Description of Mark
The mark consists of a drawing of a quadrilateral formed from two "L" shapes to the left of the all caps phrases "FLAT FEE CIO" and "CONCIERGE WEALTH MANAGEMENT", with "FLAT FEE CIO" being displayed above and larger than "CONCIERGE WEALTH MANAGEMENT".
Goods and Services
Fiduciary services, namely, fiduciary representative services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Information, advisory, consultancy and research services relating to finance and investments; Investment advisory services; 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
2019-08-23
Primary Code
036
First Use Anywhere Date
2019-01-01
First Use In Commerce Date
2019-01-01
Current Trademark Owners
Party Name
FlatFeeCIO LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
FlatFeeCIO LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
FlatFeeCIO LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
FlatFeeCIO LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
William Lyle Gravatt
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2019-08-10NEW APPLICATION ENTERED IN TRAM
2019-08-23NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2019-08-24NOTICE OF DESIGN SEARCH CODE E-MAILED
2019-11-06ASSIGNED TO EXAMINER
2019-11-11NON-FINAL ACTION WRITTEN
2019-11-11NON-FINAL ACTION E-MAILED
2019-11-11NOTIFICATION OF NON-FINAL ACTION E-MAILED
2019-11-11TEAS RESPONSE TO OFFICE ACTION RECEIVED
2019-11-15ASSIGNED TO LIE
2019-11-20CORRESPONDENCE RECEIVED IN LAW OFFICE
2019-11-20TEAS/EMAIL CORRESPONDENCE ENTERED
2019-11-20EXAMINERS AMENDMENT -WRITTEN
2019-11-20EXAMINERS AMENDMENT E-MAILED
2019-11-20NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2019-11-20EXAMINER'S AMENDMENT ENTERED
2019-11-20APPROVED FOR PUB - PRINCIPAL REGISTER
2019-12-11NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2019-12-31PUBLISHED FOR OPPOSITION
2019-12-31OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2020-03-17REGISTERED-PRINCIPAL REGISTER
2022-01-07TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2022-01-07ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2022-01-07TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
2022-01-07TEAS CHANGE OF CORRESPONDENCE RECEIVED
2022-02-07TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2022-02-07ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2022-02-07TEAS CHANGE OF CORRESPONDENCE RECEIVED