WHITE OAKS WEALTH ADVISORS - Trademark Details
Status: 686 - Published For Opposition
Serial Number
90354666
Word Mark
WHITE OAKS WEALTH ADVISORS
Status
686 - Published For Opposition
Status Date
2022-01-11
Filing Date
2020-12-02
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
050302 - Oak leaf.
Published for Opposition Date
2022-01-11
Attorney Name
Law Office Assigned Location Code
M10
Employee Name
KOVALSKY, LAURA G
Statements
In Another Form Statement
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 03/07/1997
In Another Form Statement
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 03/07/1997
In Another Form Statement
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 03/07/1997
In Another Form Statement
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 03/07/1997
In Another Form Statement
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 03/07/1997
In Another Form Statement
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 03/07/1997
Indication of Colors claimed
The color(s) green, gray and black is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTH ADVISORS"
Description of Mark
The mark consists of the wording "WHITE OAKS" in black over the smaller wording "WEALTH ADVISORS" in gray, to the right of a stylized leaf design in shades of green.
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
2021-02-10
Primary Code
035
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
2021-02-10
Primary Code
036
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
2021-02-10
Primary Code
042
Current Trademark Owners
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Correspondences
Name
Kenneth D. Suzan
Address
Please log in with your Justia account to see this address.
Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 6055930 |
Trademark Events
| Event Date | Event Description |
| 2020-12-05 | NEW APPLICATION ENTERED IN TRAM |
| 2021-02-10 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2021-02-11 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 2021-05-19 | ASSIGNED TO EXAMINER |
| 2021-05-28 | NON-FINAL ACTION WRITTEN |
| 2021-05-28 | NON-FINAL ACTION E-MAILED |
| 2021-05-28 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2021-11-28 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2021-11-28 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2021-11-29 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2021-12-08 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2021-12-09 | ASSIGNED TO LIE |
| 2021-12-22 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2022-01-11 | PUBLISHED FOR OPPOSITION |
| 2022-01-11 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
