TRANSCEND PARTNER GROUP - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97152331
Word Mark
TRANSCEND PARTNER GROUP
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2021-12-06
Filing Date
2021-12-02
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
031519, 031524, 031525, 031702, 261701, 261705, 261706, 270301, 270303 - Birds or bats in flight or with outspread wings. Stylized birds and bats. Other birds. Feathers. Straight line(s), band(s) or bar(s). Horizontal line(s), band(s) or bar(s). Diagonal line(s), band(s) or bar(s). Geometric figures forming letters or numerals, including punctuation. Representations of animals or parts of animals forming letters or numerals, including punctuation.
Attorney Name
Statements
Disclaimer with Predetermined Text
"TRANCEND, PARTNER, GROUP, OR PARTNER GROUP"
Description of Mark
The mark consists of The mark contains the words "Transcend Partner Group" with an image of a bird on the right side of the mark. The word "Transcend" is in large letters at the center of the mark. Only the first letter of "Transcend" is capitalized. A slanted or diagonal line links the bottom of the "a" and the top of the "n" (the third and fourth letters of the word "Transcend") as if such letters may be written in a non-traditional form of cursive. Centered below "Transcend" are the words "PARTNER GROUP". Such words contain all capitalized letters and have a smaller size than "Transcend". There are horizontal lines extending both directions from "PARTNER GROUP". Such horizontal lines extend to the right and left of "PARTNER GROUP" to be the same width as "Transcend". At the right of the word "Transcend" is a silhouette of a bird in flight. The bird is facing to the right. The bird's tail intersects horizontally with the vertical line that makes up part of the letter "d" in the word "Transcend". Only one wing of the bird is shown pointing up, but the implication is that both wings are perfectly aligned in the bird's flight. At the top of the wing are silhouette depictions of feathers.
Goods and Services
Financial services; wealth management; financial advisory firm support services, including technology suites; acquisition of Registered Investment Advisor firms, specifically the purchase of their book of clients and the related recurring revenue streams ; capital finance to facilitate "tuck in" acquisitions of Registered Investment Advisor firms or advisors; holistic wealth management platform and service offerings for high-net-worth clients, including (but not limited to) financial planning, tax planning and preparation and estate planning services; financial advisory firm strategic consulting and other third-party resources to support strategic initiatives, including, but not limited to organic growth, marketing strategies, scalable growth/segmentation, strategic planning, leadership/talent development; Registered Investment Advisor industry thought leadership and/or business management resources to support the existing leadership team; client lead generation; creating a community of like-minded leaders of Registered Investment Advisor firms that bring thought leadership, best practices and complementary wealth management services; support partner firms with the identification and development of existing, next generation talent/leadership; Registered Investment Advisor industry talent at all levels and across all roles
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
2021-12-06
Primary Code
036
Current Trademark Owners
Party Name
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
JORDAN C. BUTLER
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2021-12-06 | NEW APPLICATION ENTERED IN TRAM |
| 2021-12-06 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2021-12-07 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
