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CLIENT FIRST TAX AND WEALTH ADVISORS
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 04 Jul 2024

Last Applicant/ Owned by

215 N MAIN STREET, SUITE 1040

WEST BEND

WI

53095

Serial Number

87535544 filed on 20th Jul 2017

Registration Number

5630474 registered on 18th Dec 2018

in the Principal Register

Correspondent Address

Melinda S. Giftos

Melinda S. Giftos HUSCH BLACKWELL LLP

MADISON, WI 53703

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

CLIENT FIRST TAX AND WEALTH ADVISORS

Tax preparation; tax planning Investment management, financial planning, providing information in insurance planning matter, social security financial planning and consulting services rendered to individuals, financial information

Classification Information


Class [036]
Insurance & Financial Services


Investment management, financial planning, providing information in insurance planning matter, social security financial planning and consulting services rendered to individuals, financial information


First Use Date in General

01st Jan 2016

First Use Date in Commerce

01st Jan 2016

Class [035]
Advertising, Business & Retail Services


Tax preparation; tax planning


First Use Date in General

01st Jan 2016

First Use Date in Commerce

01st Jan 2016

Mark Details


Serial Number

No 87535544

Mark Type

No Service Mark

Attorney Docket Number

No 836432-3

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
04th Jul 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
04th Jul 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
04th Jul 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
20th Dec 2023TEAS SECTION 8 & 15 RECEIVED
18th Dec 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
18th Dec 2018REGISTERED-PRINCIPAL REGISTER
02th Oct 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02th Oct 2018PUBLISHED FOR OPPOSITION
12th Sep 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
23rd Aug 2018APPROVED FOR PUB - PRINCIPAL REGISTER