REGISTERED
on 22 Oct 2019
Last Applicant/ Owned by
1741 Tiburon Drive
Wilmington
NC
28403
Serial Number
88154800 filed on 15th Oct 2018
Registration Number
5892848 registered on 22nd Oct 2019
Correspondent Address
Devon E. White
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
LIVE OAK PRIVATE WEALTH
Providing on-line, non-downloadable, interactive software for managing investments for use in the financial field by investment advisors; Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing on-line, non-downloadable, interactive software for managing investments for use in the financial field by investment advisors; Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
First Use Date in General
04th Sep 2017
First Use Date in Commerce
04th Sep 2017
Class [036]
Insurance & Financial Services
Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, consulting for financial planners, financial advisors and financial asset managers; Investment advice and brokerage services in the field of securities and annuities; Financial and investment services, namely, asset and investment acquisition and development, consultation and advisory services; Investment management and advisory services, all provided to financial planners, financial advisors and financial asset managers; Financial services, namely, wealth management services provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Providing information in the field of financial planning, investment management and wealth management to planners to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions
First Use Date in General
04th Sep 2017
First Use Date in Commerce
04th Sep 2017
Mark Details
Serial Number
No 88154800
Mark Type
No Service Mark
Attorney Docket Number
No 025505.052
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
| Status Date | Action Taken |
|---|---|
| 22nd Oct 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 22nd Oct 2019 | REGISTERED-PRINCIPAL REGISTER |
| 20th Sep 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 19th Sep 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 18th Sep 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| 18th Sep 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 22nd Aug 2019 | USE AMENDMENT FILED |
| 22nd Aug 2019 | TEAS STATEMENT OF USE RECEIVED |
| 23rd Jul 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 28th May 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |