NOTICE OF ALLOWANCE - ISSUED
issued
on 03 Sep 2024
Last Applicant/ Owned by
Suite 1700
Seattle
WA
98104
Serial Number
98300455 filed on 05th Dec 2023
Registration Number
N/A
Correspondent Address
George C. Rondeau, Jr.
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Logo Mark Trademark Information
financial services, namely, investment services, namely, asset allocation, cash flow management, investment consultation, and investment management services; financial services, namely, trust and estate administration services and estate planning consultation; financial services, namely, risk management consultation; financial services, namely, financial asset management; financial services, namel Read More
Classification Information
Class [041]
Education and Entertainment Services
educational services, namely, providing classes, seminars including webinars, and workshops in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [036]
Insurance & Financial Services
financial services, namely, investment services, namely, asset allocation, cash flow management, investment consultation, and investment management services; financial services, namely, trust and estate administration services and estate planning consultation; financial services, namely, risk management consultation; financial services, namely, financial asset management; financial services, namely, impact investing services for others for investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return; financial planning and investment advisory services; financial services, namely, wealth management services
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [016]
Paper Goods and Printed Material
printed publications, namely, reports and informational and educational materials in the nature of white papers, brochures, and informational sheets in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [009]
Computer & Software Products & Electrical & Scientific Products
downloadable electronic publications, namely, reports and informational and educational materials in the nature of white papers, brochures, and informational sheets in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98300455
Mark Type
No Service Mark
Attorney Docket Number
No 121406-9
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Design Code(s)
24.17.14 -
Punctuation marks, including commas(,), question marks(?), exclamation points(!¡), ampersands(&), at symbols(@), and hyphens(-)
Legal History
| Status Date | Action Taken |
|---|---|
| 03rd Sep 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 09th Jul 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 09th Jul 2024 | PUBLISHED FOR OPPOSITION |
| 19th Jun 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 04th Jun 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 04th Jun 2024 | ATTORNEY REVIEW COMPLETED |
| 03rd May 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 03rd May 2024 | EXAMINER'S AMENDMENT ENTERED |
| 03rd May 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 03rd May 2024 | EXAMINERS AMENDMENT E-MAILED |