NOTICE OF ALLOWANCE - ISSUED
issued
on 20 Aug 2024
Last Applicant/ Owned by
9820 Willow Creek Road, Suite 105
San Diego
CA
92131
Serial Number
98077593 filed on 10th Jul 2023
Registration Number
N/A
Correspondent Address
Thomas F. Bergert
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
LOVE, WISDOM, MONEY
Family succession business planning; business transition planning; tax planning Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, fin Read More
Classification Information
Class [036]
Insurance & Financial Services
Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment brokerage, and financial advisory services tailored to wealthy families
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [035]
Advertising, Business & Retail Services
Family succession business planning; business transition planning; tax planning
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98077593
Mark Type
No Service Mark
Attorney Docket Number
No 091914.0006
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 |
|---|---|
| 20th Aug 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 25th Jun 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 25th Jun 2024 | PUBLISHED FOR OPPOSITION |
| 05th Jun 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 22nd May 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 10th Apr 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 10th Apr 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 10th Apr 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 26th Mar 2024 | NON-FINAL ACTION E-MAILED |
| 26th Mar 2024 | NON-FINAL ACTION WRITTEN |