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WHITE OAKS WEALTH ADVISORS, INC.
Live/Registered
REGISTERED

on 19 May 2020

Last Applicant/ Owned by

80 South Eighth Street, Suite 1725

Minneapolis

MN

55402

Serial Number

87705454 filed on 01st Dec 2017

Registration Number

6055930 registered on 19th May 2020

in the Principal Register

Correspondent Address

Kenneth D. Suzan

Kenneth D. Suzan

225 SOUTH SIXTH STREET, SUITE 2800

MINNEAPOLIS MN 55402-4662

Filing Basis

1. use application currently

Disclaimer

NO DATA

WHITE OAKS WEALTH ADVISORS, INC.

Providing a website for the electronic storage of documents; electronic storage of files and documents Business planning; business succession planning; cost analyses Financial planning; investment advisory services; investment management; financial asset management; financial portfolio management services; financial services, namely, wealth management services; investment advisory services, name Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing a website for the electronic storage of documents; electronic storage of files and documents


First Use Date in General

28th Feb 2011

First Use Date in Commerce

28th Feb 2011

Class [035]
Advertising, Business & Retail Services


Business planning; business succession planning; cost analyses


First Use Date in General

07th Mar 1997

First Use Date in Commerce

07th Mar 1997

Class [036]
Insurance & Financial Services


Financial planning; investment advisory services; investment management; financial asset management; financial portfolio management services; financial services, namely, wealth management services; investment advisory services, namely, wealth advisory services integrated to include asset management, private banking, trust, fiduciary and administrative services and planning related to family dynamics; trust services, namely, financial trust management and trust company services; trust investment distribution and wealth distribution planning; representative and fiduciary services as a trustee; financial planning for retirement; estate and tax planning services; estate trust management; financial risk assessment services; financial risk management; financial risk management consultation; bill payment services; cash management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs; providing information in the field of financial planning, investments, investment management, financial asset management, financial portfolio management, wealth management, financial trust management, financial trusts, estate planning, tax planning, estate trust management, financial risk assessment, financial risk management, bill payment, cash management, and charitable giving


First Use Date in General

07th Mar 1997

First Use Date in Commerce

07th Mar 1997

Mark Details


Serial Number

No 87705454

Mark Type

No Service Mark

Attorney Docket Number

No 10012843

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)

05.03.02 -

Oak leaf

26.17.13 -

Letters or words underlined and/or overlined by one or more strokes or lines

Legal History


Show more

Status DateAction Taken
19th May 2020REGISTERED-PRINCIPAL REGISTER
03rd Mar 2020PUBLISHED FOR OPPOSITION
03rd Mar 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12th Feb 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
23rd Jan 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
23rd Jan 2020APPROVED FOR PUB - PRINCIPAL REGISTER
23rd Jan 2020TEAS/EMAIL CORRESPONDENCE ENTERED
21st Jan 2020ASSIGNED TO LIE
09th Jan 2020TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
10th Oct 2019REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED