Word

FAMILY WEALTH MANAGEMENT

Status

Dead

Status Code

710

Status Date

Friday, October 28, 2022

Serial Number

85393319

Registration Number

4128520

Registration Date

Tuesday, April 17, 2012

Mark Type

3000

Filing Date

Tuesday, August 9, 2011

Published for Opposition

Tuesday, January 31, 2012

Cancellation Date

Friday, October 28, 2022

Trademark Owner History

Bolton Capital Management, Inc. - Original Registrant

Classifications

36 Financial asset management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Public equity investment management

The mark consists of "FAMILY WEALTH" in blue font above a gold line with "MANAGEMENT" in blue font below the gold line. To the left of the text and the same height top to bottom as both lines of the text, is a triangle, split into three sections horizontally. Each section outlined in a gold line and filled in blue.
The color(s) blue and gold is/are claimed as a feature of the mark.
"FAMILY WEALTH MANAGEMENT"

Trademark Events

Oct 28, 2022

Cancelled Sec. 8 (10-Yr)/Expired Section 9

Apr 17, 2021

Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed

May 24, 2018

Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed

May 24, 2018

Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.

May 24, 2018

Case Assigned To Post Registration Paralegal

May 11, 2018

Teas Change Of Correspondence Received

May 11, 2018

Teas Section 8 & 15 Received

Apr 17, 2017

Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed

Apr 17, 2012

Registered-Principal Register

Jan 31, 2012

Official Gazette Publication Confirmation E-Mailed

Jan 31, 2012

Published For Opposition

Jan 11, 2012

Notification Of Notice Of Publication E-Mailed

Dec 27, 2011

Law Office Publication Review Completed

Dec 21, 2011

Assigned To Lie

Dec 1, 2011

Approved For Pub - Principal Register

Dec 1, 2011

Examiner's Amendment Entered

Dec 1, 2011

Notification Of Examiners Amendment E-Mailed

Dec 1, 2011

Examiners Amendment E-Mailed

Dec 1, 2011

Examiners Amendment -Written

Dec 1, 2011

Assigned To Examiner

Aug 13, 2011

Notice Of Design Search Code Mailed

Aug 12, 2011

New Application Office Supplied Data Entered In Tram

Aug 12, 2011

New Application Entered In Tram