Trademark: 85626152
Status Date
Wednesday, October 2, 2019
Registration Number
4530164
Registration Date
Tuesday, May 13, 2014
Filing Date
Tuesday, May 15, 2012
Published for Opposition
Tuesday, January 1, 2013
9 Downloadable electronic documents in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; downloadable computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; downloadable software in the nature of a mobile application for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy
The mark consists of a triquetra design intertwined with a circle.
Color is not claimed as a feature of the mark.
May 13, 2023
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Sep 22, 2021
Automatic Update Of Assignment Of Ownership
Oct 2, 2019
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Oct 2, 2019
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Sep 24, 2019
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 24, 2019
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 24, 2019
Teas Response To Office Action-Post Reg Received
Jul 31, 2019
Post Registration Action Mailed - Sec. 8 & 15
Jul 31, 2019
Case Assigned To Post Registration Paralegal
Jun 28, 2019
Teas Section 8 & 15 Received
May 13, 2019
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
May 13, 2014
Registered-Principal Register
Apr 8, 2014
Notice Of Acceptance Of Statement Of Use E-Mailed
Apr 7, 2014
Law Office Registration Review Completed
Apr 7, 2014
Assigned To Lie
Mar 31, 2014
Allowed Principal Register - Sou Accepted
Mar 12, 2014
Notice Of Approval Of Extension Request E-Mailed
Mar 11, 2014
Statement Of Use Processing Complete
Feb 18, 2014
Use Amendment Filed
Mar 11, 2014
Sou Extension 2 Granted
Feb 18, 2014
Sou Extension 2 Filed
Feb 18, 2014
Teas Extension Received
Feb 18, 2014
Teas Statement Of Use Received
Sep 12, 2013
Notice Of Approval Of Extension Request E-Mailed
Sep 12, 2013
Corrected Noa E-Mailed
Sep 11, 2013
Sou Extension 1 Granted
Aug 14, 2013
Sou Extension 1 Filed
Sep 11, 2013
Divisional Processing Complete
Aug 14, 2013
Divisional Request Received
Sep 6, 2013
Case Assigned To Intent To Use Paralegal
Aug 14, 2013
Teas Request To Divide Received
Aug 14, 2013
Teas Extension Received
Feb 26, 2013
Noa E-Mailed - Sou Required From Applicant
Jan 1, 2013
Official Gazette Publication Confirmation E-Mailed
Jan 1, 2013
Published For Opposition
Dec 12, 2012
Notification Of Notice Of Publication E-Mailed
Nov 27, 2012
Law Office Publication Review Completed
Nov 27, 2012
Assigned To Lie
Nov 8, 2012
Approved For Pub - Principal Register
Nov 8, 2012
Examiner's Amendment Entered
Nov 8, 2012
Notification Of Examiners Amendment E-Mailed
Nov 8, 2012
Examiners Amendment E-Mailed
Nov 8, 2012
Examiners Amendment -Written
Oct 28, 2012
Notification Of Final Refusal Emailed
Oct 28, 2012
Final Refusal E-Mailed
Oct 28, 2012
Final Refusal Written
Oct 5, 2012
Teas/Email Correspondence Entered
Oct 5, 2012
Correspondence Received In Law Office
Oct 5, 2012
Teas Response To Office Action Received
Aug 9, 2012
Notification Of Non-Final Action E-Mailed
Aug 9, 2012
Non-Final Action E-Mailed
Aug 9, 2012
Non-Final Action Written
Aug 7, 2012
Assigned To Examiner
May 23, 2012
Notice Of Design Search Code Mailed
May 22, 2012
New Application Office Supplied Data Entered
May 18, 2012
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
