Word

LIFESTYLE. LEGACY. PHILANTHROPY.

Status

Registered

Status Code

702

Status Date

Tuesday, October 22, 2019

Serial Number

85934322

Registration Number

4523323

Registration Date

Tuesday, April 29, 2014

Mark Type

4000

Filing Date

Thursday, May 16, 2013

Published for Opposition

Tuesday, October 29, 2013

Trademark Owner History

CAPFINANCIAL PARTNERS, LLC -
Covenant Multi-Family Offices, LLC - Original Registrant

Classifications

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

16 Printed informational materials 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

36 Wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, and financial asset management; financial consultancy services concerning family governance, family education, community service, and philanthropy service; risk management consultation; financial advisory and consultancy services; insurance consultancy services

35 Tax return preparation; tax planning advice, information and consultancy services

Trademark Events

Apr 29, 2023

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

Sep 22, 2021

Automatic Update Of Assignment Of Ownership

Oct 22, 2019

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

Oct 22, 2019

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

Oct 22, 2019

Case Assigned To Post Registration Paralegal

Sep 24, 2019

Teas Section 8 & 15 Received

Apr 29, 2019

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

Apr 29, 2014

Registered-Principal Register

Mar 25, 2014

Notice Of Acceptance Of Statement Of Use E-Mailed

Mar 24, 2014

Law Office Registration Review Completed

Mar 24, 2014

Allowed Principal Register - Sou Accepted

Mar 24, 2014

Statement Of Use Processing Complete

Feb 18, 2014

Use Amendment Filed

Mar 21, 2014

Case Assigned To Intent To Use Paralegal

Feb 18, 2014

Teas Statement Of Use Received

Dec 24, 2013

Noa E-Mailed - Sou Required From Applicant

Oct 29, 2013

Official Gazette Publication Confirmation E-Mailed

Oct 29, 2013

Published For Opposition

Oct 9, 2013

Notification Of Notice Of Publication E-Mailed

Sep 21, 2013

Law Office Publication Review Completed

Sep 20, 2013

Assigned To Lie

Sep 10, 2013

Approved For Pub - Principal Register

Sep 9, 2013

Examiner's Amendment Entered

Sep 9, 2013

Notification Of Examiners Amendment E-Mailed

Sep 9, 2013

Examiners Amendment E-Mailed

Sep 9, 2013

Examiners Amendment -Written

Sep 4, 2013

Notification Of Non-Final Action E-Mailed

Sep 4, 2013

Non-Final Action E-Mailed

Sep 4, 2013

Non-Final Action Written

Sep 4, 2013

Assigned To Examiner

May 28, 2013

New Application Office Supplied Data Entered

May 20, 2013

New Application Entered