Trademark: 88154800
Word
LIVE OAK PRIVATE WEALTH
Status
Registered
Status Code
700
Status Date
Tuesday, October 22, 2019
Serial Number
88154800
Registration Number
5892848
Registration Date
Tuesday, October 22, 2019
Mark Type
4000
Filing Date
Monday, October 15, 2018
Published for Opposition
Tuesday, May 28, 2019

Trademark Owner History
Live Oak Private Wealth, LLC - Original Registrant

Classifications
36 Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, consulting for financial planners, financial advisors and financial asset managers; Investment advice and brokerage services in the field of securities and annuities; Financial and investment services, namely, asset and investment acquisition and development, consultation and advisory services; Investment management and advisory services, all provided to financial planners, financial advisors and financial asset managers; Financial services, namely, wealth management services provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Providing information in the field of financial planning, investment management and wealth management to planners to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions
42 Providing on-line, non-downloadable, interactive software for managing investments for use in the financial field by investment advisors; Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
"PRIVATE WEALTH"

Trademark Events
Oct 22, 2019
Registered-Principal Register
Sep 20, 2019
Notice Of Acceptance Of Statement Of Use E-Mailed
Sep 19, 2019
Allowed Principal Register - Sou Accepted
Sep 18, 2019
Statement Of Use Processing Complete
Aug 22, 2019
Use Amendment Filed
Sep 18, 2019
Case Assigned To Intent To Use Paralegal
Aug 22, 2019
Teas Statement Of Use Received
Jul 23, 2019
Noa E-Mailed - Sou Required From Applicant
May 28, 2019
Official Gazette Publication Confirmation E-Mailed
May 28, 2019
Published For Opposition
May 8, 2019
Notification Of Notice Of Publication E-Mailed
Apr 23, 2019
Law Office Publication Review Completed
Apr 23, 2019
Approved For Pub - Principal Register
Apr 12, 2019
Teas/Email Correspondence Entered
Apr 12, 2019
Correspondence Received In Law Office
Apr 12, 2019
Teas Response To Office Action Received
Apr 2, 2019
Notification Of Non-Final Action E-Mailed
Apr 2, 2019
Non-Final Action E-Mailed
Apr 2, 2019
Non-Final Action Written
Apr 1, 2019
Previous Allowance Count Withdrawn
Mar 26, 2019
Withdrawn From Pub - Og Review Query
Mar 12, 2019
Law Office Publication Review Completed
Mar 11, 2019
Assigned To Lie
Feb 20, 2019
Approved For Pub - Principal Register
Feb 19, 2019
Teas/Email Correspondence Entered
Feb 19, 2019
Correspondence Received In Law Office
Feb 19, 2019
Teas Response To Office Action Received
Jan 25, 2019
Notification Of Non-Final Action E-Mailed
Jan 25, 2019
Non-Final Action E-Mailed
Jan 25, 2019
Non-Final Action Written
Jan 24, 2019
Assigned To Examiner
Oct 25, 2018
New Application Office Supplied Data Entered In Tram
Oct 18, 2018
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24