Trademark: 88805231
Word
PRIVATE FAMILY OFFICE
Status
Registered
Status Code
700
Status Date
Tuesday, December 14, 2021
Serial Number
88805231
Registration Number
6591142
Registration Date
Tuesday, December 14, 2021
Mark Type
3000
Filing Date
Friday, February 21, 2020
Published for Opposition
Tuesday, June 30, 2020

Trademark Owner History
Dow Software, LLC - Original Registrant

Classifications
36 Financial consultancy, advice, planning and management; investment advisory services; investment management; financial portfolio analysis services; investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, and financial philanthropic gift planning; providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a web site to retrieve and display data from third party financial and investment web sites on one or more consolidated views; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, banks and other financial institutions, accounts, lawyers and other professional advisors, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; providing information pertaining to finance, banking, investments and retirement planning, through electronic means
42 Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; 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 financial planning and management, investments, and retirement planning and related applications which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; providing online, non-downloadable software 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; providing temporary use of online non-downloadable software and applications for use by family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants, in the management of investments, taxes, philanthropic activities, trusts, household finances, real property maintenance, housekeeping and repairs, and travel planning and coordination; providing temporary use of online non-downloadable software and applications for use to facilitate communication among family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants; providing temporary use of online non-downloadable software and applications for use by family offices, families, households and individuals, and their professional advisors and support personnel, in the management of information and communications related to staffing, health and medical matters, pets, social connections, calendaring, recordkeeping and memorabilia
Color is not claimed as a feature of the mark.
"PRIVATE FAMILY OFFICE"
The mark consists of the words "PRIVATE FAMILY OFFICE" all stacked inside an image of a half-shield.

Trademark Events
Dec 14, 2021
Registered-Principal Register
Nov 9, 2021
Notice Of Acceptance Of Statement Of Use E-Mailed
Nov 8, 2021
Allowed Principal Register - Sou Accepted
Nov 8, 2021
Teas/Email Correspondence Entered
Nov 8, 2021
Correspondence Received In Law Office
Nov 8, 2021
Assigned To Lie
Nov 2, 2021
Teas Response To Office Action Received
Aug 23, 2021
Notification Of Non-Final Action E-Mailed
Aug 23, 2021
Non-Final Action E-Mailed
Aug 23, 2021
Su - Non-Final Action - Written
Aug 22, 2021
Statement Of Use Processing Complete
Aug 17, 2021
Use Amendment Filed
Aug 22, 2021
Case Assigned To Intent To Use Paralegal
Aug 17, 2021
Teas Statement Of Use Received
Feb 2, 2021
Notice Of Approval Of Extension Request E-Mailed
Jan 29, 2021
Extension 1 Granted
Jan 29, 2021
Extension 1 Filed
Jan 29, 2021
Teas Extension Received
Aug 25, 2020
Noa E-Mailed - Sou Required From Applicant
Jun 30, 2020
Official Gazette Publication Confirmation E-Mailed
Jun 30, 2020
Published For Opposition
Jun 10, 2020
Notification Of Notice Of Publication E-Mailed
May 22, 2020
Approved For Pub - Principal Register
May 22, 2020
Examiner's Amendment Entered
May 22, 2020
Notification Of Examiners Amendment E-Mailed
May 22, 2020
Examiners Amendment E-Mailed
May 22, 2020
Examiners Amendment -Written
May 12, 2020
Assigned To Examiner
Feb 26, 2020
Notice Of Design Search Code E-Mailed
Feb 25, 2020
New Application Office Supplied Data Entered In Tram
Feb 25, 2020
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24