Trademark: 97474066
Word
1834 WEALTH MANAGEMENT
Status
Pending
Status Code
730
Status Date
Tuesday, December 19, 2023
Serial Number
97474066
Mark Type
4000
Filing Date
Friday, June 24, 2022
Published for Opposition
Tuesday, May 23, 2023

Trademark Owner History
Old National Bank - Owner At Publication

Classifications
36 private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; investment management in the fields of stocks, ETFs, mutual funds, bonds, and retirement; financial services, namely, wealth management services featuring a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, wealth management services in the nature of wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts; financial institutional services for businesses and nonprofits, namely, investment and asset management, corporate trust company services, philanthropy consultation related to fundraising and endowments, and financial administration of employee-sponsored retirement plans
35 business succession planning; executive business succession planning
EIGHTEEN THIRTY FOUR WEALTH MANAGEMENT; ONE THOUSAND EIGHT HUNDRED THIRTY FOUR WEALTH MANAGEMENT; ONE EIGHT THREE FOUR WEALTH MANAGEMENT
"WEALTH MANAGEMENT"

Trademark Events
Dec 21, 2023
Notice Of Approval Of Extension Request E-Mailed
Dec 19, 2023
Sou Extension 1 Granted
Dec 19, 2023
Sou Extension 1 Filed
Dec 19, 2023
Sou Teas Extension Received
Jul 18, 2023
Noa E-Mailed - Sou Required From Applicant
May 23, 2023
Official Gazette Publication Confirmation E-Mailed
May 23, 2023
Published For Opposition
May 3, 2023
Notification Of Notice Of Publication E-Mailed
Apr 17, 2023
Approved For Pub - Principal Register
Mar 24, 2023
Teas/Email Correspondence Entered
Mar 24, 2023
Correspondence Received In Law Office
Mar 24, 2023
Teas Response To Office Action Received
Oct 20, 2022
Notification Of Non-Final Action E-Mailed
Oct 20, 2022
Non-Final Action E-Mailed
Oct 20, 2022
Non-Final Action Written
Oct 13, 2022
Assigned To Examiner
Jul 13, 2022
New Application Office Supplied Data Entered
Jun 28, 2022
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24