Trademark: 97478813
Word

Status
Registered
Status Code
700
Status Date
Tuesday, September 19, 2023
Serial Number
97478813
Registration Number
7167638
Registration Date
Tuesday, September 19, 2023
Mark Type
2000
Filing Date
Tuesday, June 28, 2022
Published for Opposition
Tuesday, July 4, 2023

Trademark Owner History
Consultiva Wealth Management, Corp. - Original Registrant

Classifications
36 Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Assessing insurance claims; Assessment and management of real estate; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial data analysis; Fiscal valuations and assessments; Global investment research services; Investment advice; Investment advisory services; Investment management; Investment risk assessment services; Providing financial assessment services to families, individuals, state government entities, insurance companies, and credit unions in the field of endowments, pension funds, corporate reserves, welfare plans, and 401(k), 403(b) and 1081.01 retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services
35 Business management; Business management advice; Business management analysis; Business supervision; Business management supervision; Business records management; Business risk management; Financial statement preparation and analysis for businesses; Outsource service provider in the field of business management; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof
The mark consists of two overlapping diamonds with lines running inward in a spiral parallel to the outer edges of the diamonds.
Color is not claimed as a feature of the mark.

Trademark Events
Sep 19, 2023
Notice Of Registration Confirmation Emailed
Sep 19, 2023
Registered-Principal Register
Jul 4, 2023
Official Gazette Publication Confirmation E-Mailed
Jul 4, 2023
Published For Opposition
Jun 14, 2023
Notification Of Notice Of Publication E-Mailed
Jun 1, 2023
Approved For Pub - Principal Register
Jun 1, 2023
Examiner's Amendment Entered
Jun 1, 2023
Notification Of Examiners Amendment E-Mailed
Jun 1, 2023
Examiners Amendment E-Mailed
Jun 1, 2023
Examiners Amendment -Written
May 17, 2023
Teas/Email Correspondence Entered
May 17, 2023
Correspondence Received In Law Office
May 17, 2023
Teas Response To Office Action Received
Apr 19, 2023
Notification Of Non-Final Action E-Mailed
Apr 19, 2023
Non-Final Action E-Mailed
Apr 19, 2023
Non-Final Action Written
Apr 12, 2023
Assigned To Examiner
Jul 16, 2022
Notice Of Design Search Code E-Mailed
Jul 15, 2022
New Application Office Supplied Data Entered
Jul 1, 2022
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24