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LNW PERSONAL WEALTH ADVISORY FROM LAIRD NORTON WETHERBY

Status

Pending

Status Code

688

Status Date

Tuesday, June 11, 2024

Serial Number

98088571

Mark Type

4

Filing Date

Monday, July 17, 2023

Published for Opposition

Tuesday, April 16, 2024

Trademark Owner History

Laird Norton Company LLC - Owner At Publication

Classifications

41 educational services, namely, providing classes, seminars including webinars, and workshops in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management

9 downloadable electronic publications, namely, reports and informational and educational materials in the nature of white papers, brochures, and informational sheets in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management

16 printed publications, namely, reports and informational and educational materials in the nature of white papers, brochures, and informational sheets in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management

36 financial services, namely, investment services, namely, asset allocation, cash flow management, investment consultation, and investment management services; financial services, namely, trust and estate administration services and estate planning consultation; financial services, namely, risk management consultation; financial services, namely, financial asset management; financial services, namely, impact investing services for others for investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return; financial planning and investment advisory services; financial services, namely, wealth management services

"PERSONAL WEALTH ADVISORY"

Trademark Events

Jul 20, 2023

New Application Entered

Aug 16, 2023

New Application Office Supplied Data Entered

Jan 26, 2024

Assigned To Examiner

Feb 5, 2024

Priority Action Written

Feb 5, 2024

Priority Action E-Mailed

Feb 5, 2024

Notification Of Priority Action E-Mailed

Feb 15, 2024

Examiners Amendment -Written

Feb 15, 2024

Examiners Amendment E-Mailed

Feb 15, 2024

Notification Of Examiners Amendment E-Mailed

Feb 15, 2024

Examiner's Amendment Entered

Feb 15, 2024

Teas Response To Office Action Received

Mar 8, 2024

Attorney Review Completed

Mar 8, 2024

Approved For Pub - Principal Register

Mar 27, 2024

Notification Of Notice Of Publication E-Mailed

Apr 16, 2024

Published For Opposition

Apr 16, 2024

Official Gazette Publication Confirmation E-Mailed

Jun 11, 2024

Noa E-Mailed - Sou Required From Applicant