Word

AN EXPERIENCE BEYOND WEALTH

Status

Pending

Status Code

641

Status Date

Friday, March 29, 2024

Serial Number

98107439

Mark Type

4000

Filing Date

Friday, July 28, 2023

Trademark Owner History

EPIQ Capital Group, LLC

Classifications

36 Financial services, namely, investment and wealth management services; Financial advisory and consultancy services; Financial planning and investment advisory services; Trust and estate planning, information and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services in the field of philanthropy in the nature of financial planning, information, consultancy, implementation and management; Insurance consultancy; Financial advice relating to tax; Real estate consultancy; Real estate advisory services; Debt and lines of credit advisory services; Real estate acquisition services; Holding company services performed for third parties, namely, investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Management of private equity funds; Bill payment services

45 Personal concierge services for others comprising making requested personal arrangements and reservations, research and providing customer-specific information to meet individual needs; Personal concierge services for others related to navigating medical, health and wellness; Personal concierge services for others related to finding providers and service people to meet individual needs

Trademark Events

Mar 29, 2024

Notification Of Non-Final Action E-Mailed

Mar 29, 2024

Non-Final Action E-Mailed

Mar 29, 2024

Non-Final Action Written

Mar 29, 2024

Assigned To Examiner

Aug 28, 2023

New Application Office Supplied Data Entered

Aug 1, 2023

New Application Entered