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Live/Registered
REGISTERED

on 28 Feb 2023

Last Applicant/ Owned by

2141 North Donovan Way

San Ramon

CA

94582

Serial Number

90860542 filed on 02th Aug 2021

Registration Number

6988754 registered on 28th Feb 2023

in the Principal Register

Correspondent Address

Joshua A. Schaul

Garvey Adam LLP

19900 MacArthur Boulevard

Suite 530

Irvine, CA 92612

Filing Basis

1. use application currently

Disclaimer

NO DATA

Logo Mark Trademark Information

The mark consists of three shapes. One large diagonal oval shape, and two semi circles on the longer sides of the oval. Investment and financial services, namely, financial portfolio management and analysis, asset management in the nature of asset allocation, asset management, private asset management, financial risk planning, estate planning in the nature of retirement income and cash flow plannRead More

Classification Information


Class [036]
Insurance & Financial Services


Investment and financial services, namely, financial portfolio management and analysis, asset management in the nature of asset allocation, asset management, private asset management, financial risk planning, estate planning in the nature of retirement income and cash flow planning, financial planning in the field of charitable giving, financial planning in the field of educational expenses; consulting in the fields of finance, real estate investments, capital investments, financial planning, wealth management, financial retirement planning, life insurance, property insurance, long-term care insurance, financial investment in the field of securities, financial investment in the field of agricultural-based securities holdings, and financial valuation; estate planning; investment and financial services, namely, financial planning, investment, and advisory services tailored to wealthy families


First Use Date in General

26th Jun 2009

First Use Date in Commerce

26th Jun 2009

Mark Details


Serial Number

No 90860542

Mark Type

No Service Mark

Attorney Docket Number

No ga4671

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.01.06 -

Semi-circles

26.03.02 -

Plain single line ovals

26.03.21 -

Ovals that are completely or partially shaded

Description of Design Search

The mark consists of three shapes. One large diagonal oval shape, and two semi circles on the longer sides of the oval.

Legal History


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Status DateAction Taken
28th Feb 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
28th Feb 2023REGISTERED-PRINCIPAL REGISTER
13th Dec 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
13th Dec 2022PUBLISHED FOR OPPOSITION
23rd Nov 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10th Nov 2022APPROVED FOR PUB - PRINCIPAL REGISTER
05th Nov 2022TEAS/EMAIL CORRESPONDENCE ENTERED
04th Nov 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
04th Nov 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
13th May 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED