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LYELL WEALTH MANAGEMENT
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 23 Feb 2024

Last Applicant/ Owned by

3000 Sand Hill Road

Menlo Park

CA

94025

Serial Number

86965198 filed on 05th Apr 2016

Registration Number

5302403 registered on 03rd Oct 2017

in the Principal Register

Correspondent Address

William R. Samuels

COLE-FRIEMAN & MALLON LLP

575 Lexington Avenue, 7th Floor

New York,NY 10022

Filing Basis

1. intent to use

2. use application currently

Disclaimer

"WEALTH MANAGEMENT"

LYELL WEALTH MANAGEMENT

"WEALTH MANAGEMENT" Color is not claimed as a feature of the mark. Financial services, namely, wealth management; financial services, namely, investment management, investment advice, funds investment, investment consultation services; financial planning services, estate planning services, financial advisory and consulting services in the field of charitable giving; private and public equity invRead More

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, wealth management; financial services, namely, investment management, investment advice, funds investment, investment consultation services; financial planning services, estate planning services, financial advisory and consulting services in the field of charitable giving; private and public equity investment management


First Use Date in General

20th May 2016

First Use Date in Commerce

20th May 2016

Mark Details


Serial Number

No 86965198

Mark Type

No Service Mark

Attorney Docket Number

No

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)

06.01.04 -

Mountains, mountain landscapes

26.17.13 -

Letters or words underlined and/or overlined by one or more strokes or lines

Description of Design Search

The mark consists of a design of mountains with a horizontal line beneath. Below the horizontal line and to the left, appears the word "LYELL" in larger font. To the right of this wording appears the wording "WEALTH MANAGEMENT" in smaller font and stacked vertically.

Legal History


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Status DateAction Taken
23rd Feb 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
23rd Feb 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
23rd Feb 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07th Sep 2023TEAS SECTION 8 & 15 RECEIVED
17th Jun 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
17th Jun 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
17th Jun 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
03rd Oct 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02th Aug 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
02th Aug 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED