| Serial Number | 97474066 |
| Word Mark | 1834 WEALTH MANAGEMENT |
| Filing Date | Friday, June 24, 2022 |
| Status | 731 - SECOND EXTENSION - GRANTED |
| Status Date | Thursday, July 11, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 23, 2023 |
| Pseudo Mark | EIGHTEEN THIRTY FOUR WEALTH MANAGEMENT; ONE THOUSAND EIGHT HUNDRED THIRTY FOUR WEALTH MANAGEMENT; ONE EIGHT THREE FOUR WEALTH MANAGEMENT |
| Goods and Services | private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; investment management in the fields of stocks, ETFs, mutual funds, bonds, and retirement; financial services, namely, wealth management services featuring a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, wealth management services in the nature of wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts; financial institutional services for businesses and nonprofits, namely, investment and asset management, corporate trust company services, philanthropy consultation related to fundraising and endowments, and financial administration of employee-sponsored retirement plans |
| Goods and Services | business succession planning; executive business succession planning |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, March 24, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 13, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Old National Bank |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Evansville, IN 47708 |
| Party Name | Old National Bank |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Evansville, IN 47708 |
| Event Date | Event Description |
| Thursday, October 13, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, June 28, 2022 | NEW APPLICATION ENTERED |
| Wednesday, July 13, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 20, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, October 20, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, October 20, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 24, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 24, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 24, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 17, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 3, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 23, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 23, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 18, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 19, 2023 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, December 19, 2023 | SOU EXTENSION 1 FILED |
| Tuesday, December 19, 2023 | SOU EXTENSION 1 GRANTED |
| Thursday, July 11, 2024 | SOU TEAS EXTENSION RECEIVED |
| Thursday, December 21, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, August 15, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, July 11, 2024 | SOU EXTENSION 2 FILED |
| Thursday, July 11, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, July 11, 2024 | SOU EXTENSION 2 GRANTED |