| Serial Number | 98141976 |
| Word Mark | A DECIDEDLY HUMAN APPROACH TO MANAGING WEALTH |
| Filing Date | Monday, August 21, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 3, 2025 |
| Registration Number | 7820113 |
| Registration Date | Tuesday, June 3, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 4, 2024 |
| Goods and Services | Financial planning and investment advisory services; Investment consultation in the fields of private and public investment, investment portfolio design, investment manager due diligence and selection, risk management, tax planning, family and business continuity, philanthropy, cash management, estate planning, and real estate |
| Goods and Services | Business consulting, management, and planning services in the field of business investments, business acquisitions, sales of a business, and securities regulation and compliance; Business strategic planning services; Human resource analysis and consulting services |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 19, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, January 13, 2025 |
| First Use In Commerce Date | Monday, January 13, 2025 |
| 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 | Tuesday, September 19, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 13, 2025 |
| First Use In Commerce Date | Monday, January 13, 2025 |
| Party Name | Ballentine Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02451 |
| Party Name | Ballentine Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02451 |
| Party Name | Ballentine Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02451 |
| Event Date | Event Description |
| Friday, August 25, 2023 | NEW APPLICATION ENTERED |
| Tuesday, September 19, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 19, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, May 15, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, April 26, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 4, 2024 | PUBLISHED FOR OPPOSITION |
| Thursday, January 23, 2025 | USE AMENDMENT FILED |
| Thursday, January 23, 2025 | SOU EXTENSION 1 FILED |
| Tuesday, June 4, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 30, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, January 23, 2025 | SOU TEAS EXTENSION RECEIVED |
| Thursday, January 23, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, April 2, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, April 3, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, May 15, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, April 2, 2025 | SOU EXTENSION 1 GRANTED |
| Wednesday, April 2, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, June 3, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 3, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Thursday, May 15, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |