A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT Trademark

Trademark Overview

On Wednesday, September 5, 2018, a trademark application was filed for A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT trademark a serial number of 88104955. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, October 11, 2024. This trademark is owned by Autumn Lane Advisors. The A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial services, namely, wealth management services; Investment management
a family office approach to wealth management

General Information

Serial Number88104955
Word MarkA FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT
Filing DateWednesday, September 5, 2018
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, October 11, 2024
Registration Number5688038
Registration DateTuesday, February 26, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial planning; Financial services, namely, wealth management services; Investment management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 12, 2018
Primary Code036
First Use Anywhere DateMonday, August 27, 2018
First Use In Commerce DateMonday, August 27, 2018

Trademark Owner History

Party NameAutumn Lane Advisors
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressHouston, TX 77063
US
Party NameAutumn Lane Advisors
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHouston, TX 77063
US

Trademark Events

Event DateEvent Description
Saturday, September 8, 2018NEW APPLICATION ENTERED
Wednesday, September 12, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, December 14, 2018ASSIGNED TO EXAMINER
Monday, December 17, 2018EXAMINERS AMENDMENT -WRITTEN
Monday, December 17, 2018EXAMINERS AMENDMENT E-MAILED
Monday, December 17, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, December 17, 2018EXAMINER'S AMENDMENT ENTERED
Tuesday, December 18, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, January 14, 2019ASSIGNED TO LIE
Wednesday, January 23, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, February 26, 2019REGISTERED-SUPPLEMENTAL REGISTER
Monday, February 26, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, February 27, 2024TEAS SECTION 8 RECEIVED
Friday, October 11, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, October 11, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, October 11, 2024NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, April 21, 2026TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, April 21, 2026APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, April 21, 2026TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, April 21, 2026ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, April 21, 2026TEAS CHANGE OF CORRESPONDENCE RECEIVED

Related Keywords

management wealth approach office family services financial investment namely planning