| Serial Number | 98079142 |
| Word Mark | ADVICE ENGAGEMENT |
| Filing Date | Tuesday, July 11, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, July 16, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 21, 2024 |
| Description of Mark | The mark consists of the words "ADVICE ENGAGEMENT" to the right of interlocking quote bubbles within a triangle design. |
| Goods and Services | Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Family business succession planning; business transition planning; tax planning |
| NOT AVAILABLE | "ADVICE ENGAGEMENT" |
| Goods and Services | Software as a service (SaaS) services featuring computer software for creating, accessing and editing interactive game presentations in the fields of financial consulting, investment advice, family succession, financial portfolio and financial legacy consulting and advice, financial planning, wealth management, estate settlement, estate planning, and family office services, namely, financial planning, investment, lifestyle and legacy advice tailored to wealthy families |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 9, 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, August 9, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 9, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | ADVICE ENGAGEMENT, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92131 |
| Party Name | ADVICE ENGAGEMENT, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92131 |
| Event Date | Event Description |
| Friday, July 14, 2023 | NEW APPLICATION ENTERED |
| Wednesday, August 9, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 10, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, March 20, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, March 20, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 20, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 20, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 10, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 10, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 10, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 12, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 1, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 21, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 21, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 16, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |