| Serial Number | 87612310 |
| Word Mark | AIM WEALTH PARTNERS |
| Filing Date | Monday, September 18, 2017 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Monday, September 4, 2023 |
| Registration Number | 5433520 |
| Registration Date | Tuesday, March 27, 2018 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 9, 2018 |
| Description of Mark | The mark consists of the following: the depiction of a mountain range is depicted in the colors white and blue with a yellow semicircle like design above the mountain range. The word "AIM" is depicted in the color yellow and the wording "WEALTH PARTNERS" is depicted in the color blue. |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, Individual Retail; Financial planning, namely, Groups; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management of employee pension plans; Financial retirement plan consulting services; Financial trust planning; Providing information in the field of employee financial benefit plans |
| Indication of Colors claimed | The color(s) yellow, white and blue is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH PARTNERS" |
| 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 | Friday, September 22, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 28, 2017 |
| First Use In Commerce Date | Monday, September 25, 2017 |
| Party Name | Alonzo Financial Services, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Tucson, AZ 85715 |
| Party Name | Alonzo Financial Services, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Tucson, AZ 85715 |
| Party Name | Alonzo Financial Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Tucson, AZ 85715 |
| Event Date | Event Description |
| Monday, September 4, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Monday, September 4, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Monday, September 4, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, April 5, 2023 | TEAS SECTION 8 RECEIVED |
| Monday, March 27, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 27, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 9, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 9, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 20, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 5, 2017 | ELECTRONIC RECORD REVIEW COMPLETE |
| Friday, November 24, 2017 | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED |
| Tuesday, November 21, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 17, 2017 | DATA MODIFICATION COMPLETED |
| Tuesday, November 14, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, November 14, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 7, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 7, 2017 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Tuesday, November 7, 2017 | ASSIGNED TO LIE |
| Tuesday, November 7, 2017 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Tuesday, November 7, 2017 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Tuesday, November 7, 2017 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Sunday, October 29, 2017 | ASSIGNED TO EXAMINER |
| Saturday, September 23, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, September 22, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 21, 2017 | NEW APPLICATION ENTERED |