| Serial Number | 88220745 |
| Word Mark | ALIGN WEALTH MANAGEMENT |
| Filing Date | Friday, December 7, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 17, 2019 |
| Registration Number | 5935355 |
| Registration Date | Tuesday, December 17, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 1, 2019 |
| Goods and Services | Fiduciary investment portfolio management, namely, fee-only asset planning for retirement investments and estate planning for high net worth individuals; Investment management services, namely, fiduciary asset management of participant-directed investment plans; Investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for high net worth individuals and qualified retirement plans, all delivered as a Registered Investment Advisor (RIA); Fiduciary services, namely, fee-only Registered Investment Advisory (RIA) services for high net worth individuals in the nature of investment portfolio design and rebalancing of investment portfolios |
| Goods and Services | Fiduciary investment portfolio management, namely, fee-only tax planning for high net worth individuals |
| 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 | Tuesday, August 20, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, December 21, 2010 |
| First Use In Commerce Date | Tuesday, December 21, 2010 |
| 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 | Sunday, December 30, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 21, 2010 |
| First Use In Commerce Date | Tuesday, December 21, 2010 |
| Party Name | Align Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Oklahoma City, OK 73134 |
| Party Name | Align Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Oklahoma City, OK 73134 |
| Party Name | Align Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Oklahoma City, OK 73134 |
| Event Date | Event Description |
| Wednesday, January 30, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, December 11, 2018 | NEW APPLICATION ENTERED |
| Sunday, December 30, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 7, 2019 | NON-FINAL ACTION WRITTEN |
| Thursday, February 7, 2019 | NON-FINAL ACTION E-MAILED |
| Thursday, February 7, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 19, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 19, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, July 20, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, August 9, 2019 | NON-FINAL ACTION WRITTEN |
| Friday, August 9, 2019 | NON-FINAL ACTION E-MAILED |
| Friday, August 9, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 20, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, August 20, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, August 20, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 21, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, August 29, 2019 | ASSIGNED TO LIE |
| Wednesday, September 11, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 1, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 1, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 17, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 17, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |