| Serial Number | 87631227 |
| Word Mark | ALTFEST PERSONAL WEALTH MANAGEMENT |
| Filing Date | Monday, October 2, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 29, 2018 |
| Registration Number | 5479906 |
| Registration Date | Tuesday, May 29, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 13, 2018 |
| Description of Mark | The mark consists of the word "Altfest" in large stylized font with the first letter A capitalized, inside a frame, with the words "Personal Wealth Management" in smaller font underneath, with the first letter of each word capitalized, with the width of the words being the same as the width of the frame above. |
| Goods and Services | Investment management and financial planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "PERSONAL WEALTH MANAGEMENT" |
| 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, October 6, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 21, 2016 |
| First Use In Commerce Date | Monday, November 21, 2016 |
| Party Name | L. J. ALTFEST & CO., INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10022 |
| Party Name | L. J. ALTFEST & CO., INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10022 |
| Party Name | L. J. ALTFEST & CO., INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10022 |
| Event Date | Event Description |
| Monday, October 23, 2017 | ASSIGNED TO EXAMINER |
| Thursday, October 5, 2017 | NEW APPLICATION ENTERED |
| Friday, October 6, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, October 7, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, October 30, 2017 | NON-FINAL ACTION WRITTEN |
| Monday, October 30, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, October 30, 2017 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 30, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, January 30, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, January 30, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 30, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 2, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 13, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 13, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 29, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 14, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, September 14, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, September 14, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, September 15, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, September 15, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, September 15, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, May 29, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, May 24, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, February 21, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |