| Serial Number | 97458884 |
| Word Mark | ALVARIUM TIEDEMANN ALTI |
| Filing Date | Wednesday, June 15, 2022 |
| Status | 654 - REPORT COMPLETED SUSPENSION CHECK - CASE STILL SUSPENDED |
| Status Date | Tuesday, October 1, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Estate planning; estate trust management; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial portfolio management; Financial risk management; Financial trust planning; Financial trust administration; Financial advice; Financial analysis; Financial planning; Investment advisory services; Investment consultancy; Investment management; Monetary strategy consultation and research; Financial services, namely, wealth management services; impact and socially responsible investing of funds for others in the fields of venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; environmental, social and governance investing of funds for others in the fields of venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; trustee services; Real estate investment services; real estate funds investment services; real estate trustee services; real estate financing services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others |
| Goods and Services | Business management advice; Business records management; Tax consultation; Tax advisory services; market research and business analyses; Market analysis |
| Goods and Services | software as a service (SAAS) services and providing online, non-downloadable computer software all featuring software for investing use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management, estate planning; software as a service (SAAS) services and providing online, non-downloadable computer software all featuring software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions |
| 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, June 28, 2022 |
| 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 | Tuesday, June 28, 2022 |
| 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 | Tuesday, June 28, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | ALTI ASSET MANAGEMENT HOLDINGS 2 LIMITED |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 24 - NOT AVAILABLE |
| Address | LONDON SW1E 5BY |
| Party Name | Tiedemann Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10022 |
| Party Name | Alvarium Investments Limited |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | London W1S3AG GB |
| Event Date | Event Description |
| Tuesday, April 4, 2023 | NON-FINAL ACTION E-MAILED |
| Saturday, June 18, 2022 | NEW APPLICATION ENTERED |
| Tuesday, June 28, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 28, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, April 4, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 4, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 5, 2023 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Wednesday, July 5, 2023 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, October 4, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 4, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, October 5, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 6, 2023 | SUSPENSION LETTER WRITTEN |
| Friday, October 6, 2023 | LETTER OF SUSPENSION E-MAILED |
| Friday, October 6, 2023 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Wednesday, January 24, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, April 4, 2024 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Tuesday, October 1, 2024 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |