| Serial Number | 76527069 |
| Word Mark | ANNEX WEALTH MANAGEMENT |
| Filing Date | Wednesday, July 2, 2003 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, April 28, 2014 |
| Registration Number | 2850588 |
| Registration Date | Tuesday, June 8, 2004 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 16, 2004 |
| Goods and Services | Financial analysis and consultation; Financial information provided by electronic means; Financial portfolio management; Financial research; financial management and planning; Investment consultation |
| Goods and Services | Tax consultation and tax assessment |
| Disclaimer with Predetermined Text | "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 | Wednesday, July 16, 2003 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, December 1, 2000 |
| First Use In Commerce Date | Friday, December 1, 2000 |
| 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, July 16, 2003 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, December 1, 2000 |
| First Use In Commerce Date | Friday, December 1, 2000 |
| Party Name | Annex Wealth Management LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Brookfield, WI 530450344 |
| Party Name | Annex Wealth Management LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Brookfield, WI 530450344 |
| Party Name | Annex Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Brookfield, WI 530450344 |
| Event Date | Event Description |
| Thursday, June 8, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, April 28, 2014 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Monday, April 28, 2014 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, April 28, 2014 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, April 24, 2014 | REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED |
| Thursday, April 24, 2014 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, April 4, 2014 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, April 4, 2014 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, November 18, 2013 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 11, 2009 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, July 6, 2009 | ASSIGNED TO PARALEGAL |
| Tuesday, June 30, 2009 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, June 8, 2004 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 16, 2004 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 25, 2004 | NOTICE OF PUBLICATION |
| Friday, January 16, 2004 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 17, 2003 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 17, 2003 | PAPER RECEIVED |
| Thursday, December 11, 2003 | NON-FINAL ACTION E-MAILED |
| Wednesday, November 26, 2003 | ASSIGNED TO EXAMINER |