
| Serial Number | 90318773 |
| Word Mark | ASSET STRATEGY HELPING YOU CREATE, MANAGE, PROTECT & DISTRIBUTE WEALTH |
| Filing Date | Friday, November 13, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 23, 2021 |
| Registration Number | 6566283 |
| Registration Date | Tuesday, November 23, 2021 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 7, 2021 |
| Disclaimer with Predetermined Text | "ASSET STRATEGY" |
| Goods and Services | Business advice and information relating to loans, finance and capital; Preparation of reports relating to finance and investments |
| Goods and Services | Administration of employee benefit plans concerning insurance and finance; Administration of employee welfare benefit plans concerning insurance and finance; Administration of retirement plans concerning insurance and finance; Advice on finance during retirement; Business finance procurement services; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial consulting services, namely, expert analysis in finance; Information, advisory, consultancy and research services relating to finance and investments; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line news in the field of finance; Provision of financial information relating to the finance industry involved in environmentally focused investments |
| Goods and Services | Providing a web site featuring non-downloadable instructional videos in the field of finance |
| Pseudo Mark | ASSET STRATEGY HELPING YOU CREATE, MANAGE, PROTECT AND DISTRIBUTE WEALTH |
| 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, January 13, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, January 1, 2019 |
| First Use In Commerce Date | Tuesday, January 1, 2019 |
| 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, January 13, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 1, 2019 |
| First Use In Commerce Date | Tuesday, January 1, 2019 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 13, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, January 1, 2019 |
| First Use In Commerce Date | Tuesday, January 1, 2019 |
| Party Name | Asset Strategy Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Natick, MA 01760 |
| Party Name | Asset Strategy Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Natick, MA 01760 |
| Party Name | Asset Strategy Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Natick, MA 01760 |
| Event Date | Event Description |
| Tuesday, November 23, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 7, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 7, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 18, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, July 30, 2021 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, July 30, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 30, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, July 30, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 28, 2021 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, July 7, 2021 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, July 7, 2021 | FINAL REFUSAL E-MAILED |
| Wednesday, July 7, 2021 | FINAL REFUSAL WRITTEN |
| Tuesday, July 6, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 6, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 2, 2021 | ASSIGNED TO LIE |
| Monday, May 10, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, May 10, 2021 | NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED |
| Monday, May 10, 2021 | NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED |
| Monday, May 10, 2021 | REPORT UNRESPONSIVE AMENDMENT - COMPLETED |
| Friday, May 7, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 6, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 6, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 23, 2021 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Friday, April 23, 2021 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Friday, April 23, 2021 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Friday, April 23, 2021 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Thursday, April 22, 2021 | ASSIGNED TO EXAMINER |
| Wednesday, January 13, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, November 17, 2020 | NEW APPLICATION ENTERED IN TRAM |