| Serial Number | 99217625 |
| Word Mark | ASSETTREE |
| Filing Date | Wednesday, June 4, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, January 8, 2026 |
| 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 | Tuesday, January 27, 2026 |
| Goods and Services | Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting and advising in the field of mergers and acquisitions; Financial wealth management services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of wealth management; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Investment advisory services; Real estate investment trust advisory services; Family office investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development |
| Pseudo Mark | ASSET TREE |
| 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, June 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, December 1, 2024 |
| First Use In Commerce Date | Wednesday, January 1, 2025 |
| Party Name | AssetTree, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Belleair Bluffs, FL 33770-1726 |
| Event Date | Event Description |
| Wednesday, June 4, 2025 | NEW APPLICATION ENTERED |
| Wednesday, June 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, October 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 24, 2025 | ASSIGNED TO EXAMINER |
| Friday, October 24, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, October 24, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, October 24, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 1, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 1, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, December 1, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, December 4, 2025 | FINAL REFUSAL WRITTEN |
| Thursday, December 4, 2025 | FINAL REFUSAL E-MAILED |
| Thursday, December 4, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, December 9, 2025 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Thursday, December 18, 2025 | ASSIGNED TO LIE |
| Friday, January 2, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 2, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 5, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 21, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |