| Serial Number | 87207202 |
| Word Mark | AW WEALTH STRATEGY WEALTH TEAM WEALTH PORTFOLIO WEALTH PROTECT WEALTH SERVICE WEALTH FOUNDATION PROCESS |
| Filing Date | Tuesday, October 18, 2016 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, January 19, 2024 |
| Registration Number | 5235664 |
| Registration Date | Tuesday, July 4, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 18, 2017 |
| Description of Mark | The mark consists of a Parthenon building style design, in the top of the building is a rounded square with the stylized letters "AW", in the middle there are five columns, in the columns appear stylized letters stating "Wealth Strategy", "Wealth Team", "Wealth Portfolio", "Wealth Protect", "Wealth Service", at the bottom of the building there are stylized letters stating "Wealth Foundation Process". |
| Pseudo Mark | ARMSTRONG WEALTH STRATEGY WEALTH TEAM WEALTH PORTFOLIO WEALTH PROTECT WEALTH SERVICE WEALTH FOUNDATION PROCESS |
| Goods and Services | Financial analysis; Financial analysis and consultation; Financial consultation; Financial consulting; Financial information; Financial investment analysis and stock research; Financial management; Financial planning; Financial planning consultation; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Strategic financial advisory services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH STRATEGY" "WEALTH TEAM" "WEALTH PORTFOLIO" "WEALTH PROTECT" "WEALTH SERVICE" "WEALTH FOUNDATION PROCESS" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, January 19, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 16, 2011 |
| First Use In Commerce Date | Friday, September 16, 2011 |
| Party Name | LPL FINANCIAL LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SAN DIEGO, CA 92121 |
| Party Name | Armstrong Wealth Management Group, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Florence, SC 29501 |
| Party Name | Armstrong Wealth Management Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Florence, SC 29501 |
| Party Name | Armstrong Wealth Management Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Florence, SC 29501 |
| Event Date | Event Description |
| Friday, January 19, 2024 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, July 26, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, July 4, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 4, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 13, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, April 18, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 18, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 29, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, March 8, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, February 25, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 24, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 24, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, January 26, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, January 26, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, January 26, 2017 | NON-FINAL ACTION WRITTEN |
| Thursday, January 26, 2017 | ASSIGNED TO EXAMINER |
| Saturday, October 22, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, October 21, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 21, 2016 | NEW APPLICATION ENTERED |