| Serial Number | 86379478 |
| Word Mark | BECAUSE TRUST IS A PRECIOUS CURRENCY |
| Filing Date | Thursday, August 28, 2014 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, August 26, 2021 |
| Registration Number | 4730921 |
| Registration Date | Tuesday, May 5, 2015 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 17, 2015 |
| Goods and Services | Insurance investment services, namely, financial investment services in the field of insurance products for others; insurance information and consultancy services; providing detailed information regarding available insurance products for personal property and casualty; providing investment options available for variable annuity and variable life insurance products; wealth management services; philanthropic planning services, namely, financial planning in the field of charitable giving |
| 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, September 10, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 30, 2011 |
| First Use In Commerce Date | Friday, September 30, 2011 |
| Party Name | CAPFINANCIAL PARTNERS, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | RALEIGH, NC 27609 |
| Party Name | SOUTHERN WEALTH MANAGEMENT, LLP |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 21 - NOT AVAILABLE |
| Address | SAN ANTONIO, TX 78248 |
| Party Name | Capital Plan, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75231 |
| Party Name | Capital Plan, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75231 |
| Party Name | Capital Plan, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75231 |
| Event Date | Event Description |
| Monday, December 22, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, September 1, 2014 | NEW APPLICATION ENTERED |
| Wednesday, September 10, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 11, 2014 | ASSIGNED TO EXAMINER |
| Thursday, December 18, 2014 | NON-FINAL ACTION WRITTEN |
| Thursday, December 18, 2014 | NON-FINAL ACTION E-MAILED |
| Thursday, December 18, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, December 19, 2014 | UNDELIVERABLE MAIL - COURTESY COPY MAILED |
| Monday, December 22, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, December 23, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 14, 2015 | ASSIGNED TO LIE |
| Wednesday, January 14, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, January 28, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 17, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 17, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, February 19, 2015 | NOTICE OF PUBLICATION |
| Tuesday, May 5, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 5, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, May 5, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, August 26, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, August 26, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Sunday, May 5, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, July 26, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, December 23, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 19, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, August 26, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |