| Serial Number | 87897197 |
| Word Mark | BEWEALTHREADY A ROBO ADVISOR |
| Filing Date | Friday, April 27, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 30, 2019 |
| Registration Number | 5822781 |
| Registration Date | Tuesday, July 30, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 16, 2018 |
| Description of Mark | The mark consists of the words"beWealthReady" and "A ROBO ADVISOR" in a stylized font and three curved converging but not connected lines forming an incomplete circle shape. The "y" in "Ready" has a bee at the top. |
| Goods and Services | Investment advisory services utilizing automated managed portfolios relating to investments and life insurance |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "A ROBO ADVISOR" |
| 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 | Sunday, May 6, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 1, 2019 |
| First Use In Commerce Date | Tuesday, January 1, 2019 |
| Party Name | Capital Consulting & Asset Management, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Lincoln, NE 68508 |
| Party Name | Capital Consulting & Asset Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Lincoln, NE 68508 |
| Party Name | Capital Consulting & Asset Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Lincoln, NE 68508 |
| Event Date | Event Description |
| Tuesday, August 21, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 21, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 21, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 1, 2018 | NEW APPLICATION ENTERED |
| Sunday, May 6, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 8, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, August 17, 2018 | ASSIGNED TO EXAMINER |
| Tuesday, August 21, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, August 21, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 26, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 11, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 11, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, June 11, 2019 | USE AMENDMENT FILED |
| Thursday, June 27, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, June 28, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 30, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 30, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, June 20, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, September 6, 2018 | ASSIGNED TO LIE |
| Tuesday, October 16, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 16, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, June 20, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |