| Serial Number | 98639481 |
| Word Mark | BLUEPRINT FOR TRUE RICHES |
| Filing Date | Tuesday, July 9, 2024 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Monday, January 27, 2025 |
| 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 | NOT AVAILABLE |
| Goods and Services | Financial services, namely, trust company services; professional fiduciary representative services; investment counseling, planning, and evaluation services; insurance consultation, planning, and advisory services; financial evaluation for insurance purposes; financial analysis, planning, consultation, and management services; estate planning and financial evaluation of estates; financial planning and evaluation for retirement; financial planning and evaluation for succession in the nature of estate planning; investment management and consultation services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial services, namely, planning and evaluation of financial assets for others for financial management services; financial portfolio management, planning, and evaluation; financial services, namely, coordination, planning, and evaluation within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial advisory services, namely, consultation, planning, and evaluation services relating to bill payment; financial concierge services, namely, financial consultation, advice, planning, and evaluation services; financial consulting, planning, and evaluation services in the field of monetary philanthropic and charitable giving; financial investment analysis, planning, and evaluation; information, advisory, consultancy, planning, evaluation, and research services relating to finance and investments; providing information, planning, evaluation, and research in the field of finance and financial investments; investment banking consultation and advisory services; institutional investment advisory, planning, and evaluation services; institutional consulting services, namely, investment advisory, planning, and evaluation services; investment advice, planning, and evaluation in the field of retirement; employee financial planning and evaluation advisory services |
| Goods and Services | Business succession planning and evaluation; business consulting services in the fields of succession planning and evaluation, tax planning and assessment, and business capitalization and business plan development and evaluation; developing, assessment, and managing the charitable giving programs of others; tax preparation, planning, and assessment services; business consulting and advisory services for institutions |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 9, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Tuesday, July 9, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Blue Trust, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Brentwood, TN 37027 |
| Event Date | Event Description |
| Tuesday, July 9, 2024 | NEW APPLICATION ENTERED |
| Tuesday, July 9, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 9, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, August 9, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, August 9, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, October 8, 2024 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| Tuesday, October 8, 2024 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Monday, December 30, 2024 | ASSIGNED TO EXAMINER |
| Monday, January 13, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, January 27, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, January 27, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 27, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, January 13, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, January 13, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |