| Serial Number | 97439937 |
| Word Mark | BOSTON FINANCIAL |
| Filing Date | Thursday, June 2, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 12, 2023 |
| Registration Number | 7166126 |
| Registration Date | Tuesday, September 12, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 29, 2022 |
| Description of Mark | The mark consists of an image of a house encompassed inside a partial box. The front of the house is in the color dark blue while the side and roof of the house are in the color gold. The partial box itself is in the color gold. To the right of this design are the dark blue words "BOSTON FINANCIAL" in stylized format with the word BOSTON above the word FINANCIAL. The color white in the mark represents mere background and transparent areas and is not claimed as a feature of the mark. |
| Goods and Services | Real estate investment services, namely, equity and debt investments in low income housing tax credit properties and other affordable properties; real estate investment services in the field of affordable housing; housing services, namely, real property acquisition of affordable housing properties and interests therein; real estate investment services, namely, real estate investment in low income housing tax credit partnerships; real estate investment services, namely, real estate syndication and investment management for properties qualifying for low- income housing and/or other tax credits; financial planning, namely, structuring and managing tax credit and affordable housing investment funds; financial planning, namely, equity syndication services; financial investment in the field of low-income housing and tax-credit developments |
| Section 2(f) Limitation Statement | The words BOSTON FINANCIAL has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for sufficiently similar goods/services of active U.S. Registration No(s). 5522447 |
| Indication of Colors claimed | The color(s) dark blue, gold is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL" |
| 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 | Friday, June 10, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 7, 2023 |
| First Use In Commerce Date | Tuesday, March 7, 2023 |
| Party Name | ORIX Corporation USA |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10172 |
| Party Name | ORIX Corporation USA |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10172 |
| Party Name | ORIX Corporation USA |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10172 |
| Event Date | Event Description |
| Tuesday, December 19, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 19, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, December 19, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, December 19, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, December 19, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, September 12, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, September 12, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, August 9, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, August 8, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, July 10, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, June 12, 2023 | USE AMENDMENT FILED |
| Monday, July 10, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, June 12, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, January 24, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 29, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 29, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 9, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, October 24, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, October 24, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Monday, October 24, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, October 24, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Monday, October 24, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, September 29, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 28, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 28, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, September 12, 2022 | NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED |
| Monday, September 12, 2022 | NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED |
| Monday, September 12, 2022 | REPORT UNRESPONSIVE AMENDMENT - COMPLETED |
| Friday, August 5, 2022 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Friday, August 5, 2022 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Thursday, July 21, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 21, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, July 21, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 19, 2022 | ASSIGNED TO EXAMINER |
| Friday, July 8, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, July 8, 2022 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, July 8, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, July 8, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Saturday, June 11, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, June 10, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 6, 2022 | NEW APPLICATION ENTERED |