
| Serial Number | 87810623 |
| Word Mark | BRADY MARTZ WEALTH ADVISORS |
| Filing Date | Monday, February 26, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 21, 2020 |
| Registration Number | 5968063 |
| Registration Date | Tuesday, January 21, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 18, 2018 |
| Goods and Services | Financial services, namely, asset management services; estate planning services; financial planning services; retirement planning services, namely, financial planning for retirement; financial forecasting in the field of cash flow; valuation of businesses, namely, valuation of intellectual property and intangible assets, business financial valuations, tax valuations, estate valuations, health care valuations, shareholder valuations, and securities valuations, and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; financial risk management services; financial consulting services, insurance consultation |
| Goods and Services | Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for regulatory compliance purposes; business assurance services for others, namely, account and records auditing, account reviewing, and compilation of account information and computer databases for financial statements, preparation of prospective financial statements, internal account auditing services and internal account control reviewing, namely, monitoring, reviewing and reporting controls put in place to prevent internal fraud, financial statement analysis and accounting advice, and attestation services in the nature of reports regarding review of financial or business documents, policies or procedures; business succession planning services; tax planning and tax compliance services, namely, management of tax files; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting, and cash flow forecasting, and business strategic planning; international services, namely, account auditing and accounting bookkeeping services, tax planning and consulting in connection with regulatory compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation |
| NOT AVAILABLE | "WEALTH ADVISORS" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, March 3, 2018 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, November 1, 2019 |
| First Use In Commerce Date | Friday, November 1, 2019 |
| 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 | Saturday, March 3, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 1, 2019 |
| First Use In Commerce Date | Friday, November 1, 2019 |
| Party Name | BRADY MARTZ, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | GRAND FORKS, ND 58201 |
| Party Name | Brady Martz & Associates, P.C. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Minot, ND 587020848 |
| Party Name | Brady Martz & Associates, P.C. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Minot, ND 587020848 |
| Party Name | Brady Martz & Associates, P.C. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Minot, ND 587020848 |
| Event Date | Event Description |
| Thursday, March 1, 2018 | NEW APPLICATION ENTERED |
| Saturday, March 3, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 5, 2018 | ASSIGNED TO EXAMINER |
| Saturday, June 9, 2018 | NON-FINAL ACTION E-MAILED |
| Saturday, June 9, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, June 9, 2018 | NON-FINAL ACTION WRITTEN |
| Monday, July 2, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 2, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 2, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 1, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, August 1, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 1, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 1, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Monday, August 6, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 29, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 18, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 18, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 13, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, May 1, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, October 31, 2019 | SOU TEAS EXTENSION RECEIVED |
| Thursday, August 16, 2018 | ASSIGNED TO LIE |
| Monday, April 29, 2019 | SOU TEAS EXTENSION RECEIVED |
| Monday, April 29, 2019 | SOU EXTENSION 1 FILED |
| Monday, April 29, 2019 | SOU EXTENSION 1 GRANTED |
| Thursday, October 31, 2019 | SOU EXTENSION 2 FILED |
| Monday, November 4, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, November 4, 2019 | SOU EXTENSION 2 GRANTED |
| Tuesday, November 5, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, November 12, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, November 12, 2019 | USE AMENDMENT FILED |
| Tuesday, November 19, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, December 17, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, December 18, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, January 21, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Friday, February 19, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, February 19, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, February 19, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, February 19, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, February 19, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, February 19, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, December 18, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, January 21, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |