BRIGHT LAKE Trademark
Trademark Overview
On Wednesday, November 15, 2023, a trademark application was filed for BRIGHT LAKE with the United States Patent and Trademark Office. The USPTO has given the BRIGHT LAKE trademark a serial number of 98270999. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, November 19, 2024. This trademark is owned by Bright Lake Financial Inc. The BRIGHT LAKE trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Education services, namely, conducting workshops and seminars in the fields of finances, insurance, taxes, estate planning, mental and emotional health, lifestyle, and wellness; Charitable services, namely, developing training for others in the field of financial, mental and emotional health, lifestyle, and wellness with the goal of fostering independence and stability
Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, underwriting life and health insurance; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; Retirement plan administration services in the nature financial administration of retirement plans; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances in the nature of financial counseling services, namely, helping others build a better working relationship with their money; Financial advice; Financi...
Investment Tax Strategy being tax advisory services; Retirement income planning in the nature of income tax consultations
General Information
| Serial Number | 98270999 |
| Word Mark | BRIGHT LAKE |
| Filing Date | Wednesday, November 15, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, November 19, 2024 |
| 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 | Tuesday, September 24, 2024 |
Trademark Statements
| Goods and Services | Education services, namely, conducting workshops and seminars in the fields of finances, insurance, taxes, estate planning, mental and emotional health, lifestyle, and wellness; Charitable services, namely, developing training for others in the field of financial, mental and emotional health, lifestyle, and wellness with the goal of fostering independence and stability |
| Goods and Services | Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, underwriting life and health insurance; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; Retirement plan administration services in the nature financial administration of retirement plans; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances in the nature of financial counseling services, namely, helping others build a better working relationship with their money; Financial advice; Financial management; Financial trust planning; Financial asset management; Financial planning for retirement; Retirement planning, specifically financial planning for retirement; Healthcare planning in the nature of organizing pre-paid health care plans; Financial legacy planning in the nature estate trust planning; Investment advisory services; Financial services, namely, estate settlement services; Investment advice; Mutual fund investment; Financial planning and investment advisory services; Annuity Services, namely, account and investment administration |
| Goods and Services | Investment Tax Strategy being tax advisory services; Retirement income planning in the nature of income tax consultations |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 14, 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 | Wednesday, December 20, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, December 20, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Bright Lake Financial Inc |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Redding, CA 96003 |
| Party Name | Bright Lake Financial Inc |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Redding, CA 96003 |
Trademark Events
| Event Date | Event Description |
| Saturday, November 18, 2023 | NEW APPLICATION ENTERED |
| Wednesday, December 20, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 20, 2024 | ASSIGNED TO EXAMINER |
| Friday, June 21, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, June 21, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, June 21, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 14, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 14, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 14, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, August 17, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 4, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 24, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 24, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 19, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
