| Serial Number | 98270994 |
| Word Mark | BRIGHT LAKE WEALTH MANAGEMENT |
| Filing Date | Wednesday, November 15, 2023 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, October 1, 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, October 1, 2024 |
| 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 |
| NOT AVAILABLE | Wealth Management |
| 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 |
| 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 |
| Event Date | Event Description |
| Wednesday, December 20, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, November 18, 2023 | NEW APPLICATION ENTERED |
| Friday, June 21, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, June 21, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 20, 2024 | ASSIGNED TO EXAMINER |
| Friday, June 21, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, August 14, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 14, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 14, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, August 23, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 11, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 1, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 1, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |