| Serial Number | 88268056 |
| Word Mark | BRIGHTTREE FINANCIAL |
| Filing Date | Friday, January 18, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 20, 2019 |
| Registration Number | 5838708 |
| Registration Date | Tuesday, August 20, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 4, 2019 |
| Description of Mark | The mark consists of a design of a tree consisting of a brown trunk, brown branches, and green and gold leaves all above the phrase "BRIGHTTREE" in stylized green letters above the word "FINANCIAL" in stylized green letters. |
| Pseudo Mark | BRIGHT TREE FINANCIAL |
| Goods and Services | College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of employee pension plans; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and research services; Financial consulting services, namely, advising others regarding intellectual property investments; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence services in the field of real estate; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial services in the nature of an investment security; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, mortgage planning; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Monitoring financial markets for investment purposes; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services |
| Indication of Colors claimed | The color(s) brown, green, and gold is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "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 | Monday, February 11, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, February 12, 2019 |
| First Use In Commerce Date | Tuesday, February 12, 2019 |
| Party Name | BRIGHTTREE WEALTH MANAGEMENT LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | LAS VEGAS, NV 89138 |
| Party Name | Fresh Start Financial LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Honolulu, HI 96814 |
| Party Name | Fresh Start Financial LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Honolulu, HI 96814 |
| Party Name | Fresh Start Financial LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Honolulu, HI 96814 |
| Event Date | Event Description |
| Saturday, March 2, 2019 | USE AMENDMENT FILED |
| Tuesday, January 22, 2019 | NEW APPLICATION ENTERED |
| Monday, February 11, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 1, 2019 | TEAS AMENDMENT OF USE RECEIVED |
| Saturday, March 2, 2019 | AMENDMENT TO USE PROCESSING COMPLETE |
| Thursday, March 21, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, April 13, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Saturday, April 13, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, April 13, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Saturday, April 13, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, April 13, 2019 | USE AMENDMENT ACCEPTED |
| Saturday, April 13, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, March 30, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, April 16, 2019 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Friday, April 26, 2019 | ASSIGNED TO LIE |
| Wednesday, May 15, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 4, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 4, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 20, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, December 20, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, August 8, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, August 8, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, August 20, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |