| Serial Number | 85351264 |
| Word Mark | BROAD REACH WEALTH MANAGEMENT |
| Filing Date | Tuesday, June 21, 2011 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, December 16, 2021 |
| Registration Number | 4090866 |
| Registration Date | Tuesday, January 24, 2012 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 8, 2011 |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| Goods and Services | Financial planning and investment advisory services |
| 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 24, 2011 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 30, 2008 |
| First Use In Commerce Date | Friday, May 30, 2008 |
| Party Name | Broad Reach Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sarasota, FL 34236 |
| Party Name | Broad Reach Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sarasota, FL 34236 |
| Party Name | Broad Reach Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sarasota, FL 34236 |
| Event Date | Event Description |
| Thursday, December 16, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, December 16, 2021 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, December 16, 2021 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, December 16, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, July 14, 2021 | TEAS SECTION 8 & 9 RECEIVED |
| Sunday, January 24, 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, April 7, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, April 6, 2017 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, April 6, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, February 7, 2017 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, January 24, 2017 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, January 24, 2012 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 8, 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 8, 2011 | PUBLISHED FOR OPPOSITION |
| Friday, September 30, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, September 30, 2011 | ASSIGNED TO EXAMINER |
| Friday, June 24, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, June 24, 2011 | NEW APPLICATION ENTERED IN TRAM |