BROOKFIELD OAKTREE WEALTH SOLUTIONS Trademark
Trademark Overview
On Tuesday, September 12, 2023, a trademark application was filed for BROOKFIELD OAKTREE WEALTH SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the BROOKFIELD OAKTREE WEALTH SOLUTIONS trademark a serial number of 98175729. The federal status of this trademark filing is SUSPENSION LETTER - MAILED as of Tuesday, September 10, 2024. This trademark is owned by Brookfield Office Properties Inc. and Oaktree Capital Management, L.P.. The BROOKFIELD OAKTREE WEALTH SOLUTIONS trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Educational services, namely, training in the field of alternative investments; educational services, namely, providing online educational newsletters in the field of alternative investments
Investment product marketing and distribution, services in the nature of wholesaling and distribution of investment products, namely, mutual funds, non-traded real estate investment trusts (REITs), non-traded business development companies (BDCs), interval funds, tender offer funds, and private funds to other financial intermediaries and financial services firms and their end investors; financial services, namely, the distribution of private and public funds, namely, investment funds, mutual funds, interval funds, closed end funds, non-traded REITs, business development companies, and tender offer funds, through financial intermediaries; financial research; providing online educational information in the field of alternative investments
General Information
| Serial Number | 98175729 |
| Word Mark | BROOKFIELD OAKTREE WEALTH SOLUTIONS |
| Filing Date | Tuesday, September 12, 2023 |
| Status | 653 - SUSPENSION LETTER - MAILED |
| Status Date | Tuesday, September 10, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Educational services, namely, training in the field of alternative investments; educational services, namely, providing online educational newsletters in the field of alternative investments |
| Pseudo Mark | BROOKFIELD OAK TREE WEALTH SOLUTIONS |
| Goods and Services | Investment product marketing and distribution, services in the nature of wholesaling and distribution of investment products, namely, mutual funds, non-traded real estate investment trusts (REITs), non-traded business development companies (BDCs), interval funds, tender offer funds, and private funds to other financial intermediaries and financial services firms and their end investors; financial services, namely, the distribution of private and public funds, namely, investment funds, mutual funds, interval funds, closed end funds, non-traded REITs, business development companies, and tender offer funds, through financial intermediaries; financial research; providing online educational information in the field of alternative investments |
| NOT AVAILABLE | WEALTH |
Classification Information
| 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, October 2, 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 | Thursday, August 15, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Brookfield Office Properties Inc. and Oaktree Capital Management, L.P. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 05 - Joint Venture |
| Address | Toronto Ontario M5J2T3
CA |
Trademark Events
| Event Date | Event Description |
| Monday, October 2, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 7, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, May 15, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 15, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 15, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, September 15, 2023 | NEW APPLICATION ENTERED |
| Thursday, August 15, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 15, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 10, 2024 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Thursday, August 15, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 10, 2024 | SUSPENSION LETTER WRITTEN |
| Tuesday, September 10, 2024 | LETTER OF SUSPENSION E-MAILED |
| Monday, May 5, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, May 5, 2025 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Monday, May 5, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 29, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, March 11, 2025 | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION |
