| Serial Number | 98175729 |
| Word Mark | BROOKFIELD OAKTREE WEALTH SOLUTIONS |
| Filing Date | Tuesday, September 12, 2023 |
| Status | 651 - SUSPENSION INQUIRY - MAILED |
| Status Date | Wednesday, June 11, 2025 |
| 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 |
| 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 |
| 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 |
| 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 |
| Event Date | Event Description |
| Monday, October 2, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, September 15, 2023 | NEW APPLICATION 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 |
| Thursday, August 15, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 15, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, August 15, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 10, 2024 | SUSPENSION LETTER WRITTEN |
| Tuesday, March 11, 2025 | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION |
| Monday, May 5, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, May 5, 2025 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Tuesday, September 10, 2024 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Tuesday, September 10, 2024 | LETTER OF SUSPENSION E-MAILED |
| Monday, May 5, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 29, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, June 11, 2025 | INQUIRY TO SUSPENSION E-MAILED |
| Wednesday, June 11, 2025 | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED |
| Wednesday, June 11, 2025 | SUSPENSION INQUIRY WRITTEN |