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 Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Educational services and training in the fields of alternative investments

Financial services, namely, the distribution of private and public funds through financial intermediaries; financial research

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
brookfield oaktree wealth solutions

General Information


Serial Number98175729
Word MarkBROOKFIELD OAKTREE WEALTH SOLUTIONS
Filing DateTuesday, September 12, 2023
Status653 - SUSPENSION LETTER - MAILED
Status DateTuesday, September 10, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational services and training in the fields of alternative investments
Pseudo MarkBROOKFIELD OAK TREE WEALTH SOLUTIONS
Goods and ServicesFinancial services, namely, the distribution of private and public funds through financial intermediaries; financial research
Goods and ServicesInvestment 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
NOT AVAILABLEWEALTH

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, August 15, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 2, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, August 15, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameBrookfield Office Properties Inc. and Oaktree Capital Management, L.P.
Party Type10 - Original Applicant
Legal Entity Type05 - Joint Venture
AddressToronto Ontario M5J2T3
CA

Trademark Events


Event DateEvent Description
Monday, October 2, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 15, 2023NEW APPLICATION ENTERED
Wednesday, May 15, 2024NON-FINAL ACTION WRITTEN
Tuesday, May 7, 2024ASSIGNED TO EXAMINER
Wednesday, May 15, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 15, 2024NON-FINAL ACTION E-MAILED
Thursday, August 15, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 15, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 15, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 11, 2025SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Tuesday, September 10, 2024NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Tuesday, September 10, 2024SUSPENSION LETTER WRITTEN
Tuesday, September 10, 2024LETTER OF SUSPENSION E-MAILED