| Serial Number | 97285271 |
| Word Mark | BW BOGART WEALTH |
| Filing Date | Friday, February 25, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 11, 2023 |
| Registration Number | 7103600 |
| Registration Date | Tuesday, July 11, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 25, 2023 |
| Description of Mark | The mark consists of the letters "BW" inside a square-framed carrier which is to the left of a solid vertical line which is to the left of BOGART (stylized) above the word WEALTH (stylized). |
| Pseudo Mark | BOGART WEALTH BOGART WEALTH |
| Goods and Services | Investment advisory services, namely, RegisteredInvestment Advisor (RIA) services; investment management; Financial retirement planning; estate planning; cash flow financial planning; multi-generational financial planning; Financial retirement planning, namely, Roth conversion analysis; Financial planning, namely, Social Security optimization; financial analysis; Financial consulting, namely, net unrealized appreciation analysis; Financial risk management; Insurance consultancy in the nature of insurance review |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Tax consulting services, namely, tax planning, optimization and strategizing; tax preparation |
| Disclaimer with Predetermined Text | "WEALTH" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 21, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, November 30, 2015 |
| First Use In Commerce Date | Monday, November 30, 2015 |
| 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 | Wednesday, December 21, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 30, 2015 |
| First Use In Commerce Date | Monday, November 30, 2015 |
| Party Name | Bogart Wealth, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | McLean, VA 22102 |
| Party Name | Bogart Wealth, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | McLean, VA 22102 |
| Party Name | Bogart Wealth, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | McLean, VA 22102 |
| Event Date | Event Description |
| Tuesday, July 11, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 11, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 25, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 25, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 5, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, March 22, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 21, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 21, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 21, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, December 21, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, December 21, 2022 | NON-FINAL ACTION E-MAILED |
| Wednesday, December 21, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, December 8, 2022 | ASSIGNED TO EXAMINER |
| Friday, March 4, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, March 3, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 1, 2022 | NEW APPLICATION ENTERED |