| Serial Number | 87046743 |
| Word Mark | CASSADAY & COMPANY, INC. INDEPENDENT WEALTH MANAGEMENT CONSOLIDATION INTEGRATION SIMPLIFICATION |
| Filing Date | Monday, May 23, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, November 4, 2022 |
| Registration Number | 5122973 |
| Registration Date | Tuesday, January 17, 2017 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 1, 2016 |
| Description of Mark | The mark consists of the wording "CASSADAY & COMPANY, INC" above the wording "INDEPENDENT WEALTH MANAGEMENT", all above two solid lines and all above the wording "CONSOLIDATION", "INTEGRATION" and "SIMPLIFICATION", where these words are each separated by square images. |
| Pseudo Mark | CASSADAY AND COMPANY INC INDEPENDENT WEALTH MANAGEMENT CONSOLIDATION INTEGRATION SIMPLIFICATION |
| Goods and Services | Financial services, namely, retirement funding financing in the nature of retirement fund investment services and retirement investment and wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "COMPANY", "INC" AND "INDEPENDENT WEALTH MANAGEMENT" |
| 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 | Saturday, May 28, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 30, 1992 |
| First Use In Commerce Date | Monday, November 30, 1992 |
| Party Name | CASSADAY & CO. WEALTH MANAGEMENT, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEW YORK, NY 10022 |
| Party Name | CASSADAY & COMPANY, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | MCLEAN, VA 22102 |
| Party Name | Cassaday & Company, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | McLean, VA 22102 |
| Party Name | Cassaday & Company, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | McLean, VA 22102 |
| Party Name | Cassaday & Company, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | McLean, VA 22102 |
| Event Date | Event Description |
| Monday, September 12, 2016 | NON-FINAL ACTION E-MAILED |
| Thursday, May 26, 2016 | NEW APPLICATION ENTERED |
| Saturday, May 28, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 31, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, September 7, 2016 | ASSIGNED TO EXAMINER |
| Monday, September 12, 2016 | NON-FINAL ACTION WRITTEN |
| Monday, September 12, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, October 12, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, September 14, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 14, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 15, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, September 19, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, September 19, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Monday, September 19, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, September 19, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Monday, September 19, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, June 23, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, November 4, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, November 1, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 1, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 17, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Monday, January 17, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, February 16, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, May 4, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, November 4, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, November 4, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, October 2, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |