| Serial Number | 87666940 |
| Word Mark | CHALICE: THE HOLY GRAIL FOR WEALTH ADVISORS |
| Filing Date | Tuesday, October 31, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 31, 2018 |
| Registration Number | 5528522 |
| Registration Date | Tuesday, July 31, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 15, 2018 |
| Disclaimer with Predetermined Text | "WEALTH ADVISORS" |
| Goods and Services | Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, November 8, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, June 30, 2017 |
| First Use In Commerce Date | Friday, June 30, 2017 |
| Party Name | Chalice Wealth Partners LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92127 |
| Party Name | Chalice Wealth Partners LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92127 |
| Party Name | Chalice Wealth Partners LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92127 |
| Event Date | Event Description |
| Monday, July 31, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, October 1, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, October 1, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, October 1, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, May 20, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, May 20, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, July 31, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 15, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 15, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 25, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, April 9, 2018 | ASSIGNED TO LIE |
| Monday, April 2, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, March 30, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, March 29, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 29, 2018 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Monday, March 19, 2018 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, March 19, 2018 | FINAL REFUSAL E-MAILED |
| Monday, March 19, 2018 | FINAL REFUSAL WRITTEN |
| Wednesday, February 28, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 28, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 28, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, February 26, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 26, 2018 | NON-FINAL ACTION E-MAILED |
| Monday, February 26, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, February 21, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 20, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 20, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 15, 2018 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Thursday, February 15, 2018 | PRIORITY ACTION E-MAILED |
| Thursday, February 15, 2018 | PRIORITY ACTION WRITTEN |
| Friday, February 9, 2018 | ASSIGNED TO EXAMINER |
| Wednesday, November 8, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 3, 2017 | NEW APPLICATION ENTERED |