| Serial Number | 87666940 |
| Word Mark | CHALICE: THE HOLY GRAIL FOR WEALTH ADVISORS |
| Filing Date | Tuesday, October 31, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, February 14, 2025 |
| Registration Number | 5528522 |
| Registration Date | Tuesday, July 31, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 15, 2018 |
| NOT AVAILABLE | "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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 14, 2025 |
| 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 |
| Thursday, February 15, 2018 | PRIORITY ACTION WRITTEN |
| Friday, November 3, 2017 | NEW APPLICATION ENTERED |
| Wednesday, November 8, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 9, 2018 | ASSIGNED TO EXAMINER |
| Thursday, February 15, 2018 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Thursday, February 15, 2018 | PRIORITY ACTION E-MAILED |
| Tuesday, February 20, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, February 20, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 21, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 26, 2018 | NON-FINAL ACTION WRITTEN |
| Monday, February 26, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 26, 2018 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 28, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 28, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 28, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 19, 2018 | FINAL REFUSAL WRITTEN |
| Monday, March 19, 2018 | FINAL REFUSAL E-MAILED |
| Thursday, March 29, 2018 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Monday, March 19, 2018 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, March 29, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 15, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 31, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, May 20, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, March 30, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 2, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, April 9, 2018 | ASSIGNED TO LIE |
| Wednesday, April 25, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 15, 2018 | PUBLISHED FOR OPPOSITION |
| Monday, May 20, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, October 1, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, October 1, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, October 1, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, July 31, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, February 14, 2025 | CANCELLED SEC. 8 (6-YR) |