| Serial Number | 97376659 |
| Word Mark | CHECKLIST FORMULA |
| Filing Date | Friday, April 22, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 6, 2023 |
| Registration Number | 7073298 |
| Registration Date | Tuesday, June 6, 2023 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 21, 2023 |
| Goods and Services | Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, risk management, tax planning, retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, risk management, tax planning, retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of risk management, tax planning, retirement, and wealth management; Investment advisory services; Investment consultation; Investment consultation in the fields of risk management, tax planning, retirement, and wealth management; Investment management in the fields of risk management, tax planning, retirement, and wealth management; Providing financial assessment services to individuals planning for retirement; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance |
| NOT AVAILABLE | "FORMULA" |
| 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, April 27, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 10, 2020 |
| First Use In Commerce Date | Friday, January 10, 2020 |
| Party Name | TORTUGA OM, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | BOCA RATON, FL 33432 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Boca Raton, FL 33432 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Boca Raton, FL 33432 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Boca Raton, FL 33432 |
| Event Date | Event Description |
| Tuesday, February 14, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 26, 2022 | NEW APPLICATION ENTERED |
| Wednesday, April 27, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 9, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, February 14, 2023 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 14, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 15, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 15, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 15, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, February 16, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 1, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 21, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 21, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 6, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 6, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Saturday, February 22, 2025 | WITHDRAWAL OF ATTORNEY GRANTED |
| Monday, August 18, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, August 18, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, August 18, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, October 1, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Saturday, February 22, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |