| Serial Number | 85688984 |
| Word Mark | CIRCLE WEALTH MANAGEMENT |
| Filing Date | Friday, July 27, 2012 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, April 6, 2023 |
| Registration Number | 4405700 |
| Registration Date | Tuesday, September 24, 2013 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 9, 2013 |
| Goods and Services | Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial information; Financial information and advisory services; Financial portfolio management; Financial services, namely, wealth management services; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial information; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; Providing investors with financial information |
| Disclaimer with Predetermined Text | "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 | Monday, August 6, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, December 29, 2006 |
| First Use In Commerce Date | Friday, December 29, 2006 |
| Party Name | Circle Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Summit, NJ 07901 |
| Party Name | Circle Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Summit, NJ 07901 |
| Party Name | Circle Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Summit, NJ 07901 |
| Event Date | Event Description |
| Thursday, April 6, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, April 6, 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, April 6, 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, April 6, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, September 26, 2022 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, September 24, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Sunday, October 7, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, October 6, 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, October 6, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, September 25, 2018 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, September 24, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, September 24, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 9, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 9, 2013 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 19, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, May 31, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, May 31, 2013 | ASSIGNED TO LIE |
| Thursday, May 16, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 15, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 15, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 15, 2013 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, November 30, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, November 30, 2012 | NON-FINAL ACTION E-MAILED |
| Friday, November 30, 2012 | NON-FINAL ACTION WRITTEN |
| Monday, November 26, 2012 | ASSIGNED TO EXAMINER |
| Monday, August 6, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 31, 2012 | NEW APPLICATION ENTERED |