| Serial Number | 85256530 |
| Word Mark | CLARFELD WEALTH STRATEGISTS & FINANCIAL CONFIDANTES |
| Filing Date | Thursday, March 3, 2011 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, July 13, 2018 |
| Registration Number | 4068669 |
| Registration Date | Tuesday, December 6, 2011 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 2, 2011 |
| Indication of Colors claimed | The color(s) green, white and gray is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH STRATEGISTS & FINANCIAL" |
| Description of Mark | The mark consists of a stylized white diamond shaped box with gray and green shading to the left of the green wording "CLARFELD" written in all capital letters, above a thin green line, above the gray wording "WEALTH STRATEGISTS & FINANCIAL CONFIDANTES". The remaining white represents background and does not form part of the mark. |
| Goods and Services | Tax planning and preparation |
| Goods and Services | Personal financial planning services, investment advisory services, wealth management services, financial planning for retirement, estate planning services, life insurance brokerage services; estate trust management; financial trust operations; financial risk management services; executive bill paying services |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, July 13, 2018 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, September 1, 2010 |
| First Use In Commerce Date | Wednesday, September 1, 2010 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, July 13, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, September 1, 2011 |
| First Use In Commerce Date | Thursday, September 1, 2011 |
| Party Name | CLARFELD FINANCIAL ADVISORS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | TARRYTOWN, NY 10591 |
| Party Name | Clarfeld Financial Advisors, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Tarrytown, NY 10591 |
| Party Name | Clarfeld Financial Advisors, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Tarrytown, NY 10591 |
| Party Name | Clarfeld Financial Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Tarrytown, NY 10591 |
| Event Date | Event Description |
| Friday, July 13, 2018 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, December 6, 2016 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, August 14, 2013 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, December 6, 2011 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, November 2, 2011 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, November 1, 2011 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Monday, October 31, 2011 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, October 21, 2011 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 21, 2011 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 14, 2011 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 13, 2011 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 13, 2011 | NON-FINAL ACTION E-MAILED |
| Thursday, October 13, 2011 | SU - NON-FINAL ACTION - WRITTEN |
| Friday, September 30, 2011 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, September 28, 2011 | USE AMENDMENT FILED |
| Friday, September 30, 2011 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, September 28, 2011 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, September 27, 2011 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 2, 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 2, 2011 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 29, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, June 27, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, June 27, 2011 | EXAMINER'S AMENDMENT ENTERED |
| Monday, June 27, 2011 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, June 27, 2011 | EXAMINERS AMENDMENT E-MAILED |
| Monday, June 27, 2011 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, June 27, 2011 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Friday, June 24, 2011 | ASSIGNED TO LIE |
| Wednesday, June 8, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 8, 2011 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 8, 2011 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 8, 2011 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 8, 2011 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, June 3, 2011 | ASSIGNED TO EXAMINER |
| Tuesday, March 8, 2011 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Monday, March 7, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, March 7, 2011 | NEW APPLICATION ENTERED IN TRAM |