CLIENT ALIGNMENT PROGRAM Trademark
Trademark Overview
On Thursday, February 20, 2020, a trademark application was filed for CLIENT ALIGNMENT PROGRAM with the United States Patent and Trademark Office. The USPTO has given the CLIENT ALIGNMENT PROGRAM trademark a serial number of 88804038. The federal status of this trademark filing is REGISTERED as of Tuesday, October 6, 2020. This trademark is owned by Accretive Wealth Partners, LLC. The CLIENT ALIGNMENT PROGRAM trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services; Investment management
General Information
| Serial Number | 88804038 |
| Word Mark | CLIENT ALIGNMENT PROGRAM |
| Filing Date | Thursday, February 20, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 6, 2020 |
| Registration Number | 6167789 |
| Registration Date | Tuesday, October 6, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 21, 2020 |
Trademark Statements
| NOT AVAILABLE | "CLIENT" AND "PROGRAM" |
| Goods and Services | Financial services, namely, wealth management services; Investment management |
Classification Information
| 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 | Tuesday, February 25, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, November 10, 2019 |
| First Use In Commerce Date | Tuesday, December 10, 2019 |
Trademark Owner History
| Party Name | Accretive Wealth Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Jersey City, NJ 07311 |
| Party Name | Accretive Wealth Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Jersey City, NJ 07311 |
| Party Name | Accretive Wealth Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Jersey City, NJ 07311 |
Trademark Events
| Event Date | Event Description |
| Monday, February 24, 2020 | NEW APPLICATION ENTERED |
| Tuesday, February 25, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, May 11, 2020 | ASSIGNED TO EXAMINER |
| Monday, May 18, 2020 | NON-FINAL ACTION WRITTEN |
| Monday, May 18, 2020 | NON-FINAL ACTION E-MAILED |
| Monday, May 18, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, May 23, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, May 23, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, May 23, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 15, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 1, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 21, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 21, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 6, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, October 6, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, November 20, 2025 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Friday, November 21, 2025 | TEAS SECTION 8 & 15 RECEIVED |
