| Serial Number | 87311564 |
| Word Mark | CLIENT CENTRIC WEALTH MANAGEMENT BUILT AROUND YOU CC |
| Filing Date | Tuesday, January 24, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, January 2, 2024 |
| Registration Number | 5289710 |
| Registration Date | Tuesday, September 19, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 4, 2017 |
| Description of Mark | The mark consists of the letters "CC" in red with a black border, with one "C" inside the other "C" so that they resemble an archery target, appearing to the left of the stylized wording "CLIENT CENTRIC WEALTH MANAGEMENT " above an arrow pointing to the letters "CC" and the stylized wording "BUILT AROUND YOU" in black below the arrow, which is black on the left end and red on the right end. The wording "CLIENT CENTRIC" is in black on the left portion of the wording and gradually fades into a black and red mix in the center, becoming red on the right portion of the wording. The wording "WEALTH MANAGEMENT" is in black. |
| Goods and Services | Financial planning and investment advisory services |
| Indication of Colors claimed | The color(s) red and black is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "CLIENT CENTRIC 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 | Friday, January 27, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 30, 2013 |
| First Use In Commerce Date | Monday, September 30, 2013 |
| Party Name | ERIC ZEITLER INVESTMENTS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BULVERDE, TX 78163 |
| Party Name | NOT AVAILABLE |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 01 - Individual |
| Address | AUSTIN, TX 78741 |
| Party Name | Weissgarber, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78261 |
| Party Name | Weissgarber, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78261 |
| Party Name | Weissgarber, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78261 |
| Event Date | Event Description |
| Tuesday, January 2, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, January 2, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, January 2, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, July 7, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, July 5, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, September 19, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, October 8, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, October 8, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 19, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 4, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 4, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 14, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, April 27, 2017 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, April 27, 2017 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, April 25, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, April 25, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, April 25, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 25, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 25, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, April 19, 2017 | ASSIGNED TO EXAMINER |
| Saturday, January 28, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, January 27, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 27, 2017 | NEW APPLICATION ENTERED |