| Serial Number | 87535544 |
| Word Mark | CLIENT FIRST TAX AND WEALTH ADVISORS |
| Filing Date | Thursday, July 20, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, July 4, 2024 |
| Registration Number | 5630474 |
| Registration Date | Tuesday, December 18, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 2, 2018 |
| Goods and Services | Investment management, financial planning, providing information in insurance planning matter, social security financial planning and consulting services rendered to individuals, financial information |
| Goods and Services | Tax preparation; tax planning |
| NOT AVAILABLE | "TAX AND WEALTH ADVISORS" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 26, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, January 1, 2016 |
| First Use In Commerce Date | Friday, January 1, 2016 |
| 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, July 26, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 1, 2016 |
| First Use In Commerce Date | Friday, January 1, 2016 |
| Party Name | ROCK POINT PARTNERS LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | WEST BEND, WI 53095 |
| Party Name | ROCK POINT PARTNERS LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | WEST BEND, WI 53095 |
| Party Name | ROCK POINT PARTNERS LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | WEST BEND, WI 53095 |
| Party Name | Client First Tax Services, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | West Bend, WI 53095 |
| Event Date | Event Description |
| Wednesday, October 25, 2017 | NON-FINAL ACTION E-MAILED |
| Monday, July 24, 2017 | NEW APPLICATION ENTERED |
| Wednesday, July 26, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 19, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, October 25, 2017 | NON-FINAL ACTION WRITTEN |
| Wednesday, October 25, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, August 17, 2018 | ASSIGNED TO LIE |
| Wednesday, March 28, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, April 25, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 25, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 26, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 11, 2018 | SUSPENSION LETTER WRITTEN |
| Friday, May 11, 2018 | LETTER OF SUSPENSION E-MAILED |
| Friday, May 11, 2018 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Monday, July 30, 2018 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Wednesday, December 20, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, July 4, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, July 4, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, July 4, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, December 18, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, August 22, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 22, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 23, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 12, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 2, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 2, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 18, 2018 | REGISTERED-PRINCIPAL REGISTER |