| Serial Number | 76560811 |
| Word Mark | CONCENTRATED WEALTH ANALYSIS |
| Filing Date | Thursday, November 20, 2003 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, September 21, 2012 |
| Registration Number | 2950611 |
| Registration Date | Tuesday, May 10, 2005 |
| Mark Drawing | 5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial services, namely, portfolio management via an advisory tool that analyzes concentrated stock positions and proposes alternatives to increase portfolio diversification |
| Pseudo Mark | CONCENTRATED WEALTH ANALYSIS |
| 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, September 21, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 13, 2003 |
| First Use In Commerce Date | Monday, October 13, 2003 |
| Party Name | BANK OF AMERICA CORPORATION |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | CHARLOTTE, NC 29255 |
| Party Name | BANK OF AMERICA CORPORATION |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | CHARLOTTE, NC 29255 |
| Party Name | Merrill Lynch & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10080 |
| Party Name | Merrill Lynch & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10080 |
| Event Date | Event Description |
| Wednesday, April 9, 2014 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, September 21, 2012 | CANCELLED SEC. 8 (6-YR) |
| Monday, February 7, 2011 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, February 7, 2011 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, March 3, 2010 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, May 10, 2005 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, February 1, 2005 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, February 1, 2005 | ASSIGNED TO LIE |
| Sunday, January 16, 2005 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Sunday, January 16, 2005 | USE AMENDMENT ACCEPTED |
| Friday, November 5, 2004 | AMENDMENT FROM APPLICANT ENTERED |
| Thursday, October 14, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 5, 2004 | AMENDMENT TO USE PROCESSING COMPLETE |
| Thursday, October 14, 2004 | USE AMENDMENT FILED |
| Thursday, October 14, 2004 | PAPER RECEIVED |
| Wednesday, April 14, 2004 | NON-FINAL ACTION MAILED |
| Wednesday, March 31, 2004 | ASSIGNED TO EXAMINER |
| Monday, December 15, 2003 | NEW APPLICATION ENTERED IN TRAM |