CONCENTRIX WEALTH ADVISORS Trademark
Trademark Overview
On Monday, January 14, 2008, a trademark application was filed for CONCENTRIX WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the CONCENTRIX WEALTH ADVISORS trademark a serial number of 77370549. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, November 27, 2015. This trademark is owned by Concentrix Wealth Advisors, LLC. The CONCENTRIX WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial, insurance, and wealth advisory and consultancy services for high net worth and high income individuals, families, business owners, and professionals; financial planning, investment advisory, and estate planning services; wealth management services; financial advisory and consultancy services for financial planning professionals, legal and accounting professionals, and financial institutions
General Information
| Serial Number | 77370549 |
| Word Mark | CONCENTRIX WEALTH ADVISORS |
| Filing Date | Monday, January 14, 2008 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, November 27, 2015 |
| Registration Number | 3609836 |
| Registration Date | Tuesday, April 21, 2009 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 27, 2008 |
Trademark Statements
| Indication of Colors claimed | The color(s) gray and green is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH ADVISORS" |
| Description of Mark | The mark consists of the word "Concentrix" with a design of trees in a gray circle beside it with the words "Wealth Advisors" beneath. Except for the gray circle, the entire mark appears in various shades of green. |
| Goods and Services | Financial, insurance, and wealth advisory and consultancy services for high net worth and high income individuals, families, business owners, and professionals; financial planning, investment advisory, and estate planning services; wealth management services; financial advisory and consultancy services for financial planning professionals, legal and accounting professionals, and financial institutions |
| Pseudo Mark | CONCENTRIC WEALTH ADVISORS |
Classification Information
| 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, November 27, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, June 6, 2008 |
| First Use In Commerce Date | Friday, June 6, 2008 |
Trademark Owner History
| Party Name | Concentrix Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Egg Harbor Township, NJ 08234 |
| Party Name | Concentrix Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Egg Harbor Township, NJ 08234 |
| Party Name | Concentrix Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Egg Harbor Township, NJ 08234 |
Trademark Events
| Event Date | Event Description |
| Friday, November 27, 2015 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, April 21, 2009 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, March 19, 2009 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Thursday, March 19, 2009 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, March 10, 2009 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, February 19, 2009 | USE AMENDMENT FILED |
| Tuesday, March 10, 2009 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, February 19, 2009 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, August 19, 2008 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, May 27, 2008 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 7, 2008 | NOTICE OF PUBLICATION |
| Tuesday, April 22, 2008 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, April 22, 2008 | ASSIGNED TO LIE |
| Monday, April 21, 2008 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, April 21, 2008 | EXAMINER'S AMENDMENT ENTERED |
| Monday, April 21, 2008 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, April 21, 2008 | EXAMINERS AMENDMENT E-MAILED |
| Monday, April 21, 2008 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, April 18, 2008 | ASSIGNED TO EXAMINER |
| Friday, January 18, 2008 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Thursday, January 17, 2008 | NEW APPLICATION ENTERED IN TRAM |
