| Serial Number | 86929699 |
| Word Mark | CONNECTING WEALTH & PURPOSE |
| Filing Date | Friday, March 4, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, May 31, 2023 |
| Registration Number | 5117682 |
| Registration Date | Tuesday, January 10, 2017 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 25, 2016 |
| Goods and Services | Financial advisory and consulting services, namely, investment consultation, asset allocation in the nature of financial asset management, financial planning, financial risk management and asset protection in the nature of financial asset management; Financial services, namely, wealth management services, investment management services, and administration services, namely, financial administration of savings accounts, retirement plans, investment accounts, mutual funds, trust accounts and annuities |
| Goods and Services | tax planning and preparation services |
| 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, August 31, 2016 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, January 9, 2015 |
| First Use In Commerce Date | Friday, January 9, 2015 |
| 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 | Thursday, March 10, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 9, 2015 |
| First Use In Commerce Date | Friday, January 9, 2015 |
| Party Name | TFO FAMILY OFFICE PARTNERS, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | PHOENIX, AZ 85018 |
| Party Name | TFO Phoenix, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Phoenix, AZ 85018 |
| Party Name | TFO Phoenix, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Phoenix, AZ 85016 |
| Party Name | TFO Phoenix, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Phoenix, AZ 85016 |
| Event Date | Event Description |
| Thursday, September 15, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 8, 2016 | NEW APPLICATION ENTERED |
| Thursday, March 10, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 16, 2016 | ASSIGNED TO EXAMINER |
| Tuesday, June 21, 2016 | NON-FINAL ACTION WRITTEN |
| Tuesday, June 21, 2016 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 21, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 30, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, August 30, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 31, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 5, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, May 31, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, May 31, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, October 25, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 25, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 10, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Monday, January 10, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, November 18, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, May 31, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, May 1, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |