CONVERGENT WEALTH ADVISORS Trademark

Trademark Overview

On Wednesday, May 2, 2012, a trademark application was filed for CONVERGENT WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the CONVERGENT WEALTH ADVISORS trademark a serial number of 85614045. The federal status of this trademark filing is ABANDONED - AFTER EX PARTE APPEAL as of Thursday, December 5, 2013. This trademark is owned by Convergent Capital Management LLC. The CONVERGENT WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

FINANCIAL ADVISORY AND CONSULTANCY SERVICES, EXCLUDING PRIVATE EQUITY INVESTMENT SERVICES
convergent wealth advisors

General Information

Serial Number85614045
Word MarkCONVERGENT WEALTH ADVISORS
Filing DateWednesday, May 2, 2012
Status603 - ABANDONED - AFTER EX PARTE APPEAL
Status DateThursday, December 5, 2013
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Disclaimer with Predetermined Text"WEALTH ADVISORS"
Goods and ServicesFINANCIAL ADVISORY AND CONSULTANCY SERVICES, EXCLUDING PRIVATE EQUITY INVESTMENT SERVICES

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 8, 2012
Primary Code036
First Use Anywhere DateThursday, May 31, 2007
First Use In Commerce DateThursday, May 31, 2007

Trademark Owner History

Party NameConvergent Capital Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60661

Trademark Events

Event DateEvent Description
Tuesday, December 24, 2013ABANDONMENT NOTICE MAILED - AFTER EX PARTE APPEAL
Thursday, December 5, 2013ABANDONMENT - AFTER EX PARTE APPEAL
Thursday, December 5, 2013EXPARTE APPEAL TERMINATED
Wednesday, October 2, 2013ACTION DENYING REQ FOR RECON MAILED
Wednesday, October 2, 2013ACTION CONTINUING FINAL - COMPLETED
Wednesday, September 25, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 25, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 20, 2013ASSIGNED TO LIE
Wednesday, September 18, 2013TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, September 18, 2013EX PARTE APPEAL-INSTITUTED
Wednesday, September 18, 2013JURISDICTION RESTORED TO EXAMINING ATTORNEY
Wednesday, September 18, 2013EXPARTE APPEAL RECEIVED AT TTAB
Friday, August 23, 2013ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED MAILED
Thursday, August 22, 2013ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED
Tuesday, July 30, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 29, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, July 29, 2013TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, March 18, 2013FINAL REFUSAL MAILED
Saturday, March 16, 2013FINAL REFUSAL WRITTEN
Tuesday, March 5, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 4, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 4, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 4, 2012NON-FINAL ACTION MAILED
Thursday, August 30, 2012NON-FINAL ACTION WRITTEN
Wednesday, August 22, 2012ASSIGNED TO EXAMINER
Tuesday, May 8, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, May 5, 2012NEW APPLICATION ENTERED IN TRAM

Related Keywords

advisors wealth convergent services equity investment private excluding consultancy financial advisory