| Serial Number | 98369493 |
| Word Mark | CORE VALUES WEALTH MANAGEMENT |
| Filing Date | Monday, January 22, 2024 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Monday, December 23, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Advice on finance during retirement; Estate planning; Estate trust planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, strategies for wealth accumulation and management, investments, tax strategies, retirement solutions, and financial planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment brokerage services; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Insurance consultancy; Insurance information; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services; Banking services featuring the provision of certificates of deposit; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products |
| NOT AVAILABLE | WEALTH MANAGEMENT |
| 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 | Monday, January 22, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | St. Charles, IL 60174 |
| Event Date | Event Description |
| Monday, January 22, 2024 | NEW APPLICATION ENTERED |
| Wednesday, May 22, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 16, 2024 | ASSIGNED TO EXAMINER |
| Friday, August 16, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, August 16, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, August 16, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, September 6, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 6, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 6, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, September 7, 2024 | NON-FINAL ACTION E-MAILED |
| Saturday, September 7, 2024 | NON-FINAL ACTION WRITTEN |
| Saturday, September 7, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 23, 2024 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Monday, December 23, 2024 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |