| Serial Number | 87501887 |
| Word Mark | CORIENT |
| Filing Date | Thursday, June 22, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 19, 2018 |
| Registration Number | 5499316 |
| Registration Date | Tuesday, June 19, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 12, 2017 |
| Goods and Services | Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and 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 | Thursday, June 29, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, August 17, 2017 |
| First Use In Commerce Date | Thursday, August 17, 2017 |
| Party Name | CORIENT HOLDINGS INC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | MIAMI, FL 33131 |
| Party Name | Corient Capital Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92660 |
| Party Name | Corient Capital Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92660 |
| Party Name | Corient Capital Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92660 |
| Event Date | Event Description |
| Friday, September 22, 2017 | PRIORITY ACTION WRITTEN |
| Monday, June 26, 2017 | NEW APPLICATION ENTERED |
| Thursday, June 29, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, September 15, 2017 | ASSIGNED TO EXAMINER |
| Friday, September 22, 2017 | PRIORITY ACTION E-MAILED |
| Friday, September 22, 2017 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Thursday, October 5, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 5, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 6, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, October 21, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 3, 2017 | ASSIGNED TO LIE |
| Wednesday, November 22, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 12, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 12, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 6, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, April 23, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Monday, April 23, 2018 | USE AMENDMENT FILED |
| Monday, May 14, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, May 15, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, May 16, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, May 17, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 19, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, June 19, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, July 12, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 12, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 12, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 12, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, August 2, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, June 21, 2024 | TEAS SECTION 8 & 15 RECEIVED |