CROSS BORDER WEALTH ADVISORS Trademark
Trademark Overview
On Monday, May 30, 2022, a trademark application was filed for CROSS BORDER WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the CROSS BORDER WEALTH ADVISORS trademark a serial number of 97434302. The federal status of this trademark filing is REGISTERED as of Tuesday, July 18, 2023. This trademark is owned by GERSTEN FINANCIAL PLANNING INC. The CROSS BORDER WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services
General Information
| Serial Number | 97434302 |
| Word Mark | CROSS BORDER WEALTH ADVISORS |
| Filing Date | Monday, May 30, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 18, 2023 |
| Registration Number | 7111490 |
| Registration Date | Tuesday, July 18, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 2, 2023 |
Trademark Statements
| Description of Mark | The mark consists of the wording "CROSS BORDER" in blue stylized font alongside a design comprised of a sectional pyramid shown in the colors gray, blue and gold superimposed over a gray globe featuring outlines of continents therein all displayed above the yellow stylized wording "WEALTH ADVISORS" and against the color white, which represents background only and is not claimed as a feature of the mark. |
| Goods and Services | Financial advisory and consultancy services |
| Indication of Colors claimed | The color(s) blue, gray, gold and yellow is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "CROSS BORDER WEALTH ADVISORS" |
Classification Information
| 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, June 6, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, January 2, 2021 |
| First Use In Commerce Date | Thursday, July 1, 2021 |
Trademark Owner History
| Party Name | GERSTEN FINANCIAL PLANNING INC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92104 |
| Party Name | GERSTEN FINANCIAL PLANNING INC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92104 |
| Party Name | GERSTEN FINANCIAL PLANNING INC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92104 |
Trademark Events
| Event Date | Event Description |
| Tuesday, July 18, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 18, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 2, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 2, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 12, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, March 25, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, March 25, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, March 25, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Saturday, March 25, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Saturday, March 25, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 15, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, June 7, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, June 6, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 2, 2022 | NEW APPLICATION ENTERED |
