| Serial Number | 98330627 |
| Word Mark | CWM-DASH |
| Filing Date | Tuesday, December 26, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 26, 2024 |
| Registration Number | 7577055 |
| Registration Date | Tuesday, November 26, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 24, 2024 |
| Pseudo Mark | CIRCLE WEALTH MANAGEMENT DASH |
| Goods and Services | Providing temporary use of online, non-downloadable software for the purpose of providing a central landing point for investment management clients and personnel |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, December 26, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, January 1, 2019 |
| First Use In Commerce Date | Tuesday, January 1, 2019 |
| Party Name | Circle Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Summit, NJ 07901 |
| Party Name | Circle Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Summit, NJ 07901 |
| Party Name | Circle Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Summit, NJ 07901 |
| Event Date | Event Description |
| Tuesday, December 26, 2023 | NEW APPLICATION ENTERED |
| Monday, April 8, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 25, 2024 | ASSIGNED TO EXAMINER |
| Monday, August 5, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, August 5, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, August 5, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, August 8, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, August 8, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 8, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 8, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, August 21, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 4, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 24, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 24, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 26, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 26, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |