| Serial Number | 86246820 |
| Word Mark | DAVIES WEALTH MANAGEMENT STRATEGIES LLC D DWMS |
| Filing Date | Wednesday, April 9, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, July 11, 2025 |
| Registration Number | 4662509 |
| Registration Date | Tuesday, December 30, 2014 |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, October 14, 2014 |
| Description of Mark | The mark consists of the wording "DAVIES" in stylized lettering. The wording "WEALTH MANAGEMENT STRATEGIES LLC" appears below the wording "DAVIES" and is in stylized lettering. The stylized letter "D" is to the left of the wording "DAVIES". The wording "DWMS" appears below the aforementioned letter "D" and is in stylized lettering. |
| Goods and Services | Services rendered in financial and monetary affairs and services, namely, wealth management services; business rendering services, namely, investment advisory services, estate and legacy planning advisory services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Tax advisory services, namely, tax compliance and consultation services |
| NOT AVAILABLE | "WEALTH MANAGEMENT STRATEGIES LLC" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Saturday, July 12, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, March 27, 2013 |
| First Use In Commerce Date | Wednesday, March 27, 2013 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Saturday, July 12, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, March 27, 2013 |
| First Use In Commerce Date | Wednesday, March 27, 2013 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Hopkinton, MA 01748 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Hopkinton, MA 01748 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Hopkinton, MA 01748 |
| Event Date | Event Description |
| Tuesday, April 22, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 18, 2014 | ASSIGNED TO EXAMINER |
| Friday, July 18, 2014 | NON-FINAL ACTION WRITTEN |
| Friday, July 18, 2014 | NON-FINAL ACTION E-MAILED |
| Friday, July 18, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 20, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 20, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 21, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, April 12, 2014 | NEW APPLICATION ENTERED |
| Wednesday, August 20, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 2, 2014 | ASSIGNED TO LIE |
| Friday, September 5, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, September 24, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, September 25, 2014 | NOTICE OF PUBLICATION |
| Tuesday, October 14, 2014 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 30, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Monday, December 30, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, August 28, 2020 | TEAS SECTION 8 RECEIVED |
| Tuesday, November 17, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, November 17, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Saturday, December 30, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, July 11, 2025 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Tuesday, November 17, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |