| Serial Number | 97542868 |
| Word Mark | DOGWOOD WEALTH ADVISORS |
| Filing Date | Wednesday, August 10, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 10, 2023 |
| Registration Number | 7187056 |
| Registration Date | Tuesday, October 10, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 25, 2023 |
| Description of Mark | The mark consists of a tree and the words DOGWOOD WEALTH ADVISORS; the tree is inside a two-lined circle, which is centered at the top of the mark; two horizontal lines are centered beneath the circle and above the word DOGWOOD, which appears in all capital letters; the letter D is larger than the other letters; the words WEALTH ADVISORS are smaller, are also capitalized, and appear beneath the letters OGWOO; two horizontal lines are centered beneath the words WEALTH ADVISORS. |
| Goods and Services | financial services, namely, investment management, asset management, financial planning and investment advisory services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial consultancy services, namely, educational savings plan services; retirement plan services, namely, financial retirement plan consulting services; pension management services, namely, financial management of employee pension plans; investment portfolio management; life insurance and long-term care insurance services, namely, insurance brokerage services; financial risk analysis services, namely, financial risk assessment services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH ADVISORS" |
| 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 | Tuesday, August 30, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, August 1, 2014 |
| First Use In Commerce Date | Friday, August 1, 2014 |
| Party Name | Dogwood Wealth Advisors, L.L.C. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30309 |
| Party Name | Dogwood Wealth Advisors, L.L.C. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30309 |
| Party Name | Dogwood Wealth Advisors, L.L.C. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30309 |
| Event Date | Event Description |
| Tuesday, October 10, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, October 10, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 25, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 25, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 5, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, June 17, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 6, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 5, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 5, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, May 30, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 30, 2023 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 30, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 30, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, August 31, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, August 30, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, August 13, 2022 | NEW APPLICATION ENTERED |