DUNHAM PRIVATE TRUST Trademark
Trademark Overview
On Monday, September 9, 2024, a trademark application was filed for DUNHAM PRIVATE TRUST with the United States Patent and Trademark Office. The USPTO has given the DUNHAM PRIVATE TRUST trademark a serial number of 98740064. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, April 16, 2025. This trademark is owned by Dunham & Associates Investment Counsel, Inc.. The DUNHAM PRIVATE TRUST trademark is filed in the Insurance & Financial Services category with the following description:
Trust management accounts; Trust services, namely, investment and trust company services; Estate trust management; Estate trust planning; Financial trust administration; Financial trust planning
General Information
| Serial Number | 98740064 |
| Word Mark | DUNHAM PRIVATE TRUST |
| Filing Date | Monday, September 9, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, April 16, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Trust management accounts; Trust services, namely, investment and trust company services; Estate trust management; Estate trust planning; Financial trust administration; Financial trust planning |
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, September 9, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 9, 2024 |
| First Use In Commerce Date | Monday, September 9, 2024 |
Trademark Owner History
| Party Name | Dunham & Associates Investment Counsel, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92122 |
Trademark Events
| Event Date | Event Description |
| Monday, September 9, 2024 | NEW APPLICATION ENTERED |
| Monday, September 9, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 11, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, April 16, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, April 16, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 16, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
