| Serial Number | 98043228 |
| Word Mark | E ENVISION FINANCIAL PARTNERS CULTIVATE CURIOSITY |
| Filing Date | Wednesday, June 14, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 24, 2024 |
| Registration Number | 7511444 |
| Registration Date | Tuesday, September 24, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 9, 2024 |
| Description of Mark | The mark consists of a broken circle with two curved blade shapes facing opposite of each other and extending respectively from the top-right and bottom-left portions of the interior of the circle, the circle being broken under the top-right portion, with the following wording to the right of the broken circle: "Envision" stacked above "FINANCIAL PARTNERS" stacked above "Cultivate Curiosity"; the broken circle appears as a stylized lower-case "e". |
| Goods and Services | Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial advice relating to income tax; Financial advice relating to tax; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy; Financial consultancy and insurance consultancy; Financial customs brokerage services; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust planning; Financial advisory and consultancy services; Financial consultation; Financial consulting; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; On-line financial planning services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate investment trust advisory services; Strategic financial advisory services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "FINANCIAL PARTNERS" |
| 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 | Wednesday, July 19, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, July 15, 2021 |
| First Use In Commerce Date | Wednesday, April 6, 2022 |
| Party Name | Bull Bear Bartz LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenwood Village, CO 80112 |
| Party Name | Bull Bear Bartz LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenwood Village, CO 80112 |
| Party Name | Bull Bear Bartz LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenwood Village, CO 80112 |
| Event Date | Event Description |
| Saturday, June 17, 2023 | NEW APPLICATION ENTERED |
| Wednesday, July 19, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 4, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 4, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, July 20, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, March 4, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, March 6, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 6, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 6, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 4, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, June 6, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 19, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 9, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 9, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 24, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 18, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 18, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, February 18, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, September 24, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |