
| Serial Number | 86174369 |
| Word Mark | EFG EFG WEALTH SOLUTIONS |
| Filing Date | Friday, January 24, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, October 8, 2021 |
| Registration Number | 4694439 |
| Registration Date | Tuesday, March 3, 2015 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 2, 2014 |
| Indication of Colors claimed | The color(s) red, gray and white is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH SOLUTIONS" |
| Description of Mark | The mark consists of the stylized gray wording "EFG WEALTH SOLUTIONS". Between the terms "EFG" and "WEALTH SOLUTIONS" is a design of a red circle featuring the white stylized letters "E", "F", and "G" overlapped to form an incomplete square inside of the circle. |
| Goods and Services | Business administration and management services; corporate management; corporate identity services; corporate secretary and administration services; accounting services |
| Goods and Services | Financial trust administration; real estate investment trust services; administration of assets held in trust; trust services, namely, investment and trust company services; trustee services; financial trust management; management of financial investment funds, including long-only funds, hedge funds, private equity funds, venture capital funds; 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 custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial services, namely, administration of investment funds invested in securities, stocks, funds, equities, bonds, cash, or other types of financial investments; 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 for others; financial analysis and consulting services; providing financial information; wealth management services; financial asset management; investment management and investment advisory services |
| Pseudo Mark | EUROPEAN FINANCIAL GROUP WEALTH SOLUTIONS |
| 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 | Friday, October 8, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Friday, October 8, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | EFG Bank European Financial Group SA |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Geneve 2 CH |
| Party Name | EFG Bank European Financial Group SA |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Geneve 2 CH |
| Party Name | EFG Bank European Financial Group SA |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Geneve 2 CH |
| Event Date | Event Description |
| Friday, October 8, 2021 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, March 3, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 3, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 27, 2015 | 1(B) BASIS DELETED; PROCEED TO REGISTRATION |
| Tuesday, January 27, 2015 | NOTICE OF ALLOWANCE CANCELLED |
| Tuesday, January 27, 2015 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, December 5, 2014 | TEAS DELETE 1(B) BASIS RECEIVED |
| Tuesday, December 2, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 2, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 12, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, October 24, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, October 21, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, October 20, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 20, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 8, 2014 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Monday, June 9, 2014 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Monday, June 9, 2014 | LETTER OF SUSPENSION E-MAILED |
| Monday, June 9, 2014 | SUSPENSION LETTER WRITTEN |
| Monday, June 9, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 9, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 23, 2014 | ASSIGNED TO LIE |
| Friday, May 9, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 1, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 1, 2014 | NON-FINAL ACTION E-MAILED |
| Thursday, May 1, 2014 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 29, 2014 | ASSIGNED TO EXAMINER |
| Wednesday, February 5, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, February 4, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, January 28, 2014 | NEW APPLICATION ENTERED IN TRAM |