EFG EFG WEALTH SOLUTIONS Trademark

Trademark Overview


On Friday, January 24, 2014, a trademark application was filed for EFG EFG WEALTH SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the EFG EFG WEALTH SOLUTIONS trademark a serial number of 86174369. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 8, 2021. This trademark is owned by EFG Bank European Financial Group SA. The EFG EFG WEALTH SOLUTIONS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Business administration and management services; corporate management; corporate identity services; corporate secretary and administration services; accounting 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 invest...
efg efg wealth solutions

General Information


Serial Number86174369
Word MarkEFG EFG WEALTH SOLUTIONS
Filing DateFriday, January 24, 2014
Status710 - CANCELLED - SECTION 8
Status DateFriday, October 8, 2021
Registration Number4694439
Registration DateTuesday, March 3, 2015
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, December 2, 2014

Trademark Statements


Indication of Colors claimedThe color(s) red, gray and white is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"WEALTH SOLUTIONS"
Description of MarkThe 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 ServicesBusiness administration and management services; corporate management; corporate identity services; corporate secretary and administration services; accounting services
Goods and ServicesFinancial 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 MarkEUROPEAN FINANCIAL GROUP WEALTH SOLUTIONS

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 8, 2021
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 8, 2021
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameEFG Bank European Financial Group SA
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressGeneve 2
CH

Party NameEFG Bank European Financial Group SA
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressGeneve 2
CH

Party NameEFG Bank European Financial Group SA
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressGeneve 2
CH

Trademark Events


Event DateEvent Description
Friday, October 8, 2021CANCELLED SEC. 8 (6-YR)
Tuesday, March 3, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, March 3, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, January 27, 20151(B) BASIS DELETED; PROCEED TO REGISTRATION
Tuesday, January 27, 2015NOTICE OF ALLOWANCE CANCELLED
Tuesday, January 27, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, December 5, 2014TEAS DELETE 1(B) BASIS RECEIVED
Tuesday, December 2, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 2, 2014PUBLISHED FOR OPPOSITION
Wednesday, November 12, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, October 24, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, October 21, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, October 20, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, October 20, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 8, 2014TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Monday, June 9, 2014NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Monday, June 9, 2014LETTER OF SUSPENSION E-MAILED
Monday, June 9, 2014SUSPENSION LETTER WRITTEN
Monday, June 9, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 9, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 23, 2014ASSIGNED TO LIE
Friday, May 9, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 1, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, May 1, 2014NON-FINAL ACTION E-MAILED
Thursday, May 1, 2014NON-FINAL ACTION WRITTEN
Tuesday, April 29, 2014ASSIGNED TO EXAMINER
Wednesday, February 5, 2014NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, February 4, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, January 28, 2014NEW APPLICATION ENTERED IN TRAM