| Serial Number | 85321169 |
| Word Mark | ENDURING WEALTH ADVISORS |
| Filing Date | Saturday, May 14, 2011 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, December 15, 2022 |
| Registration Number | 4152911 |
| Registration Date | Tuesday, June 5, 2012 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 25, 2011 |
| Description of Mark | The mark consists of the wording "Enduring Wealth Advisors" appears in green with a stylized letter "E" containing a branch of wheat. Four ascending gold bars precede the stylized "E" and are crossed by the branch of wheat. The branch of wheat appears in gold while the wheat berries appear in green. |
| Goods and Services | Advice relating to investments; [ Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; ] Agencies in the field of bonds and other securities; Agencies or brokerage for trading of securities, securities index futures, securities options [, and overseas market securities futures ] ; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services in the field of securities and commodities investing; Commodity investment advice; Credit and financial consultation; Financial advice; Financial advisory and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 evaluation for insurance purposes; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of securities; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, wealth management services; Investment advice; Investment advisory services; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Securities brokerage; Securities brokerage services; Security brokerage; Trading in securities |
| Indication of Colors claimed | The color(s) gold and green is/are 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 | Thursday, May 19, 2011 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 11, 2011 |
| First Use In Commerce Date | Wednesday, May 11, 2011 |
| Party Name | NOT AVAILABLE |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 01 - Individual |
| Address | TEMECULA, CA 92591 |
| Party Name | Enduring Wealth Advisors |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Temecula, CA 92591 |
| Party Name | Enduring Wealth Advisors |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Temecula, CA 92591 |
| Party Name | Enduring Wealth Advisors |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Temecula, CA 92591 |
| Event Date | Event Description |
| Thursday, December 15, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, December 15, 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, December 15, 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, December 15, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, June 1, 2022 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, June 5, 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, April 17, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, April 17, 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, April 17, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, April 6, 2018 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, June 5, 2017 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, September 19, 2012 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, June 5, 2012 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 1, 2012 | TTAB RELEASE CASE TO TRADEMARKS |
| Tuesday, May 1, 2012 | OPPOSITION TERMINATED NO. 999999 |
| Tuesday, May 1, 2012 | OPPOSITION DISMISSED NO. 999999 |
| Wednesday, February 22, 2012 | OPPOSITION INSTITUTED NO. 999999 |
| Monday, November 21, 2011 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Tuesday, October 25, 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 25, 2011 | PUBLISHED FOR OPPOSITION |
| Monday, September 19, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, September 16, 2011 | ASSIGNED TO LIE |
| Wednesday, August 31, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 31, 2011 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, August 31, 2011 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 31, 2011 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 31, 2011 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, August 30, 2011 | ASSIGNED TO EXAMINER |
| Friday, May 20, 2011 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Thursday, May 19, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Wednesday, May 18, 2011 | NEW APPLICATION ENTERED IN TRAM |