| Serial Number | 85190270 |
| Word Mark | ESSENTIALS FOR MANAGING WEALTH |
| Filing Date | Friday, December 3, 2010 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Tuesday, December 6, 2022 |
| Registration Number | 4147425 |
| Registration Date | Tuesday, May 22, 2012 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 6, 2011 |
| Goods and Services | PROVIDING AN INTERACTIVE WEB SITE FEATURING CRITICAL FINANCIAL INFORMATION AND CONTENT ABOUT WEALTH MANAGEMENT, PHILANTHROPY AND FAMILY GOVERNANCE |
| Goods and Services | PROVIDING AN INTERACTIVE WEB SITE FEATURING INFORMATION ABOUT WELL-TO-DO LIFESTYLES |
| Goods and Services | PROVIDING AN INTERACTIVE WEB SITE FEATURING ONLINE NON-DOWNLOADABLE SOFTWARE WHICH PROVIDES A SECURE COLLABORATIVE WORKSPACE FOR WEALTH MANAGEMENT, SOCIAL NETWORKING FUNCTIONALITY, DATA STORAGE AND ENCRYPTED E-MAIL |
| 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 | Tuesday, December 7, 2010 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, February 25, 2010 |
| First Use In Commerce Date | Thursday, February 25, 2010 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, December 7, 2010 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, February 25, 2010 |
| First Use In Commerce Date | Thursday, February 25, 2010 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, December 7, 2010 |
| Primary Code | 045 |
| First Use Anywhere Date | Thursday, February 25, 2010 |
| First Use In Commerce Date | Thursday, February 25, 2010 |
| Party Name | Summitas LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 282776690 |
| Party Name | Summitas LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10017 |
| Party Name | Summitas LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10017 |
| Event Date | Event Description |
| Tuesday, December 6, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Tuesday, December 6, 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Tuesday, December 6, 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Tuesday, December 6, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, May 23, 2022 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, May 22, 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Saturday, June 2, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, June 1, 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, June 1, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, May 21, 2018 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, May 18, 2018 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, May 18, 2018 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, May 22, 2017 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 22, 2012 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, April 14, 2012 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, April 13, 2012 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Friday, April 13, 2012 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, March 7, 2012 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, January 30, 2012 | USE AMENDMENT FILED |
| Thursday, March 1, 2012 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, January 30, 2012 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, November 1, 2011 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 6, 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 6, 2011 | PUBLISHED FOR OPPOSITION |
| Monday, August 1, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, July 30, 2011 | ASSIGNED TO LIE |
| Monday, July 18, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 14, 2011 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 14, 2011 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 14, 2011 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 12, 2011 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, July 12, 2011 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, March 16, 2011 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 16, 2011 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 16, 2011 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 9, 2011 | ASSIGNED TO EXAMINER |
| Tuesday, December 7, 2010 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, December 7, 2010 | NEW APPLICATION ENTERED IN TRAM |