| Serial Number | 97575397 |
| Word Mark | EVIDENCE-DRIVEN PLANNING |
| Filing Date | Thursday, September 1, 2022 |
| Status | 603 - ABANDONED - AFTER EX PARTE APPEAL |
| Status Date | Friday, October 25, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of the terms "EVIDENCE-DRIVEN" in bold font above the term "PLANNING", all in blue. |
| Goods and Services | Financial services, namely wealth management services; investment advice; financial retirement plan consulting services; estate planning consultation; financial services, namely, financial research and information services; professional financial development services in the nature of financial planning, investment management, and wealth management; financial asset management services; investment services, namely, asset management services for financial advisors and planners, individuals, and institutional investors |
| Indication of Colors claimed | The color(s) Blue is/are claimed as a feature of the mark. |
| Goods and Services | Tax and taxation planning advice, information and consultancy services |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 20, 2022 |
| 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 | 6 - Active |
| Class Status Date | Tuesday, September 20, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | BUCKINGHAM STRATEGIC WEALTH, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEW YORK, NY 10022-6220 |
| Party Name | Buckingham Asset Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | St. Louis, MO 63105 |
| Event Date | Event Description |
| Monday, September 5, 2022 | NEW APPLICATION ENTERED |
| Tuesday, September 20, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 16, 2023 | ASSIGNED TO EXAMINER |
| Friday, June 30, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, June 30, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, June 30, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, September 27, 2023 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Wednesday, September 27, 2023 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, December 27, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, December 27, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 28, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, February 8, 2024 | FINAL REFUSAL E-MAILED |
| Thursday, February 8, 2024 | FINAL REFUSAL WRITTEN |
| Thursday, February 8, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, May 7, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Tuesday, May 7, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, August 5, 2024 | EXPARTE APPEAL RECEIVED AT TTAB |
| Monday, August 5, 2024 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Monday, August 5, 2024 | EX PARTE APPEAL-INSTITUTED |
| Monday, August 5, 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Monday, August 26, 2024 | ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED |
| Monday, August 26, 2024 | ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED |
| Monday, August 26, 2024 | NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED |
| Wednesday, October 2, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, October 25, 2024 | ABANDONMENT NOTICE MAILED - AFTER EX PARTE APPEAL |
| Friday, October 25, 2024 | ABANDONMENT - AFTER EX PARTE APPEAL |
| Friday, October 25, 2024 | EXPARTE APPEAL TERMINATED |