| Serial Number | 99132417 |
| Word Mark | EXPERTS FOCUSED ON YOUR BEST INTERESTS |
| Filing Date | Friday, April 11, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, April 22, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 12, 2026 |
| Goods and Services | tax planning; family office services, namely, tax planning and advisory services |
| Goods and Services | Financial services, namely, financial planning, research and advisory services; estate planning, estate trust management, financial trust administration and estate settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, financial trust planning, estate planning, investment consultation, advisory and management, and financial philanthropic gift planning |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 2, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, December 31, 2023 |
| First Use In Commerce Date | Sunday, December 31, 2023 |
| 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 | Friday, April 11, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, December 31, 2023 |
| First Use In Commerce Date | Sunday, December 31, 2023 |
| Party Name | Fiduciary Trust Company |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Boston, MA 02109 US |
| Event Date | Event Description |
| Friday, April 11, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, April 11, 2025 | NEW APPLICATION ENTERED |
| Friday, April 11, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 8, 2025 | ASSIGNED TO EXAMINER |
| Thursday, September 18, 2025 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Thursday, September 18, 2025 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Tuesday, December 2, 2025 | ASSIGNED TO EXAMINER |
| Saturday, December 6, 2025 | NON-FINAL ACTION WRITTEN |
| Saturday, December 6, 2025 | NON-FINAL ACTION E-MAILED |
| Saturday, December 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 2, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, March 2, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 2, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, March 5, 2026 | NON-FINAL ACTION WRITTEN |
| Thursday, March 5, 2026 | NON-FINAL ACTION E-MAILED |
| Thursday, March 5, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 14, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, April 14, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 14, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 15, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |